Our Team

Everyone at Bogart Wealth is a part of the team.

We have taken great care to build a collegial, cooperative culture as well as a diverse set of skills, experience, qualifications and licenses. Working together, we apply our combined expertise and know-how to each account.

Get To Know Us
James Bogart, CFP®, ChFC®
Principal
Portfolio Management Director
Financial Advisor
About James
Brian Bogart, CFP®
Principal
Financial Advisor
Portfolio Management Director
About Brian
Peter Knoer, CFP®
Vice President – Financial Advisor
About Peter
Michael Duffy
Vice President – Financial Advisor
About Michael
Grant Stucki, CFP®
Vice President – Financial Advisor
Financial Advisor
About Grant
Michelle Dubay
Director of Operations
About Michelle
Aleksandr Spencer, CFA
Portfolio Manager
About Aleksandr
Hal Frankel
Portfolio Analyst
About Hal
Richard McMahon
Client Services Associate
About Richard
Trey Fraim
Client Services Associate
About Trey
Mindy Harbour
Client Service Associate
About mindy
Sam Schiattareggia
Client Services Associate
About SAM
Danny Larrabee
Client Services Associate
About DANNY

When you work with us, you will find that not only will you enjoy an extremely high level of service from our wealth managers, but that our boutique size enables multiple advisors to become familiar with you — and your financial plan. This is a huge benefit, providing multiple layers of oversight, institutional (vs. individual) knowledge of your financial strategy and a greater number of minds attending to challenges and solving problems.

We think of ourselves as each client’s personal wealth management team. We’re there for you as a group, working together to ensure your success.

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Bogart is not responsible for third party websites hyper linked our website, and does not guarantee or necessarily endorse any content, recommendations, products or services offered on third party sites.

In addition, third party websites may have different privacy and security policies than Bogart. Therefore, you should review the applicable privacy and security policies of any third party website before you provide any information.

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