fbpx

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.
Aleem 9624 web LowRes Vertical 2 | Bogart Wealth

Asima Aleem

Client Relationship Associate

Chaz Billak 8.19.2022 scaled e1661274346502 | Bogart Wealth

Chaz Billak

Client Service Associate

James Bogart

James Bogart

CFP®, ChFC®
CEO & President
Founder

MikeCamara 12 2020 e1616160876605 | Bogart Wealth

Michael Camara

CFP®
Vice President
Financial Advisor

Alie Coe BW67492 scaled e1640729533742 | Bogart Wealth

Alie Coe

SHRM-CP
Human Resources Specialist

Nick Conforti BW67575 2 | Bogart Wealth

Nick Conforti

Client Service Associate

Nell Cordick BW67523 3 | Bogart Wealth

Nell Cordick

CFP®
Senior Vice President
Financial Advisor

Bogart Wealth Valarie D zoom scaled pyducom8shlw0g1pfq49sp2te9gi8qr61h5q6rooic | Bogart Wealth

Valerie Donely

Client Services Manager

Michelle Dubay BW67437 scaled e1640729430375 | Bogart Wealth

Michelle Dubay

Chief Operating Officer

Mike Duffy2 scaled e1650477484672 | Bogart Wealth

Michael Duffy

Vice President
Financial Advisor

Evans Edit vertical py5ea5lq4kmyjw82wmw62q4a09cih4zsmjhcpov4oo | Bogart Wealth

Daniel Evans

CFP®
Financial Advisor

Hal Frankel BW67432 2 | Bogart Wealth

Hal Frankel

CMT®
Senior Research Analyst

Garza 3198 4x6print HighRes Horizontal 2 | Bogart Wealth

Misty Garza

CFP®, MBA
Vice President
Financial Advisor

Photo Coming Soon | Bogart Wealth

Jason Gulosh

CFP®
Director of Advisory

Headshot of Mindy

Mindy Harbour

Senior Client Relationship Associate

Victoria Holcom 2 | Bogart Wealth

Victoria Holcom

Client Service Associate

Photo Coming Soon | Bogart Wealth

Grayson Kirby

Client Service Associate

Headshot of Peter Knoer

Peter Knoer

CFP®
Vice President
Financial Advisor

Patrick Marcinko 2 | Bogart Wealth

Patrick Marcinko

CFP®
Associate Financial Advisor

Jennifer Mascarenas BW67512 2 | Bogart Wealth

Jennifer Mascarenas

CFP®
Financial Planner

Harrison McQuaig 2 | Bogart Wealth

Harrison McQuaig

Financial Planning Associate

Platt Adam 8.18.2022 2 scaled e1661274574452 | Bogart Wealth

Adam Platt

Junior Portfolio Analyst

Headshot of Sydney

Sydney Rutledge

CFP®
Associate Financial Advisor

Jung Seh 2 | Bogart Wealth

Jung Seh

Financial Advisor

Aleks Spencer 3 3 | Bogart Wealth

Aleksandr Spencer

CFA®
Chief Investment Officer

Bogart Wealth Valarie S zoom scaled pydu5k0aypulyweg2574dztz82lavdgg27266895p0 | Bogart Wealth

Valerie Staniloff

Client Service Associate

Stephen Thorsen BW67466 2 | Bogart Wealth

Stephen Thorsen

Junior Portfolio Analyst

Veth Morgan 8.18.2022 scaled e1661274618181 | Bogart Wealth

Morgan Veth

CFP®
Vice President
Financial Advisor

Brian Windsor 2 pq2hqmgvip3tk378mmz9jeie794iimi26slnf8fyec | Bogart Wealth

Brian Windsor

CFP®
Vice President
Financial Advisor

Virginia

Chaz Billak 8.19.2022 scaled e1661274346502 | Bogart Wealth

Chaz Billak

Client Service Associate

James Bogart

James Bogart

CFP®, ChFC®
CEO & President
Founder

Alie Coe BW67492 scaled e1640729533742 | Bogart Wealth

Alie Coe

SHRM-CP
Human Resources Specialist

Nick Conforti BW67575 2 | Bogart Wealth

Nick Conforti

Client Service Associate

Nell Cordick BW67523 3 | Bogart Wealth

Nell Cordick

CFP®
Senior Vice President
Financial Advisor

Bogart Wealth Valarie D zoom scaled | Bogart Wealth

Valerie Donely

Client Services Manager

Michelle Dubay BW67437 scaled e1640729430375 | Bogart Wealth

Michelle Dubay

Chief Operating Officer

Mike Duffy2 scaled e1650477466962 | Bogart Wealth

Michael Duffy

Vice President
Financial Advisor

Hal Frankel BW67432 2 | Bogart Wealth

Hal Frankel

CMT®
Senior Research Analyst

Photo Coming Soon | Bogart Wealth

Jason Gulosh

CFP®
Advisory Director

Victoria Holcom 2 | Bogart Wealth

Victoria Holcom

Client Service Associate

Photo Coming Soon | Bogart Wealth

Grayson Kirby

Client Services Associate

Patrick Marcinko 2 | Bogart Wealth

Patrick Marcinko

CFP®
Associate Financial Advisor

Jennifer Mascarenas BW67512 2 | Bogart Wealth

Jennifer Mascarenas

CFP®
Financial Planner

Harrison McQuaig 2 | Bogart Wealth

Harrison McQuaig

Financial Planning Associate

Platt Adam 8.18.2022 2 scaled e1661274574452 | Bogart Wealth

Adam Platt

Junior Portfolio Analyst

Jung Seh 2 | Bogart Wealth

Jung Seh

Financial Advisor

Aleks Spencer 3 3 | Bogart Wealth

Aleksandr Spencer

CFA®
Chief Investment Officer

Bogart Wealth Valarie S zoom scaled | Bogart Wealth

Valerie Staniloff

Client Services Associate

Stephen Thorsen BW67466 2 | Bogart Wealth

Stephen Thorsen

Operations Analyst

Veth Morgan 8.18.2022 scaled e1661274618181 ptp386ieacgra3sjznpltl44wq3pp9o48dwanun4d6 | Bogart Wealth

Morgan Veth

CFP®
Vice President
Financial Advisor

Brian Windsor 2 pq2hqmgvip3tcq0zvvlc94r3ebc9sys5d259swkt0a | Bogart Wealth

Brian Windsor

CFP®
Vice President
Financial Advisor

Texas

Aleem 9624 web LowRes Vertical 2 | Bogart Wealth

Asima Aleem

Client Relationship Associate

James Bogart

James Bogart

CFP®, ChFC®
CEO & President
Founder

MikeCamara 12 2020 e1616160876605 p4g76r0li2tti5kckef6586y7koq14ylwchejicqn8 | Bogart Wealth

Michael Camara

CFP®
Vice President
Financial Advisor

Evans Edit vertical py5ea5lq4kmyjw82wmw62q4a09cih4zsmjhcpov4oo | Bogart Wealth

Daniel Evans

CFP®
Financial Advisor

Garza 3198 4x6print HighRes Vertical 2 | Bogart Wealth

Misty Garza

CFP®, MBA
Vice President
Financial Advisor

Headshot of Mindy

Mindy Harbour

Senior Client Relationship Associate

Headshot of Peter Knoer

Peter Knoer

CFP®
Vice President
Financial Advisor

Headshot of Sydney

Sydney Rutledge

CFP®
Associate Financial Advisor

Tax Preparation & Planning

headshot of Troy

Troy O'Callaghan

MBA, CPA®
Tax Partner

1 1 e1663238996413 | Bogart Wealth

Madeline Brogan

Tax Director

Headshot of Gordon

Gordon Weiberg

Senior Tax Associate

Nicole headshot

Nicole Guidry

Senior Tax Associate

headshot of Lauren

Lauren Baronaske

Tax Associate

Felicia Square 1 8 23 q2av9ktp8ov34m8rrjmc80ubvcq5e1ru589nbs5t30 | Bogart Wealth

Felicia Vargas

Tax Associate

Irene Square 1 8 23 q2av9iy0v0sihebi2it331beokzeynkdgyyod88lfg | Bogart Wealth

Irene Osborne

Administrative Assistant

1 1 e1663238996413 | Bogart Wealth

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.

Are you looking for independent advice?

Is Bogart right for me?

  • This field is for validation purposes and should be left unchanged.

By submitting this form, you are consenting to receive emails from: Bogart Wealth, 2010 Corporate Ridge, Suite 580, McLean, VA, 22102, US, http://www.bogartwealth.com. You can revoke your consent to receive emails at any time by using the SafeUnsubscribe® link, found at the bottom of every email. Emails are serviced by Constant Contact.

IT Support by SADOSSecure, Fast Hosting for WordPress

You are now leaving the Bogart Wealth, LLC / Bogart Wealth™ (“Bogart”), website and entering a third party website that we do not control.

Bogart is not responsible for third party websites hyper linked our website, and does not guarantee or necessarily endorse any content, recommendations, products or services offered on third party sites.

In addition, third party websites may have different privacy and security policies than Bogart. Therefore, you should review the applicable privacy and security policies of any third party website before you provide any information.

Ok