Bart Speziali Jr., CRPC™

Bart Speziali is a Managing Director and Senior Wealth Management Advisor at OpenArc Corporate Advisory. He advises corporate executives, founding families, and retirees on a wide range of wealth management strategies, with a focus on concentrated stock positions, retirement planning, and goals-based financial decision-making. Bart applies a personalized, goals-based approach that goes beyond traditional portfolio strategies to help clients define priorities, optimize resources, and implement clear, actionable plans. Over time, he works closely with clients to make adjustments that keep them aligned with their long-term objectives.

Bart brings more than two decades of experience in the financial services industry. He began his career at Merrill Lynch Wealth Management in 2001 and joined the Global Corporate and Institutional Advisory Services (GCIAS) team in 2007, where he focused on advising corporate executives.

He holds the Chartered Retirement Planning Counselor™ (CRPC™) designation, awarded by The College for Financial Planning.

Bart lives in Brookhaven with his wife, Olga. He enjoys volunteering with Habitat for Humanity and actively supports the Boys and Girls Club of Atlanta.