James Bogart Email & Phone Number
CEO and Founder @ Bogart Wealth
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James Bogart Location
- McLean, VA, US
James Bogart Work
- 2016 -now CEO and Founder @
- 2016 -now Principal, Portfolio Management Director, Financial Advisor @
- 2016 -2025 President @
- 2014 -2016 Vice President - Financial Advisor @
- 2009 -2014 Principal @
- 2001 -2009 Investment Executive @ Ferris, Baker Watts Inc.
James Bogart Education
- The American College of Financial Services 2008-2008
- University of Virginia 2003-2007
- Georgetown University 2006-2006
James Bogart Skills
- Financial Advisory
- Financial Analysis
- Wealth Management
- Small Business
- Retirement
- Asset Management
- Investment Management
- Financial Planning
- Mutual Funds
- Estate Planning
- Retirement Planning
- Entrepreneurship
- Portfolio Management
- Investment Advisory
- Strategic Planning
- Financial Reporting
- Certified Financial Planner
- Financial Services
- Investment Portfolios
- Wealth Accumulation
- Insurance
- Finance
- Marketing
- Risk Management
- Investments
- Public Speaking
- Wealth
James Bogart Summary
- James Bogart, based in McLean, VA, US, is currently a CEO and Founder at Bogart Wealth. James Bogart brings experience from previous roles at Bogart Wealth, The Bogart Group at Morgan Stanley and RBC Wealth Management. James Bogart holds a 2008 - 2008 The American College of Financial Services. With a robust skill set that includes Financial Advisory, Financial Analysis, Wealth Management, Small Business, Retirement and more. James Bogart has 2 emails and 1 mobile phone numbers on RocketReach.
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Top Bogart Wealth Employees
Elizabeth Kline
Executive Assistant to CEO and Founder
Ashburn, VA, US
James Bogart
CEO and Founder
McLean, VA, US
Geraldo Olivo
Financial Advisor
Houston, TX, US
Jeffrey Fuhrman
President
New Canaan, CT, US
Alison
Human Resources Manager
Potomac, MD, US
Bryce Black
Director of Corporate Development
New York, NY, US
Patrick Marcinko
Financial Advisor
Washington, DC, US
Mike Duffy
Vice President, Financial Advisor
Washington, DC, US
Mindy Harbour
Business Development Coordinator
Houston, TX, US
Morgan Veth
Vice President Financial Advisor
Washington, DC, US
Michael Camara
Vice President, Financial Advisor
Spring, TX, US
Amanda Muse
Director of Advisory
Houston, TX, US
Sydney Rutledge
Financial Advisor
Houston, TX, US
Allen Eickelberg
Chief Operating Officer
Arlington, VA, US
Brendon Dashiell
Portfolio Manager, Investment Research
Arlington, VA, US
Aleksandr Spencer
Chief Investment Officer
Washington, DC, US
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