Bard Malovany, CFP®, CBEC®
Principal; Director of Investments
Bard’s focus has always been on understanding the academic and theoretical aspects of investment management and translating those into practical solutions; creating sophisticated but practical financial planning strategies for...
Director of Financial Advice and Planning
At Aspect Partners, Ben holds the positions of Director of Financial Advice and Planning and Senior Financial Advisor. As Director of Financial Advice and Planning, he oversees our financial planning process from the initial client...
Manager: Administration & Client Services
Lea enjoys building relationships with our clients while keeping the paperwork moving from proposal to execution and the office ticking over in a timely manner. Lea joined our team in 2002 and is now the administrative manager of our...
Chief Compliance Officer
Lindsey is responsible for trading client accounts and a wide variety of account maintenance activities. She specializes in dotting i’s and crossing t’s to ensure that every last detail is wrapped up and perfect. Lindsey...
Tyler is responsible for helping manage our clients’ portfolios. He oversees all of our client accounts to ensure they are consistent with their desired strategy, taking into account the portfolio allocation and tax impact. As...
Customer Service Associate
Alex received her degree in Finance from Virginia Tech in 2022 and is hoping to pass her Series 7 and 66 exams in upcoming months. In her free time she likes to hike with her two rescue dogs, bake new creations, and do DIY home projects.
Financial Planning and Portfolio Management Associate
Jack is responsible for supporting the investment team and the financial planning team in a wide variety of ways. While Jack does many different tasks for both teams, he specializes in creating and putting together client investment...