Over the last five years, Bogart Wealth said it has nearly tripled its assets under management to $3.2 billion, driven by organic growth. To support this momentum, the firm has deepened its senior positions within the last year, adding Jeff Fuhrman as president in February, Torry Dell as director of business development in April, and Domenico Conti as controller in August. It has also added nine other new hires at various levels across the firm.

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

As chief operating officer, Eickelberg will oversee firmwide operations and lead efforts to strengthen efficiency, technology integration, and the overall client experience. He brings more than 15 years of experience in financial services leadership; most recently he has been optimizing advisor platforms and service delivery. He will report to Fuhrman.

In parallel, longtime executive Michelle Dubay has assumed the role of chief administrative officer, overseeing compliance, human resources, and finance for the firm.

The leadership additions underscore Bogart Wealth’s shifting focus on growth. Earlier this year, Bogart Wealth received a minority, long-duration investment from Constellation Wealth Capital , an investor that partners exclusively with wealth management firms. The investment is providing additional resources to enhance client service, technology, and recruitment while preserving the firm’s independence as a registered investment advisor.

Dynasty Financial Partners
Florida-headquartered Dynasty Financial Partners has appointed Karim Simplis as director of private markets. As a direct report to chief investment officer Bob Shea, Simplis will lead private markets sourcing, research, and due diligence across Dynasty’s outsourced CIO portfolios and proprietary investment models.

"This key hire represents our house view that private markets are an essential component of long-term, diversified portfolio construction,” Shea said. “Karim brings deep experience in private markets and the proven ability to scale complex alternatives businesses, a combination that makes him a vital addition to our investment platform.”

Simplis has more than 20 years of experience in alternative investments and portfolio strategy. Most recently, he served as director of portfolio strategy at Franklin Templeton, where he helped scale the firm’s alternatives platform from $16 billion to $250 billion. He also held senior posts in the firm’s global private equity group and its alternatives product team.

Dynasty, which administers over $120 billion for clients, is a provider of technology-enabled wealth management solutions and business services for financial advisory firms that primarily serve high net worth and ultra-high net worth clients.