Bogart Wealth announces new COO

McLean-based independent financial planning and investment firm Bogart Wealth, which manages $3.2 billion in assets, has appointed Allen Eickelberg as its chief operating officer.

Eickelberg, who started his new role on Monday, succeeds Michelle Dubay, who has moved into a chief administrative officer role overseeing compliance, human resources and finance.

As COO, Eickelberg will oversee operations across the firm and lead initiatives to improve efficiency, integrate technology and better client experience. He brings more than 15 years of leadership experience in financial services and is a certified financial planner.

“Allen has the ability to connect people, technology and process in ways that drive real results for clients and the firm,” Bogart Wealth President Jeff Fuhrman said in a statement. “His leadership will ensure our systems and teams remain aligned as we continue to deliver tailored financial planning for the clients we serve.”

According to his LinkedIn profile, Eickelberg was most recently managing director of operations for capital markets at Redbrick LMD, a real estate investment firm. Before that, he spent nearly 12 years in various executive roles at Spire Investment Partners. He has a bachelor’s degree in hospitality and tourism management from Virginia Tech.

Founded in 2016 by James Bogart, Bogart Wealth is a fee-only registered investment adviser. In addition to its headquarters, the firm has offices in Houston and The Woodlands, Texas. It provides integrated financial planning, investment management and tax strategy to corporate executives, professionals and families.

In the last five years, the firm has nearly tripled its assets under management to $3.2 billion. Bogart Wealth this year also deepened its leadership bench, adding Fuhrman as president in February, Torry Dell as director of business development in April and Domenico Conti as controller in August.

“Bogart Wealth has entered a new stage of organizational maturity,” founder and CEO James Bogart said in a statement. “Each of these appointments enhances our ability to deliver a seamless client experience while continuing to build a strong foundation for long-term success.”

Florida-based Shook Research named Bogart the eighth best wealth adviser in Virginia, and Forbes named it the 19th best RIA firm in the state this year.