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®
Portfolio Management Director
Financial Advisor
About James
Brian Bogart, CFP®
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
About Grant
Michelle Dubay
Chief Operating Officer
About Michelle
Aleksandr Spencer, CFA
Portfolio Manager
About Aleksandr
Hal Frankel, CMT®
Portfolio Analyst
About Hal
Sandra Terronez, CFP®
Financial Planner
About Sandra
Richard McMahon
Associate Financial Advisor - Portfolio Analyst
About Richard
Mindy Harbour
Client Service Associate
About mindy
Sam Schiattareggia
Associate Financial Advisor - Financial Planning
About SAM
Caeli Cusworth
Client Service Associate
About Caeli
Danny Larrabee
Client Services Associate

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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