SPIRE INVESTMENT PARTNERS - Key Persons
Job Titles:
- Manager of Supervision & Senior Designated Supervisor
Job Titles:
- Breakaway Advisors Independent Advisor
- Managing Member
Before launching her own firm in 2018, Ms. Doran was a Senior Portfolio Manager and Director at YorkBridge Wealth Partners, a wealth advisory firm launched in mid-2016 with assets of $800m. She was a senior member of the firm's Investment Committee and responsible for writing market commentaries for the company's clients and other constituencies.
Previously, she had been at Lebenthal Asset Management where she oversaw large cap growth portfolios for the firm's asset management division in addition to providing wealth advisory services for private clients. She was also a member of the firm's Investment Committee, overseeing market strategy and asset allocation.
Ms. Doran had also been a Senior Portfolio Manager/Wealth Advisor at Morgan Stanley and was in the top 5% of the firm's 17,000 advisors in performance.
Prior to graduating from Harvard Business School with an MBA, she worked in publishing, initially as a journalist and then on the business side. She is a former member of both the United States Women's National Lacrosse Team and the United States National Field Hockey Team and represented the United States in international competition in both.
She is and has been a member of various nonprofit boards for over thirty five years and is currently a member of the Board of Trustees at Penn State, from where she graduated with a B.A. in English, and is a member of the Executive Committee, Chair of the Outreach, Development and Community Relations Committee, and is a long standing member of the finance committee. Previously, she served for six years on the governance committee. She is a de facto member of Penn State's $4b endowment investment committee as well.
She is also currently on the board of The Explorers Club, serves as Treasurer and Chair of the Investment/Finance Committee, and is Director of Development. She also serves on the board and finance committee of MCC Theater, a high profile Off- Broadway Theater in NYC.
She is a published writer on sports and investments and remains an active sportswoman, competing in Masters' Field Hockey events around the world.
Job Titles:
- Breakaway Advisors Independent Advisor
- SENIOR WEALTH MANAGER
After earning his BA in Mathematics & Classics at Colgate University; Bill served as math teacher, Latin teacher, and coach before attending The University of Virginia where he earned his Master's and published his thesis. After serving there as an assistant swim coach he went to Tulane to become their head coach. Bill then entered financial services in New Orleans in 1989. Over his 30-year career Bill has earned his Certified Financial Planner, Chartered Financial Consultant, Accredited Investment Fiduciary, and Certified Plan Fiduciary Advisor designations. He also holds the Series 24, 7, 6, 62, 63, and 65 FINRA licenses. Through his career, Bill has been recognized by Mass Mutual as Agent of The Year in both Northern Virginia and New Orleans. Away from the office Bill enjoys fishing, occasional golf, good food, fine wine, tailgating, travel, and spending time with his three adult children Kelly, Will, and Palmer.
Bob is a fan of Washington's sports teams and also enjoys attending Broadway musicals with his family.
Education
BA, University of Virginia
MBA, Fuqua School of Business at Duke
Job Titles:
- Lead Client Service Associate
David Blisk, CEO of Spire Investment Partners, LLC, has made his mark on the leading edge of the financial services industry - especially the independent financial advisor channel. Describing himself as a "large break-away broker," David made news when he left one of the major wire-houses in February of 1997 and established Spire Investment Partners, LLC, in McLean, Virginia.
David's vision is that Spire is a home for financial advisors who want to be independent in their investment choices but do not want to worry about the daily administrative and management chores. At Spire, advisors own their respective practices. David and his team work to provide state of the art access to a number of leading vendor partners and the back-office support necessary to function in today's highly regulated environment.
Josh serves Spire's advisors by overseeing the regulatory and internal financial reporting for Spire, as well as providing crucial business oversight for the company's Finance department. Josh enjoys volunteering at church, spending time with his wife and three daughters, and playing tennis.
Education
BS, George Mason University
Certified Public Accountant
Job Titles:
- Vice President of Business Development
Sal Malik - Chief Compliance Officer