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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

Headshot of Michelle

Michelle Dubay

Chief Operating Officer

Headshot of Michelle

Michelle Dubay

Chief Operating Officer

Headshot of Allie Coe

Alie Coe

Human Resources Specialist

Headshot of Allie Coe

Alie Coe

Human Resources Specialist

Advisors

Headshot of Nell

Nell Cordick

CFP®
Vice President
Financial Advisor

Headshot of Nell

Nell Cordick

CFP®
Vice President
Financial Advisor

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Michael Duffy

Vice President
Financial Advisor

Headshot of Michael

Michael Duffy

Vice President
Financial Advisor

Headshot of Peter Knoer

Peter Knoer

CFP®
Vice President
Financial Advisor

Headshot of Peter Knoer

Peter Knoer

CFP®
Vice President
Financial Advisor

MikeCamara 12 2020 e1616160876605 | Bogart Wealth

Michael Camara

CFP®
Vice President
Financial Advisor

MikeCamara 12 2020 e1616160876605 | Bogart Wealth

Michael Camara

CFP®
Vice President
Financial Advisor

JasonMishaw 2021 03 2 e1616160581777 | Bogart Wealth

Jason Mishaw

CFA®
Financial Advisor

JasonMishaw 2021 03 2 e1616160581777 | Bogart Wealth

Jason Mishaw

CFA®
Financial Advisor

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Sam Schiattareggia

Associate Financial Advisor

Headshot of Sam Schiattareggia

Sam Schiattareggia

Associate Financial Advisor

Investment Management

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Aleksandr Spencer

CFA®
Portfolio Manager

Headshot of Aleksandr

Aleksandr Spencer

CFA®
Portfolio Manager

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Hal Frankel

CMT®
Portfolio Analyst

Headshot of Al Frankel

Hal Frankel

CMT®
Portfolio Analyst

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Bennett Greenfeld

Junior Portfolio Analyst

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Bennett Greenfeld

Junior Portfolio Analyst

Stephen 2021 03 e1616161434338 | Bogart Wealth

Stephen Thorsen

Operations Analyst

Stephen 2021 03 e1616161434338 | Bogart Wealth

Stephen Thorsen

Operations Analyst

Financial Planning

Sandra Terronez headshot

Sandra Terronez

CFP®
Financial Planner

Sandra Terronez headshot

Sandra Terronez

CFP®
Financial Planner

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Richard McMahon

Associate Financial Advisor
Financial Planning

Headshot of Richard

Richard McMahon

Associate Financial Advisor
Financial Planning

Faye 11 2020 e1606316627193 | Bogart Wealth

Faye Lawrence

CFP®
Paraplanner

Faye 11 2020 e1606316627193 | Bogart Wealth

Faye Lawrence

CFP®
Paraplanner

Client Service

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Caeli Cusworth

Client Service Associate

Headshot of Caeli

Caeli Cusworth

Client Service Associate

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Mindy Harbour

Client Service Associate

Headshot of Mindy

Mindy Harbour

Client Service Associate

Headshot of Sydney

Sydney Rutledge

Client Service Associate

Headshot of Sydney

Sydney Rutledge

Client Service Associate

TAX Preparation & Planning

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Troy O'Callaghan

MBA, CPA®
Tax Partner

headshot of Troy

Troy O'Callaghan

MBA, CPA®
Tax Partner

Headshot of Gordon

Gordon Weiberg

Senior Tax Associate

Headshot of Gordon

Gordon Weiberg

Senior Tax Associate

Nicole headshot

Nicole Guidry

Tax Associate

Nicole headshot

Nicole Guidry

Tax Associate

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Lauren Beihl

Tax Assistant

headshot of Lauren

Lauren Beihl

Tax Assistant

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