Steven Donald is Vice President and Director of Business Relations for Spire Investment Partners. Steve is responsible for managing the relationship with the firm’s custodians, technology vendors, wholesalers and affiliated practices. He previously served as the Director of Operations for Spire where he managed the firm’s operations, customer service, trade compliance and licensing for Spire Wealth Management, LLC, Spire Securities, LLC and Spire Insurance Agency, LLC. Steve is a member of Spire’s Investment Committee and is a key member of Spire’s conversion team.
Prior to joining Spire he spent 14 years as the president and COO of two bank-owned broker-dealers/RIAs where he was responsible to sales, compliance and operations. Steve managed an independent regional broker-dealer for six years and most recently was the head of banking operations for an internet bank where he was responsible for developing and implementing technologies to improve operating efficiencies. He is a graduate of George Mason University with a Bachelor of Science degree in Business Administration.
Stuart Brawley is the Vice President, Finance Director with Spire Investment Partners, LLC. Stuart joined Spire in 2008 and brings with him 13 years experience in the investment advisory industry which he acted as the Corporate Controller, General Securities Principal and Financial Operations Principal.
Stuart was born in Queens, NY and raised in Maryland. He graduated from University of Maryland where he earned a bachelor of science in accounting. He holds a CPA license in the state of Virginia and securities licenses including the Series 7, 24 & 27.
He now lives with his wife Jenny in Virginia. Stuart and Jenny spend much of their free time working with animal rescue groups and helping pet owners with dog behavior training.
Sue McKeown is a Vice President and the Chief Compliance Officer for Spire Investment Partners, LLC where she is responsible for Spire’s firm wide compliance including Anti-Money Laundering, Audit and Review processes, Continuing Education, Registration and Licensing, Compliance Training, establishment and review of the firms written supervisory processes and procedures. She is the point of contact for regulatory inquiries and examinations.
Ms. McKeown entered the financial services industry in 1982. Her experience spans both retail and institutional as well as with fully disclosed correspondent firms and self –clearing firms. She is a member of the National Society of Compliance Professionals.
Sue is a native of the Northern Virginia area. Earning a BS in Business Administration from George Mason University. A proud graduate of the Leadership Loudoun class of 2005 she is active in the local non-profit community.
Connor is a Research Analyst and Client Service Associate for BlueList Partners, LLC. He is responsible for assisting Mr. Ryhanych with investment research and providing support to clients to ensure their utmost satisfaction. Connor graduated from George Mason University in December 2015 with a Bachelor of Science degree in Economics, and is also well-versed in mathematics, statistics, and computer science. He has successfully completed both required exams for the Certificate in Investment Performance Measurement (CIPM) and is awaiting fulfillment of the work experience requirement before earning the designation. He lives in Arlington, Virginia, enjoys a round golf, and is also an avid skier.
In order for BlueList Partners to concentrate on research, investing, portfolio management and client service it was important to surround the firm with strong and capable partners. After much review, BLP decided to partner with Spire Wealth Management and Fidelity Investments. Spire Wealth Management, a Registered Investment Advisor headquartered in McLean, Virginia will provide BLP with compliance and regulatory oversight, technology, systems support and general practice guidance. Fidelity Investments will act as the firm’s custodian entrusted to protect both client assets and privacy. Spire Wealth Management, with over $2 billion of assets under management, is well known in the industry with a reputation for integrity.
Mr. Ryhanych is the founder and sole owner of BlueList Partners, LLC. He is responsible for overseeing all day-to-day activities of the firm including investment strategy, research, security selection, and client service. Before founding BlueList Partners, he managed fixed income portfolios for Farr, Miller & Washington (2009-2015) and Middleburg Investment Advisors (2005-2009). Prior to that, he spent over 15 years as manager of the fixed income department for Folger Nolan Fleming & Douglas. He has been awarded the Chartered Financial Analyst, CFA and Certified Financial Planner CFP® designations. Mr. Ryhanych lives in Fairfax Station, Virginia with his wife Andrea and their three children, Victoria, Annie and George.
Timothy O’Leary is the Vice President and Director of Operations for Spire Investment Partners. Tim is responsible for developing and managing the office customer service center, operational workflows and coordinating all support service functions for Spire Wealth Management, LLC, Spire Securities, LLC and Spire Insurance Agency, LLC. He is also is responsible for managing activities outsourced to external service providers and is the operational lead coordinating the on-boarding of new practices to Spire.
Tim is a graduate of Wagner College and began his career in 1985. Prior to joining Spire, Tim was an Executive Vice President with Siebert and before that a financial consultant with Smith Barney. Tim brings with him years of experience in various management and supervisory roles including Datek Online, Inc., Josephthal & Co., and TD Waterhouse, now TD Ameritrade. He was also President/Owner of Ironvilla Development Corporation, a residential real estate development company.
Tim has two adult sons, Kelly and Connor, and enjoys visiting them in their hometowns of New Orleans and Chicago.
Spire Investment Partners is the parent company of Spire Wealth Management, LLC an SEC RIA.
Please Read Our DISCLOSURES
Glenn Ryhanych of BlueList Partners, LLC is affiliated with Spire Investment Partners, LLC.
BlueList Partners, LLC
300 Ellicott St. Suite C
Occoquan, VA 22125
All Rights Reserved. Copyright © 2015 – BlueList Partners, LLC.