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.
LauraMarie enjoys the challenge of guiding and educating prospects looking for a new home. She works with each one to find the right business model, all the way through the execution of your transition. She specializes in helping advisors considering Spire discover clarity of purpose with the right business model. LauraMarie’s center is her family – her husband Patrick, and her four children and their adopted fur baby. They are often playing outside with the grandparents, Spire’s own David and Brenda Blisk.
Bob’s daily responsibilities revolve around one thing: Helping advisors balance growing their firm with the ability to support that growth. With the right combination of technology, workflows, and the people of Spire, Bob believes any advisor can achieve a successful balance.
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
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
Series 27 Financial and Operations Principal License
Highly motivated team player who is always looking to learn more and improve job processes to create the most efficient work environment for myself and my team.
Grew up in Cold Spring Harbor, Long Island. Graduated from Catholic University of America. Played 3 years Division III Lacrosse. Has 7 year's experience in the Financial Industry at firms such as Goldman Sachs, Morgan Stanley, and Raymond James. Carries the series 7 and 63 FINRA Licenses.