Bogart Wealth, an independent, fee-only Registered Investment Adviser, has appointed Bryce Black as Director of Corporate Development. The role is new and is designed to institutionalize the firm’s mergers and acquisitions strategy as it pursues selective partnerships with RIAs serving Fortune 500 executives, professionals, and employee communities.
Since its founding in 2016, Bogart Wealth has grown organically by serving corporate executives, professionals, and families with tailored, complex financial planning and investment advisory services for benefits compensation, retirement, and career transitions. Over the past year and a half, the firm has strengthened its leadership team and operational foundation and brought in minority capital from Constellation Wealth Capital to support its next phase of growth.
Black brings more than a decade of experience across corporate development and consulting, having overseen more than a dozen acquisitions including RIA mergers and wirehouse lift-outs. Prior to joining Bogart Wealth, he served as Senior Vice President of Corporate Development at Robertson Stephens and previously held roles at Focus Financial Partners and PwC. In his new role, Black will be responsible for sourcing and evaluating potential partners, supporting transaction execution, and working closely with leadership on integration from initial outreach through post-close alignment.
Bogart Wealth plans to focus on a select number of opportunities, emphasizing long-term alignment across clients, culture, and operations, with offices in Virginia and Texas serving a broad range of individuals and families with a focus on the energy, defense, and technology sectors.
KEY QUOTES:
“We have built our firm around helping Fortune 500 professionals navigate important financial decisions with advice that reflects their company benefits, compensation structure, retirement programs, and broader family goals.”
James Bogart, Founder and CEO, Bogart Wealth
“We are focused on partnering with firms where there is a strong cultural fit, a clear client benefit, and a shared belief in where the business can go.”
Jeff Fuhrman, President, Bogart Wealth
