New leadership role reflects firm’s next phase of growth and strategic focus on partnerships

MCLEAN, Va.--(BUSINESS WIRE)--

Bogart Wealth, an independent, fee-only Registered Investment Adviser, has announced the appointment of Bryce Black as Director of Corporate Development. In this newly created role, Bryce will help institutionalize Bogart’s M&A strategy to expand its reach through selective partnerships with RIAs that have developed deep relationships with Fortune 500 executives, professionals, and employee communities.

Since its founding in 2016, Bogart Wealth has experienced rapid organic growth by serving corporate executives, professionals, and families through tailored complex benefit compensation, retirement, and career transition financial planning and investment advisory services. Over the past year and a half, Bogart Wealth has strengthened its leadership team and operational foundation, and brought in minority capital from Constellation Wealth Capital to support its next phase of growth.

“Our growth has always been grounded in deep client knowledge,” said James Bogart, Founder and CEO of Bogart Wealth. “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. We see a meaningful opportunity to extend that model through partnerships with RIAs that have built similar trust and specialization inside other communities that are home to some of the nation's top organizations.”

In his role, Bryce will be responsible for sourcing and evaluating potential partners, supporting transaction execution, and working closely with leadership on integration. He will lead the process from initial outreach through post-close alignment, working across teams to ensure consistency in how partnerships are evaluated and brought onto the platform.

“Bryce understands how to move through the full lifecycle of a partnership, from early conversations to integration,” said Jeff Fuhrman, President of 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. Bryce brings the experience to evaluate opportunities with discipline, but also the judgment to understand each firm has its own history, strengths, and people. That balance is critical for us.”

Bryce brings more than a decade of experience across corporate development and consulting. He has overseen more than a dozen acquisitions, including RIA mergers and wirehouse lift-outs, with experience in sourcing, structuring, and integration. 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.

Bogart Wealth plans to focus on a select number of opportunities, with an emphasis on long-term alignment across clients, culture, and operations.

ABOUT BOGART WEALTH

Bogart Wealth is an independent, fee-only registered investment adviser providing integrated financial planning, investment management, and tax strategy for corporate executives, professionals, and families. The team has extensive experience with benefit transitions, equity compensation, and retirement planning for employees of Fortune 500 companies, with a particular strength in guiding clients through retirement and career transitions. Led by founder and CEO James Bogart, the firm delivers a coordinated in-house approach to planning, tax, and investments. With offices in Virginia and Texas, Bogart serves a broad range of individuals and families with the personal attention of a boutique firm. The team has also developed deep expertise supporting professionals in the energy, defense, and technology sectors. To learn more, visit www.BogartWealth.com.

Registration as an investment adviser (RIA) does not imply a certain level of skill or training.

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Source: Bogart Wealth