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.
Firm Management
James Bogart
CFP®, ChFC®
CEO & President
Portfolio Management Director
Financial Advisor
James Bogart
CFP®, ChFC®
CEO & President
Portfolio Management Director
Financial Advisor
Michelle Dubay
Chief Operating Officer
Michelle Dubay
Chief Operating Officer
Alie Coe
SHRM-CP
Human Resources Specialist
Alie Coe
Human Resources Specialist
Advisors
Nell Cordick
CFP®
Vice President
Financial Advisor
Nell Cordick
CFP®
Vice President
Financial Advisor
Michael Duffy
Vice President
Financial Advisor
Michael Duffy
Vice President
Financial Advisor
Peter Knoer
CFP®
Vice President
Financial Advisor
Peter Knoer
CFP®
Vice President
Financial Advisor
Michael Camara
CFP®
Vice President
Financial Advisor
Michael Camara
CFP®
Vice President
Financial Advisor
Mark Kuniholm
CFP®
Financial Advisor
Mark Kuniholm
CFA®
Financial Advisor
Sam Schiattareggia
Associate Financial Advisor
Sam Schiattareggia
Associate Financial Advisor
Investment Management
Aleksandr Spencer
CFA®
Portfolio Manager
Aleksandr Spencer
CFA®
Portfolio Manager
Hal Frankel
CMT®
Portfolio Analyst
Hal Frankel
CMT®
Portfolio Analyst
Bennett Greenfeld
Junior Portfolio Analyst
Bennett Greenfeld
Junior Portfolio Analyst
Stephen Thorsen
Operations Analyst
Stephen Thorsen
Operations Analyst
Financial Planning
Sandra Terronez
CFP®
Financial Planner
Sandra Terronez
CFP®
Financial Planner
Faye Lawrence
CFP®
Paraplanner
Faye Lawrence
CFP®
Paraplanner
Client Service
Caeli Cusworth
Client Service Associate
Caeli Cusworth
Client Service Associate
Mindy Harbour
Client Service Associate
Mindy Harbour
Client Service Associate
Sydney Rutledge
Client Service Associate
Sydney Rutledge
Client Service Associate
Nick Conforti
Client Service Associate
Nick Conforti
Client Service Associate
TAX Preparation & Planning
Troy O'Callaghan
MBA, CPA®
Tax Partner
Troy O'Callaghan
MBA, CPA®
Tax Partner
Gordon Weiberg
Senior Tax Associate
Gordon Weiberg
Senior Tax Associate
Nicole Guidry
Senior Tax Associate
Nicole Guidry
Senior Tax Associate
Lauren Biehl
Tax Associate
Lauren Beihl
Tax Associate
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