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
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
Grant Stucki
CFP®
Vice President
Financial Advisor
Grant Stucki
CFP®
Vice President
Financial Advisor
Investment Management
Aleksandr Spencer
CFA®
Portfolio Manager
Aleksandr Spencer
CFA®
Portfolio Manager
Hal Frankel
CMT®
Portfolio Analyst
Hal Frankel
CMT®
Portfolio Analyst
Richard McMahon
Associate Financial Advisor-
Portfolio Analyst
Richard McMahon
Associate Financial Advisor-
Portfolio Analyst
Financial Planning
Sandra Terronez
CFP®
Financial Planner
Sandra Terronez
CFP®
Financial Planner
Sam Schiattareggia
Associate Financial Advisor
Financial Planning
Sam Schiattareggia
Associate Financial Advisor
Financial Planning
Client Service
Caeli Cusworth
Client Service Associate
Caeli Cusworth
Client Service Associate
Mindy Harbour
Client Service Associate
Mindy Harbour
Client Service Associate
Danny Larrabee
Client Service Associate
Danny Larrabee
Client Service Associate
Sydney Rutledge
Client Service Associate
Sydney Rutledge
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
Tax Associate
Nicole Guidry
Tax Associate
Lauren Beihl
Tax Assistant
Lauren Beihl
Tax Assistant
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