Bogart Wealth Names Corporate Dev Director

Bogart Wealth has appointed Bryce Black as director of Corporate Development. In this newly created role, Black will help institutionalize Bogart’s M&A strategy to expand its reach through partnerships with RIAs that have developed deep relationships with Fortune 500 executives, professionals, and employee communities.

Over the past year and a half, Bogart Wealth has added a new chief operating officer 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 brings more than a decade of experience across corporate development and consulting. 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.