Bogart Wealth Employee Directory

Bogart Wealth corporate office is located in 2010 Corporate Rdg Ste 900, Mc Lean, Virginia, 22102, United States and has 11-50 employees.

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Employees by Department

Departments

Number of employees

Finance

Sales

Operations

C-Suite

Human Resources

Marketing

Information Technology

Bogart Wealth CEO

James BogartChief Executive Officer & Founder

Phone

See Profile

Key Employees of Bogart Wealth

AE
Allen Eickelbe...
Chief Operating Officer
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Bogart Wealth Global Presence

Location	People at location
North America	11-50

Index of contact profiles from Bogart Wealth

Hundreds of professionals searching for Bogart Wealth have connected with key decision-makers. Join them?

Contact Name

Contact Info

Job Title

HQ Location

JB
Jacob Butler
Email Direct
AGT - Financial Planning
United States , Virginia , Mc Lean

SB
Steven Bogart
Email Direct
Information Technology Support
United States , Virginia , Mc Lean

TK
Thomas Kellogg
Email Direct
AGT - Portfolio Management
United States , Virginia , Mc Lean

DC
Domenico Conti
Email Direct
Controller
United States , Virginia , Mc Lean

CC
Clint Chang
Email Direct
Salesforce Administrator
United States , Virginia , Mc Lean

NC
Nell Cordick
Email Direct
Financial Advisor & Vice President
United States , Virginia , Mc Lean

NC
Nicolas Conforti
Email Direct
Financial Associate & Planner
United States , Virginia , Mc Lean

BB
Bryce Black
Email Direct
Director, Corporate Development
United States , Virginia , Mc Lean

MD
Michael Duffy
Email Direct
Vice President, Financial Advisor
United States , Virginia , Mc Lean

BW
Brian Windsor
Email Direct
Vice President, Financial Advisor
United States , Virginia , Mc Lean

ST
Sandra Terronez
Email Direct
Manager, Financial Planning
United States , Virginia , Mc Lean

AM
Amanda Muse
Email Direct
Director of Advisory
United States , Virginia , Mc Lean

AH
Austin Hilscher
Email Direct
Financial Associate & Advisor
United States , Virginia , Mc Lean

James Bogart
Email Direct
Chief Executive Officer & Founder
United States , Virginia , Mc Lean

PK
Peter Knoer
Email Direct
Vice President - Investments, Financial Advisor
United States , Virginia , Mc Lean

AE
Allen Eickelberg
Email Direct
Chief Operating Officer
United States , Virginia , Mc Lean

JB
Julia Bachman
Email Direct
HR Coordinator
United States , Virginia , Mc Lean

AC
Alie Cowley
Email Direct
Manager, Human Resources
United States , Virginia , Mc Lean

SK
Suzanne Kellogg
Email Direct
Chief Compliance Officer
United States , Virginia , Mc Lean

MG
Misty Garza
Email Direct
Vice President, Financial Advisor
United States , Virginia , Mc Lean

AA
Asima Aleem
Email Direct
Client Relationship Associate
United States , Virginia , Mc Lean

CB
Chaz Billak
Email Direct
Financial Associate & Advisor
United States , Virginia , Mc Lean

BD
Brendon Dashiell
Email Direct
Portfolio Manager, Investment Research
United States , Virginia , Mc Lean

GB
Grant Barlow
Email Direct
AGT - Client Services
United States , Virginia , Mc Lean

123

Former Employees at Bogart Wealth

Explore people who held key positions, contributed to Bogart Wealth's success, and advanced their careers.

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Jason Gulosh

Director, Associate Fi... at Edelman Financial Engi...

Worked as Director of Advisory

at Bogart Wealth (2023-2024)

Direct

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Vice President, Senior... at CIBC

Worked as Manager, Client Services

at Bogart Wealth

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Director, Fleet Lease at Dealers Auto Auction o...

Worked as Head of Business Development

at Bogart Wealth (2016-2018)

Direct

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Partner and Chief Oper... at Warwick Partners

Worked as Vice President - Financial Advisor

at Bogart Wealth (2018-2020)

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Frequently Asked Questions Regarding Bogart Wealth Employees

How many employees does Bogart Wealth have?

Bogart Wealth has 11-50 employees

Who is the CEO of Bogart Wealth?

Bogart Wealth’s CEO is James Bogart

Who are Bogart Wealth key employees?

Some of Bogart Wealth key employees are Allen Eickelberg

Where is Bogart Wealth located?

Bogart Wealth’s headquarters are located at 2010 Corporate Rdg Ste 900, Mc Lean, Virginia, 22102, United States

How do I contact Bogart Wealth?

Bogart Wealth Contact Info: Phone number: (703) 570-8651 Website: www.bogartwealth.com

What does Bogart Wealth do?

Bogart Wealth is a financial advisory and Registered Investment Advisory firm providing retirement planning, investment management, estate planning, real estate investment, and insurance consultation services. Bogart Wealth is headquartered in McLean, Virginia.... Read More

Is Bogart Wealth a public company?

Bogart Wealth is private company therefore does not currently have an official ticker symbol

See more information about Bogart Wealth Employees