Bogart wealth, a $ 3 billion registered Investment Advisor Backed by the Constation Wealth Capital, has hired a former strategy and RIA operations as president.
FOUNDER James Bogart He will give up the title of his president Jeffrey Fuhrman, a former partner and president of $ 2.8 billion coastal councilors. Bogart, who will continue to serve as CEO, began ria in 2016 with about $ 526 million in managed assets And he has built it for a staff of more than $ 40 who oversee $ 3 billion in total customer assets, including $ 2.7 in management assets.
Fuhrman joins McLean, VA -based bogart after eight years passing a union with the Financial Financial Partners Financial Partner TrinityPoint Wealth.
As president, Fuhrman will help lead an effort to increase growth organically and through agreements, expand skills and strengthen operations.
“Bogart's wealth has grown rapidly over the past 5 years, so we have had to bring an experienced executive to take over the role of the President and address the need for additional leadership in order to support our existing customers and continue expanding the offers we offer,” Bogart said by email.
The measure comes shortly after Bogart Wealth received a minority, long -term investment from Constellation Estate Capital in January. The investment, which firms did not discover, will be used for customer services, technology, recruitment and marketing, among other fields.
Bogart said there was no relationship between rent and investment, stressing that he made the decision to hire the role in July 2024, months before the constellation meetings.
Before entering the RIA area, Fuhrman was President of IMG Artists, a firm of art and entertainment administration, and before that, President of Gemini Voice Solutions, a Blackstone -funded firm that worked aloud on Internet Protocol services.
“I was inspired by Jeff's previous experience by managing a large team, and building systems and processes to help support and growth. The next chapter of Bogart Wealth growth will be a combination of organic as well as inorganic growth, and Jeff will be a major contributor,” Bogart said.