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
34+
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

Personal
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
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
28+
Most Used Program(s)
Teams, Outlook & Excel
Cups of Coffee Per Day
2.5
Printer/Scanner Skill
9/10
Customer Service

10/10

Personal
Industry

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
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
33+
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
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
23+
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

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Industry

Matt Rossiter

Sr. Vice President of Business Development

Matt Rossiter

Sr. Vice President of Business Development


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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
29+
Most Used Program(s)
Search Engines
Cups of Coffee Per Day
2
Printer/Scanner Skill
5
Customer Service

10/10

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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
7+
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

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Industry

Andrew Baron

Director of Operations & Supervision

Andrew Baron

Director of Operations & Supervision
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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
23+ (Over 16 in Compliance)
Most Used Program(s)
Outlook, Laserfiche & SpireAccess
Cups of Coffee Per Day
2
Printer/Scanner Skill
8/10
Customer Service

10/10

Personal
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
36+
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

Senior Designated Supervisor

Jorge Blum-Wulkan

Senior 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
3+
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
9+
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
Go-To Restaurant
Drink of Choice
Currently Binging
Preferred Superpower
Fun Fact
Years of Experience
Most Used Program(s)
Cups of Coffee Per Day
Printer/Scanner Skill
Customer Service

10/10

Personal
Industry

Emily Donaldson

Senior Designated Supervisor

Emily Donaldson

Senior Designated Supervisor
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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
21+
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
16+
Most Used Program(s)
Outlook, Excel, and Monday
Cups of Coffee Per Day
Usually just one
Printer/Scanner Skill
Customer Service

10/10

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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
Go-To Restaurant
Drink of Choice
Currently Binging
Preferred Superpower
Fun Fact
Years of Experience
Most Used Program(s)
Cups of Coffee Per Day
Printer/Scanner Skill
Customer Service

10/10

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Industry

Steven O'Donnell

Compliance Principal

Steven O'Donnell

Compliance Principal
Phone
Email
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Favorite Sport
Go-To Restaurant
Drink of Choice
Currently Binging
Preferred Superpower
Fun Fact
Years of Experience
Most Used Program(s)
Cups of Coffee Per Day
Printer/Scanner Skill
Customer Service

10/10

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Industry

Kathleen Pena-Schurr

Advisor Support Specialist

Kathleen Pena-Schurr

Advisor Support Specialist
Phone
Email
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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
7+
Most Used Program(s)
Excel & Outlook
Cups of Coffee Per Day
Occasional cup of tea
Printer/Scanner Skill
5/10
Customer Service

10/10

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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
2+
Most Used Program(s)
Teams
Cups of Coffee Per Day
2
Printer/Scanner Skill
Customer Service

10/10

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Rachel Todd

Office Manager

Rachel Todd

Office Manager
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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
3+
Most Used Program(s)
Outlook
Cups of Coffee Per Day
4!
Printer/Scanner Skill
Customer Service

10/10

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Industry

Jack O'Brien

Advisor Support Specialist

Jack O'Brien

Advisor Support Specialist
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Favorite Sport
Baseball
Go-To Restaurant
Longhorn Steakhouse
Drink of Choice
Water with Lemon
Currently Binging
The inside of my eyelids
Preferred Superpower
Super Speed
Fun Fact
I know the answer to most dad jokes
Years of Experience
4
Most Used Program(s)
Outlook & Spire Support
Cups of Coffee Per Day
Cups? You mean pots?!?
Printer/Scanner Skill
Customer Service

10/10

Personal
Industry

Jeremy Ziemba

Advisor Support Specialist

Jeremy Ziemba

Advisor Support Specialist

My professional career has focused on operations management and elevating client satisfaction. This lays the groundwork for seamless client interactions and sustained success. My commitment to excellence is reflected in my aim: to ensure the success of our clients and our team.

On a personal note, I grew up in San Diego, spent my 30's in Denver, Colorado, and now reside in New York's beautiful Hudson Valley. I spend my personal time volunteering, hiking, and enjoying life with my wife and our dog, Zoey.

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