Our Team
Everyone at Bogart Wealth is a part of the team.
Asima Aleem
Client Relationship Associate
Chaz Billak
Client Service Associate
James Bogart
CFP®, ChFC®
CEO & President
Founder
Michael Camara
CFP®
Vice President
Financial Advisor
Alie Coe
SHRM-CP
Human Resources Specialist
Nick Conforti
Client Service Associate
Nell Cordick
CFP®
Senior Vice President
Financial Advisor
Valerie Donely
Client Services Manager
Michelle Dubay
Chief Operating Officer
Michael Duffy
Vice President
Financial Advisor
Daniel Evans
CFP®
Financial Advisor
Hal Frankel
CMT®
Senior Research Analyst
Misty Garza
CFP®, MBA
Vice President
Financial Advisor
Jason Gulosh
CFP®
Director of Advisory
Mindy Harbour
Senior Client Relationship Associate
Victoria Holcom
Client Service Associate
Grayson Kirby
Client Service Associate
Peter Knoer
CFP®
Vice President
Financial Advisor
Patrick Marcinko
CFP®
Associate Financial Advisor
Jennifer Mascarenas
CFP®
Financial Planner
Harrison McQuaig
Financial Planning Associate
Adam Platt
Junior Portfolio Analyst
Sydney Rutledge
CFP®
Associate Financial Advisor
Jung Seh
Financial Advisor
Aleksandr Spencer
CFA®
Chief Investment Officer
Valerie Staniloff
Client Service Associate
Stephen Thorsen
Junior Portfolio Analyst
Morgan Veth
CFP®
Vice President
Financial Advisor
Brian Windsor
CFP®
Vice President
Financial Advisor
Virginia
Chaz Billak
Client Service Associate
James Bogart
CFP®, ChFC®
CEO & President
Founder
Alie Coe
SHRM-CP
Human Resources Specialist
Nick Conforti
Client Service Associate
Nell Cordick
CFP®
Senior Vice President
Financial Advisor
Valerie Donely
Client Services Manager
Michelle Dubay
Chief Operating Officer
Michael Duffy
Vice President
Financial Advisor
Hal Frankel
CMT®
Senior Research Analyst
Jason Gulosh
CFP®
Advisory Director
Victoria Holcom
Client Service Associate
Grayson Kirby
Client Services Associate
Patrick Marcinko
CFP®
Associate Financial Advisor
Jennifer Mascarenas
CFP®
Financial Planner
Harrison McQuaig
Financial Planning Associate
Adam Platt
Junior Portfolio Analyst
Jung Seh
Financial Advisor
Aleksandr Spencer
CFA®
Chief Investment Officer
Valerie Staniloff
Client Services Associate
Stephen Thorsen
Operations Analyst
Morgan Veth
CFP®
Vice President
Financial Advisor
Brian Windsor
CFP®
Vice President
Financial Advisor
Texas
Asima Aleem
Client Relationship Associate
James Bogart
CFP®, ChFC®
CEO & President
Founder
Michael Camara
CFP®
Vice President
Financial Advisor
Daniel Evans
CFP®
Financial Advisor
Misty Garza
CFP®, MBA
Vice President
Financial Advisor
Mindy Harbour
Senior Client Relationship Associate
Peter Knoer
CFP®
Vice President
Financial Advisor
Sydney Rutledge
CFP®
Associate Financial Advisor
Tax Preparation & Planning
Troy O'Callaghan
MBA, CPA®
Tax Partner
Madeline Brogan
Tax Director
Gordon Weiberg
Senior Tax Associate
Nicole Guidry
Senior Tax Associate
Lauren Baronaske
Tax Associate
Felicia Vargas
Tax Associate
Irene Osborne
Administrative Assistant
Makayla Earl
Administrative Assistant
Please Note Limitations: The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Bogart Wealth is engaged, or continues to be engaged, to provide investment advisory services.
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