OUR TEAM

Message From Our Founder

Every day I ask myself and my entire firm, “What can we do for our advisors today?” Spire Investment Partners’ culture and reason for its founding is to be there for financial professionals! We’re in their corner.

-David Blisk

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Favorite Sport

Playing: Golf | Watching: Football

Go-To Restaurant

Coastal Flats & Patsy's

Drink of Choice

Iced Tea

Currently Binging

Hawkeye

Preferred Superpower

Dr. Strange's Time Powers

Fun Fact

Years of Experience

31

Years at Spire IP

25

Most Used Program(s)

Outlook & Chrome

Cups of Coffee Per Day

Stash Double Bergamot Earl Grey

Printer/Scanner Skill

8/10

Customer Service

10/10

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Industry

David Blisk

Founder & CEO

David Blisk

Founder & CEO

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.

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Favorite Sport

Beach Volleyball

Go-To Restaurant

Patsy's

Drink of Choice

Loverboy

Currently Binging

Hawkeye

Preferred Superpower

Super Strength

Fun Fact

Years of Experience

10

Years at Spire IP

10

Most Used Program(s)

Microsoft Office

Cups of Coffee Per Day

1

Printer/Scanner Skill

0/10

Customer Service

10/10

Personal
Industry

LauraMarie E. Ross

Chief Strategy Officer

LauraMarie E. Ross

Chief Strategy Officer

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.

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Favorite Sport

Football

Go-To Restaurant

Passion Fin

Drink of Choice

Coffee

Currently Binging

Ted Lasso

Preferred Superpower

Omniscience

Fun Fact

Oldest son stayed in the same freshman dorm at UVA

Years of Experience

25+

Years at Spire IP

5

Most Used Program(s)

Teams, Outlook & Excel

Cups of Coffee Per Day

2.5

Printer/Scanner Skill

9/10

Customer Service

10/10

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Bob Lord

Chief Operations Officer

Bob Lord

Chief Operations Officer

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


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Favorite Sport

Playing: Golf & Watching: Lacrosse

Go-To Restaurant

Caddie's on Cordell OR The Hunters Hound

Drink of Choice

Bourbon or Espresso

Currently Binging

Person of Interest & The Last Dance (not my first-time binging this one)

Preferred Superpower

Mind Reading

Fun Fact

I'm an Eagle Scout and I was on the Notre Dame campus when they were filming the movie Rudy.

Years of Experience

22+

Years at Spire IP

<1

Most Used Program(s)

LinkedIn & Outlook

Cups of Coffee Per Day

2 Red Eyes before lunch & an afternoon Quad Espresso

Printer/Scanner Skill

Customer Service

10/10

Personal
Industry

Matt Rossiter

Sr. Vice President of Business Development

Matt Rossiter

Sr. Vice President of Business Development


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Favorite Sport

Baseball

Go-To Restaurant

Joe’s Stone Crab

Drink of Choice

Grey Goose on the rocks OR Pinot Noir

Currently Binging

Too busy to binge

Preferred Superpower

Reading Minds

Fun Fact

Has visited 35 countries and states

Years of Experience

30+

Years at Spire IP

1

Most Used Program(s)

Laserfiche and Microsoft Office

Cups of Coffee Per Day

2 machines at home, so no comment

Printer/Scanner Skill

8.99/10

Customer Service

10/10

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Industry

Sal Malik

Chief Compliance Officer

Sal Malik

Chief Compliance Officer
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Favorite Sport

Play: Tennis | Watch: NFL

Go-To Restaurant

Sweetwater Tavern

Drink of Choice

Coffee

Currently Binging

Wheel of Time

Preferred Superpower

Telekinesis

Fun Fact

Years of Experience

17

Years at Spire IP

8+ Years

Most Used Program(s)

Excel

Cups of Coffee Per Day

2

Printer/Scanner Skill

7/10

Customer Service

10/10

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Industry

Josh Bright

VP, Director of Finance

Josh Bright

VP, Director of Finance

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

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Favorite Sport

Table Tennis

Go-To Restaurant

Any good Italian restaurant

Drink of Choice

Not really a drinker

Currently Binging

YouTube

Preferred Superpower

Eliminate Poverty

Fun Fact

I like turning trash into treasures and I practice Classical Indian dance

Years of Experience

28

Years at Spire IP

<1

Most Used Program(s)

Search Engines

Cups of Coffee Per Day

2

Printer/Scanner Skill

5

Customer Service

10/10

Personal
Industry

Latha Reddy

Director of Technology

Latha Reddy

Director of Technology
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Favorite Sport

Hockey, but all of them

Go-To Restaurant

Yume Sushi

Drink of Choice

Bourbon and Ginger

Currently Binging

Somebody Feed Phil

Preferred Superpower

Teleportation

Fun Fact

Played 17 years of competitive hockey

Years of Experience

4

Years at Spire IP

4

Most Used Program(s)

Wealthscape & Teams

Cups of Coffee Per Day

As much as I can fit in the mug of the day

Printer/Scanner Skill

8/10

Customer Service

10/10

Personal
Industry

Andrew Baron

Manager of Supervision & Senior Designated Supervisor

Andrew Baron

Manager of Supervision & Senior Designated Supervisor
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Favorite Sport

Rugby, Soccer, Baseball

Go-To Restaurant

Barbetta, New York City

Drink of Choice

I am a global traveler

Currently Binging

Older British comedy reruns!

Preferred Superpower

Warp Speed!

Fun Fact

During University, I came very close to acquiring a private pilot's license

Years of Experience

31

Years at Spire IP

<1

Most Used Program(s)

ZenDesk, Laserfiche, Spire Access

Cups of Coffee Per Day

Too many to disclose!

Printer/Scanner Skill

Customer Service

10/10

Personal
Industry

Conal Saturno-Sanjana

Manager of Operations

Conal Saturno-Sanjana

Manager of Operations
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Favorite Sport

Soccer and Golf (playing & watching)

Go-To Restaurant

Lebanese Taverna

Drink of Choice

Craft Beer

Currently Binging

Ted Lasso

Preferred Superpower

Hyper Healing

Fun Fact

Years of Experience

20+ (13 in Compliance)

Years at Spire IP

1

Most Used Program(s)

Outlook, Laserfiche & SpireAccess

Cups of Coffee Per Day

2

Printer/Scanner Skill

8/10

Customer Service

10/10

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Industry

Jeff Ameen

AVP, Compliance

Jeff Ameen

AVP, Compliance
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Favorite Sport

Basketball

Go-To Restaurant

Any good Italian restaurant

Drink of Choice

Water

Currently Binging

still searching

Preferred Superpower

Super Strength

Fun Fact

Thinks he isn’t fun but secretly is

Years of Experience

33

Years at Spire IP

5

Most Used Program(s)

Outlook and Excel

Cups of Coffee Per Day

1 Mug (strong)

Printer/Scanner Skill

7/10

Customer Service

10/10

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Industry

Jorge Blum-Wulkan

Designated Supervisor

Jorge Blum-Wulkan

Designated Supervisor
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Favorite Sport

Formula 1

Go-To Restaurant

Stable DC

Drink of Choice

Espresso Martini

Currently Binging

Shogun

Preferred Superpower

Time Travel

Fun Fact

I love hiking!

Years of Experience

2

Years at Spire IP

<1

Most Used Program(s)

Excel

Cups of Coffee Per Day

3

Printer/Scanner Skill

Customer Service

10/10

Personal
Industry

Ryan Dietz

Senior Accountant

Ryan Dietz

Senior Accountant

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.

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Favorite Sport

MMA

Go-To Restaurant

Silver Diner

Drink of Choice

Hazy IPA

Currently Binging

Cobra Kai

Preferred Superpower

Teleportation

Fun Fact

BJJ Black Belt

Years of Experience

6

Years at Spire IP

2

Most Used Program(s)

Adobe Creative Suite

Cups of Coffee Per Day

1-2

Printer/Scanner Skill

7/10

Customer Service

10/10

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Industry

Kal Al-qaneh

Brand Strategist & Creative Designer

Kal Al-qaneh

Brand Strategist & Creative Designer
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Favorite Sport

Formula One!

Go-To Restaurant

Bastille (Downtown Alexandria)

Drink of Choice

Ice-cold Sprite

Currently Binging

The Witcher & Jujitsu Kaisen

Preferred Superpower

Teleportation

Fun Fact

"Rulebook Warrior" when it comes to board games.

Years of Experience

2

Years at Spire IP

<1

Most Used Program(s)

Microsoft Teams

Cups of Coffee Per Day

2

Printer/Scanner Skill

7/10

Customer Service

10/10

Personal
Industry

Justice Vivero

Operations Associate

Justice Vivero

Operations Associate
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Favorite Sport

Basketball

Go-To Restaurant

Capital Grille

Drink of Choice

Shiraz

Currently Binging

Power Book IV Force

Preferred Superpower

Mind Reading

Fun Fact

Former Eagles die-hard turned Cowboys fan & marketing associate!

Years of Experience

18

Years at Spire IP

<1

Most Used Program(s)

Outlook

Cups of Coffee Per Day

Zero

Printer/Scanner Skill

10

Customer Service

10/10

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Industry

Patricia Thomas

Compliance Associate

Patricia Thomas

Compliance Associate
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Favorite Sport

Football! Who dat!

Go-To Restaurant

Anywhere with good seafood!

Drink of Choice

Sweet Tea

Currently Binging

Mostly true-crime podcasts (MFM & Dateline)

Preferred Superpower

Telekinesis

Fun Fact

I love being outside and working in my yard!

Years of Experience

15+

Years at Spire IP

< 1

Most Used Program(s)

Outlook, Excel, and Monday

Cups of Coffee Per Day

Usually just one

Printer/Scanner Skill

Customer Service

10/10

Personal
Industry

Hallie Swayze Marshall

Senior Advisor Support Specialist, Transitions Manager

Hallie Swayze Marshall

Senior Advisor Support Specialist, Transitions Manager
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Favorite Sport

Hockey!

Go-To Restaurant

Sweet Water Tavern

Drink of Choice

Diet Coke

Currently Binging

Book of Boba Fett

Preferred Superpower

Super Strength

Fun Fact

Been to Africa twice on missions' trips

Years of Experience

4.5

Years at Spire IP

4.5

Most Used Program(s)

Excel & Outlook

Cups of Coffee Per Day

Occasional cup of tea

Printer/Scanner Skill

5/10

Customer Service

10/10

Personal
Industry

Cade Perozich

Senior Accountant

Cade Perozich

Senior Accountant

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Favorite Sport

Football

Go-To Restaurant

Italian!

Drink of Choice

Champagne

Currently Binging

Real Housewives

Preferred Superpower

None.

Fun Fact

I am from the Sunshine State

Years of Experience

1+

Years at Spire IP

<1

Most Used Program(s)

Teams

Cups of Coffee Per Day

2

Printer/Scanner Skill

Customer Service

10/10

Personal
Industry

Rachel Todd

Office Manager

Rachel Todd

Office Manager
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Favorite Sport

Ice Hockey

Go-To Restaurant

Caddies on Cordell

Drink of Choice

Ice Water

Currently Binging

True Detective

Preferred Superpower

Flight

Fun Fact

I have never been to an NBA game

Years of Experience

7

Years at Spire IP

<1

Most Used Program(s)

Wealthscape

Cups of Coffee Per Day

1-2

Printer/Scanner Skill

Customer Service

10/10

Personal
Industry

James G. Miller

Advisor Support Specialist, RCSA Operations Lead

James G. Miller

Advisor Support Specialist, RCSA Operations Lead

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.

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Favorite Sport

To Watch: Baseball | To Play: Soccer

Go-To Restaurant

Mazaro in Arlington

Drink of Choice

Blackberry Bubbly

Currently Binging

Bobs Burgers is my go to - I’ve watched every episode countless times

Preferred Superpower

Teleportation

Fun Fact

I play guitar in a band

Years of Experience

2

Years at Spire IP

<1

Most Used Program(s)

Outlook

Cups of Coffee Per Day

4!

Printer/Scanner Skill

Customer Service

10/10

Personal
Industry

Jack O'Brien

Advisor Support Specialist

Jack O'Brien

Advisor Support Specialist
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