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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

James Bogart

CFP®, ChFC®
CEO & President
Portfolio Management Director
Financial Advisor

James Bogart

James Bogart

CFP®, ChFC®
CEO & President
Portfolio Management Director
Financial Advisor

Michelle Dubay Headshot | Bogart Wealth

Michelle Dubay

Chief Operating Officer

Michelle Dubay Headshot | Bogart Wealth

Michelle Dubay

Chief Operating Officer

Advisors

Nell 06 2020 e1592500375180 1 | Bogart Wealth

Nell Cordick

CFP®
Vice President
Financial Advisor

Nell 06 2020 e1592500375180 1 | Bogart Wealth

Nell Cordick

CFP®
Vice President
Financial Advisor

Michael Duffy Headshot | Bogart Wealth

Michael Duffy

Vice President
Financial Advisor

Michael Duffy Headshot | Bogart Wealth

Michael Duffy

Vice President
Financial Advisor

Peter Knoer Headshot | Bogart Wealth

Peter Knoer

CFP®
Vice President
Financial Advisor

Peter Knoer Headshot | Bogart Wealth

Peter Knoer

CFP®
Vice President
Financial Advisor

Grant Stucki Headshot | Bogart Wealth

Grant Stucki

CFP®
Vice President
Financial Advisor

Grant Stucki Headshot | Bogart Wealth

Grant Stucki

CFP®
Vice President
Financial Advisor

Investment Management

Al Frankel Headshot | Bogart Wealth

Hal Frankel

CMT®
Portfolio Analyst

Al Frankel Headshot | Bogart Wealth

Hal Frankel

CMT®
Portfolio Analyst

Richard McMahon Headshot | Bogart Wealth

Richard McMahon

Associate Financial Advisor-
Portfolio Analyst

Richard McMahon Headshot | Bogart Wealth

Richard McMahon

Associate Financial Advisor-
Portfolio Analyst

Aleksandr Spencer Headshot e1588863654144 | Bogart Wealth

Aleksandr Spencer

CFA®
Portfolio Manager

Aleksandr Spencer Headshot e1588863654144 | Bogart Wealth

Aleksandr Spencer

CFA®
Portfolio Manager

Financial Planning

Sam Schiattareggia Headshot | Bogart Wealth

Sam Schiattareggia

Associate Financial Advisor
Financial Planning

Sam Schiattareggia Headshot | Bogart Wealth

Sam Schiattareggia

Associate Financial Advisor
Financial Planning

Sandra e1592491494781 1 | Bogart Wealth

Sandra Terronez

CFP®
Financial Planner

Sandra e1592491494781 1 | Bogart Wealth

Sandra Terronez

CFP®
Financial Planner

Client Service

Caeli Cusworth Headshot | Bogart Wealth

Caeli Cusworth

Client Service Associate

Caeli Cusworth Headshot | Bogart Wealth

Caeli Cusworth

Client Service Associate

Mindy Harbour Headshot | Bogart Wealth

Mindy Harbour

Client Service Associate

Mindy Harbour Headshot | Bogart Wealth

Mindy Harbour

Client Service Associate

Danny Larrabee Headshot | Bogart Wealth

Danny Larrabee

Client Service Associate

Danny Larrabee Headshot | Bogart Wealth

Danny Larrabee

Client Service Associate

Sydney e1592491718426 1 | Bogart Wealth

Sydney Rutledge

Client Service Associate

Sydney e1592491718426 1 | Bogart Wealth

Sydney Rutledge

Client Service Associate

TAX Preparation & Planning

Troy Full 6 12 2020 e1592491842208 813x1024 1 | Bogart Wealth

Troy O'Callaghan

MBA, CPA®
Tax Partner

Troy Full 6 12 2020 e1592491842208 813x1024 1 | Bogart Wealth

Troy O'Callaghan

MBA, CPA®
Tax Partner

Gordon Full 6 12 2020 e1592491979352 787x1024 1 | Bogart Wealth

Gordon Weiberg

Senior Tax Associate

Gordon Full 6 12 2020 e1592491979352 787x1024 1 | Bogart Wealth

Gordon Weiberg

Senior Tax Associate

Nicole Full 6 12 2020 e1592491920451 759x1024 1 | Bogart Wealth

Nicole Guidry

Tax Associate

Nicole Full 6 12 2020 e1592491920451 759x1024 1 | Bogart Wealth

Nicole Guidry

Tax Associate

Lauren Full 6 12 2020 e1592491956993 726x1024 1 | Bogart Wealth

Lauren Beihl

Tax Assistant

Lauren Full 6 12 2020 e1592491956993 726x1024 1 | Bogart Wealth

Lauren Beihl

Tax Assistant

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