FEATURED WINNER

https://fortitudefo.com/

https://www.linkedin.com/company/fortitude-family-office/posts/?feedView=all

marketing@fortitudefo.com

(602) 669-3231

7500 N Dobson Rd Ste 151, Scottsdale, AZ 85256

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Michael Kovacs

Founder, President & CEO

Michael Kovacs founded Harvest Portfolios Group in 2009 and is an over-35-year veteran of the investment management business. Since 1991 he has held senior management positions with four large asset management companies. Michael began his career as an Investment Advisor and for seven years managed money for individual investors. He is a strong believer in providing individuals with Investment products that have long-term fundamental mandates and portfolio transparency. Michael is also the Chairman of the Board for Harvest.

Michael Kovacs

Founder, President & CEO

Fortitude Family Office has redefined what sustainable growth looks like in the wealth management industry. Since its founding in 2021, the firm has grown from six employees managing $126 million to nearly 40 team members overseeing well over $1 billion in assets – not through traditional business development but by earning trust through hard work, integrity, and exceptional client outcomes. In the firm’s history, the only clients lost have been those who have passed away, and many client relationships extend well beyond Fortitude’s founding. That reputation has fueled the firm’s growth, earning recognition as Arizona’s fastest-growing Registered Investment Advisor in 2024. At the heart of Fortitude’s success is its fully integrated multi-family office model. By seamlessly combining investment advisory, tax planning and compliance, and family office services into a single coordinated platform, every financial decision is viewed through a comprehensive lens. Investment strategies are developed alongside tax professionals, accounting decisions align with long-term planning, and clients benefit from a level of coordination rarely found in the industry. This integrated approach creates confidence, clarity, and peace of mind for families navigating increasingly complex financial lives. Serving sophisticated clients requires sophisticated solutions. Fortitude’s investment platform spans both public and private markets, allowing portfolios to be customized across a broad spectrum of opportunities. The firm has also built its own private equity and private credit capabilities, including acquiring a controlling interest in a national mortgage origination company through its private equity platform. Unlike many firms constrained by institutional ownership, Fortitude maintains the entrepreneurial flexibility to pursue unique opportunities alongside clients. As active operators, board leaders, and investors, the team brings first-hand business experience that informs every investment recommendation. Education is another defining pillar of the Fortitude experience. Rather than simply delivering market commentary, the firm invests significant time helping clients understand the principles behind every recommendation. Drawing from more than 120 years of market history, Fortitude distills complex investment concepts into practical lessons that empower families to make informed, long-term decisions with confidence. The goal is not simply to manage wealth but to equip clients with the understanding necessary to remain disciplined through every market cycle. Founder and CEO Matthew Walker extends this same philosophy of leadership beyond the firm. He serves as Chairman of the Board of CV3 Financial Services, is an active member of the Young Presidents’ Organization (YPO) and the International Executive Council, and supports charitable initiatives throughout Arizona. Under his leadership, Fortitude has embedded service into its culture through quarterly volunteer efforts benefiting organizations including Feed My Starving Children and Junior Achievement of Arizona. The firm has also invested in developing future leaders by hiring graduates from an international accounting program, providing mentorship while sponsoring permanent pathways for them to build successful careers in the United States. Fortitude’s story is ultimately one of trust, innovation, and purpose, demonstrating that exceptional growth is achieved not by chasing clients but by consistently earning the privilege to serve them.

Mary Medeiros

COO & Director

Paul MacDonald

CIO

Caroline Grimont

SVP Marketing

Mary Medeiros is a founding member of Harvest Portfolios Group, having played an integral role in setting up the firm’s operations in 2009. Initially, as Vice President of Operations, Mary oversaw the successful growth of the firm’s operations, systems, administration, and key service provider relationships since inception. She has over 30 years of industry experience and managed national administration and sales systems for a Canadian mutual fund company and branch operations for an investment dealer. She was licensed as an advisor in 1997, working directly with retail investors until joining a Canadian investment fund manager in 2000. Mary serves on the board of directors.

Mary Medeiros

COO & Director

Paul MacDonald serves as the Chief Investment Officer and Portfolio Manager for Harvest. Paul joined Harvest in January 2013 and has over 20 years of experience in the investment business, with over 15 years as portfolio manager. Paul oversees the investment team, co-covers select healthcare and real estate companies globally, and is the lead portfolio manager on the Harvest Healthcare Leaders Income ETF, one of Canada’s largest Healthcare ETFs. He is a frequent media guest commentator on BNN, Globe & Mail, Morningstar, and other leading industry media. Previously Paul held positions as Vice President and Portfolio Manager at a Canadian asset manager where he was responsible for the investment portfolios, including a Lipper Award-winning fund.

Paul MacDonald

CIO

Caroline Grimont is the SVP of Marketing at Harvest ETFs. She is passionate about helping beginner investors gain confidence and understand the basics of effective investing and setting financial goals. With over 20 years of experience in national-level marketing, a bachelor of finance, and an MBA, she has acquired a unique blend of personal and professional insights to help others learn more about navigating the world of investing. Named one of Canada’s Best Executives by The Globe and Mail’s Report on Business, Caroline understands that many new investors are eager to grow their financial literacy but often find traditional financial education intimidating. Her goal is to provide investors with clear, fun, practical tips to help them build their knowledge and make informed decisions.

Caroline Grimont

SVP Marketing