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One Focus.
Many Solutions.

Experience combined with a wide range of investment strategies lets our advisors deliver solutions designed to help meet your financial needs.

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WHO WE ARE

The asset management division of Fortis Lux.

Fortis Lux Asset Management is the full-service asset management division of Fortis Lux Financial, helping clients grow, preserve, and transfer wealth, with an experienced team behind every decision.

FLEXIBILITY

Asset management strategies

Equity and fixed income strategies.

A diversified foundation of equity and fixed income strategies designed to support your investment objectives.

Customized portfolios.

Portfolio strategies managed with a disciplined approach as market conditions and financial goals evolve.

Tax-sensitive portfolios.

Position assets to help offset higher taxes.

Access to institutional funds and third-party managers.

Access to a broad lineup of managers, not a single investment viewpoint.

Hedging strategies.

Access to complex strategies utilized by third-party managers designed to help manage downside risk.

WHO WE SERVE

Two paths, one platform.

For clients

Personalized wealth solutions and direct advisory relationships built to help you navigate complex financial decisions and secure your legacy.

Client contact

Client contact

For financial professionals

Access to investment solutions across major asset classes, risk exposures, investment styles, and time horizons that can be offered to clients through eligible advisory programs.

Financial professional contact

Financial professional contact

OUR APPROACH

Invest with an end goal in mind.

Goal-based focus

We believe investment decisions are best made in the context of a greater purpose.

Long-term investors

Staying invested through full market cycles can be crucial to performance.

Confident and patient investors

Hasty, emotional decisions rarely yield good results.

Value investors

Fundamental value drives long-term returns, valuation, earnings, and growth.

Tax efficiency & expenses

Cost-conscious, tax-sensitive portfolio construction designed to help manage the impact of expenses and taxes.

OUR TEAM

Meet the team

Leadership means taking responsibility for outcomes, not just oversight. Our senior team works alongside your dedicated financial professional, bringing institutional depth alongside the personal connection that defines our boutique experience.

Michael Luftman

ChFC, CASL®

EVP, Head of Wealth Management

Learn more

Felix Malitsky

AAMS®, AWMA®

President / Founding Partner

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Edward Zang

Director of Research and Analysis

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Samuel Gordon

Research Analyst

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Lisa Fischetti

Director of Relationship Management

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References to a portfolio manager's experience, credentials, or professional background should not be construed as an indication that investors will experience favorable investment results. Investment outcomes will vary and cannot be guaranteed.

Support team

Anita Velez
Personal Assistant to Michael Luftman

Lynn Maristela
Operations Administrator

Alyson Cohen
Associate Marketing Manager

Linda Wong
Agency Supervisor Officer

MARKET COMMENTARY

Insights that

keep you ahead.

Q1 2026, Quarterly Economic Update

Growth held, but stocks pulled back on energy‑driven volatility.

Read more

Q2 2026, Quarterly Economic Update

AI and solid growth powered a market rebound, but policy and energy risks persisted.

Read more

Get in touch

For clients
For financial professionals

NYC Headquarters

420 Lexington Ave, 25th Floor
Suite 2510
New York, NY 10170

(212) 578-0300

Tarrytown Office

120 White Plains Road
Suite 601
Tarrytown, NY 10591

(914) 366-8300

Terms and Conditions

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NYC Headquarters

420 Lexington Ave, 25th Floor
Suite 2510
New York, NY 10170

(212) 578-0300

Tarrytown Office

120 White Plains Road
Suite 601
Tarrytown, NY 10591

(914) 366-8300

Terms and Conditions

Submit
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Edward Zang

Edward Zang

Director of Research and Analysis

Edward is the Director of Investment Strategy for New York City based Fortis Lux Asset Management. As of 2025, he oversees more than $2 billion in multi-asset class investment portfolios. He has 25+ years of wealth management experience, beginning in 1999 with Morgan Stanley Dean Witter in Greenwich, CT.

Edward operated his own wealth management outfit in New York which he ran until 2011 prior to joining MetLife Premier Client Group (now Fortis Lux Financial. He is committed to offering the highest level of investment techniques and investment research; his extensive knowledge of investing allows him to provide complex strategies and comprehensive portfolio management suitable for high net worth investors. The approach he uses for investment research and risk assessment utilizes a combination of fundamental and technical analysis.

In 2016, MetLife Premier Client Group was acquired by MassMutual, and Hudson Wealth Advisors was merged into Fortis Lux Financial.

Edward is a BSME graduate of Lehigh University, class of 1996.

Samuel Gordon

Samuel Gordon

Research Analyst

Sam Gordon is a Research Analyst with Fortis Lux Financial, based in New York City. He specializes in portfolio construction, tactical asset allocation, investment product selection, and trading. For the last decade, Sam has helped advisors and their clients better understand their current investment positioning and capitalize on ever-changing market opportunities.

Sam began his career at a boutique equity research firm, analyzing individual company fundamentals to advise on the construction of institutional portfolios. He moved into personal wealth management in 2020, leveraging those security-level analytical tools to help financial advisors build goal-oriented strategies for their clients. He holds a B.S. in Finance and in Marketing from Lehigh University (class of 2015), maintains Series 7 and 66 licenses, and is currently pursuing his CFA (Chartered Financial Analyst) designation. Based in Brooklyn with his wife Emily, Sam enjoys adventurous travel, golfing, cooking, and historical documentaries.

Lisa Fischetti

Lisa Fischetti

Director of Relationship Management

Lisa began her career External Wholesaling to Financial Advisors within Financial Institutions at AIG SunAmerica, She has continually progressed in her career to National Sales positions of greater scope and responsibility, from AIG National Accounts, to Wells Fargo Advisors where she covered Bank, Wire and Independent Channel Relationships for the National Sales Group. Most recently, Lisa represented the MetLife Securities Broker-Dealer covering the MetLife PCG Advisors Channel which was later acquired by MassMutual. Lisa continues her work in national sales, previously represented MetLife Securities covering the MetLife Advisors Channel, which was later acquired by MassMutual.

Lisa offers a blend of financial services multi-channel wholesaling and relationship management. Her strong sales experience and sales management expertise have been valuable to her success in penetrating target markets, generating additional sources of revenue, and forming strategic relationships.

Michael Luftman

Michael Luftman

EVP, Head of Wealth Management

Michael Luftman brings nearly three decades of experience to the individuals and families he serves. He began his career in 1997 in PaineWebber's Investment Banking Program, then built his practice as a financial planner with Scher Financial Group, a MetLife office, before founding Hudson Wealth Advisors. In 2016, following MassMutual's acquisition of the MetLife Premier Client Group, he merged Hudson Wealth Advisors into Fortis Lux Financial, where he now leads the wealth management practice.

Michael is committed to building long-term relationships, and helping clients reach their goals is his first priority. He focuses on wealth management and investment strategy, protection, and retirement planning, drawing on deep experience and world-class planning tools to help each client build lasting financial freedom.

EDUCATION

  • B.S. in Finance, Pennsylvania State University
  • International Finance and Taxation, University of Seville, Spain

DESIGNATIONS

  • ChFC®, Chartered Financial Consultant
  • CASL®, Chartered Advisor for Senior Living

INDUSTRY LEADERSHIP & HONORS

  • Fidelity Advisory Council, Member (2001 to present)
  • BlackRock Masters Club, Member (2007 to present)
  • MetLife Securities Advisory Board, Member (2004 to 2016)
  • Professional memberships: NAIFA, FPA, and IAFP; former advisor, NFL Financial Advisory Program

COMMUNITY

Outside the office, Michael coaches two baseball teams in his community and runs 5K races alongside his children to support veterans' and cancer charities. He mentors through the Veterans Association and is an avid reader of military history, including non-fiction on the Navy SEALs and Special Forces.

Felix Malitsky, CRPC®, CMFC®

Felix Malitsky

President / Founding Partner

Felix Malitsky brings a deep sense of purpose, discipline, and optimism to everything he builds. An immigrant to the United States, Felix credits his drive to the opportunities this country has provided and to a belief that success is best measured by the impact you make on others.

Felix is the Founder of Fortis Companies and the Founder and CEO of Fortis Lux Financial, which he established in 2016. He set out to build more than a traditional financial firm, with a vision centered on creating a platform where ambitious professionals could grow, collaborate, and serve clients with clarity, integrity, and a long-term focus. “We are a firm built by people who want to help others move forward,” he says. “Whether it is our advisors, our team members, or our clients, the goal is the same: confidence,opportunity, and sustainable success.”

Felix believes the future of the financial services industry is delivering more advice with fewer people. This philosophy emphasizes deeper relationships, thoughtful planning, and a family office-style experience that supports clients through every stage of life.

Felix grew up in suburban Connecticut, where he developed a strong work ethic and competitive spirit through athletics. He later earned a bachelor's degree in History and Economics from the University of Connecticut, a foundation that shaped both his analytical mindset and his appreciation for long-term perspective. He entered the financial services industry in 2002, where his ability to develop people and build teams led to senior leadership roles at American Express Financial Advisors and MetLife. Those experiences ultimately led him to found Fortis Lux Financial.

A combat veteran, Felix believes leadership is rooted in service, accountability, and trust. This philosophy has helped shape the culture at Fortis Lux Financial, contributing to strong advisor retention and a collaborative, growth-oriented environment focused on delivering comprehensive guidance to clients.

Felix has been widely recognized within the financial services industry for his leadership and performance, while maintaining a strong commitment to giving back, particularly to organizations that support veterans and their families. This values-driven approach has helped define the culture at Fortis Lux Financial, which was recognized by Crain’s New York Business as one of New York City’s 100 Best Places to Work.

Today, Felix resides in Connecticut with his wife, Donatella, and their twins. Outside of work, he values time with family above all else and can often be found watching his kids play sports, staying active through workouts, or spending time with the family’s French bulldog, Louie.