David William Henion

Current Employers

Employment History

• 09/1996 → 09/2025
  Forte Capital Llc
  Pittsford, NY
• 09/2025 → Present
  Mariner
  Overland Park, KS

Previous Registrations

• 2003-02-28 → 2025-10-01
  Forte Capital Llc
  Pittsford, NY
  Rochester, NY
  Rochester, NY
• 2002-10-23 → 2002-12-31
  Forte Capital Llc
  Pittsford, NY

Other Businesses

Since 2008, David Henion is a Member of Honeoye Lake House LLC and since 2011, a Member Elevation Villas, LLC, both engaged in non-investment-related rental real estate and property management. This business is located at 3 Miller Ct. Rochester, NY 14618. He devotes approximately 6 hours/month to this business, with no hours devoted to this business during trading hours. David Henion is also a member of Jeanne Hicks TR/Charles Henion TR, engaged in managing family assets as a personal trustee. He devotes approximately 2 hours/month to this business, with no hours devoted to this business during trading hours. Forte Capital LLC; Investment related, Pittsford, NY, Member of Management Committee, Start date: 01/2009 , 1 hour per month, 0 during trading hours, Sole purpose of Forte Capital is to hold Mariner F-1 Units. Provide no investment advice or financial planning. Helen W Henion Educational Trust; investment related; Rochester, NY; trustee; start date 11/1/2018; 1 hour /month, 0 during trading hours; trustee of family trust Highland Hospital Foundation Inc; investment related; Rochester, NY; officer, treasurer, chair investment committee; start date 8/1/2008; 4 hours /month, 2 during trading hours; foundation supports hospital operations / capital projects Fleur City Holding Co. LLC; not investment related; Rochester, NY; member manager; start date 9/5/25; 0.5 hours /month, 0 during trading hours; holding company related to acquisition of Forte Capital LLC. The David and Lisa Henion Foundation; not investment related; Rochester, NY; treasurer; start date 12/5/25; 1 hour /month, 0 during trading hours; personal charitable family foundation