Our Team
Joshua Shapiro
Marea Dolyak-Teare
Marea Dolyak-Teare
Josh, a Wealth Manager, is the owner and operator of Bespoke Asset Management.
Josh provides a comprehensive, holistic, concierge, wealth management services to his clients. This includes investment management, financial planning, business planning, charitable planning, retirement plan consulting, tax and estate planning services. He is t
Josh, a Wealth Manager, is the owner and operator of Bespoke Asset Management.
Josh provides a comprehensive, holistic, concierge, wealth management services to his clients. This includes investment management, financial planning, business planning, charitable planning, retirement plan consulting, tax and estate planning services. He is the trusted advisor to a diverse group of businesses, individuals and their families. With over 24 years of experience, he also counsels corporations and large investors on a variety of business, economic and financial issues.
His business direction and leadership initiative focus on delivering complex concepts to his clients in a relatable and easily understood method. His expertise lies with excellent planning, service and effective client relationship management.
Josh grew up in the financial services industry as an assistant to his father. He formally began his investment career in 2000. Over the span of his career Josh was able to develop experience with global markets, retirement income planning, financial planning and investor psychology while serving as regional vice president for Oppenheimer Funds, John Hancock, Prudential and Sammons Retirement Solutions.
Josh is a native Angeleno. He is a graduate of California State University at Northridge and is currently attending California Lutheran, earning his MBA in Financial Planning. He currently holds a Series 6, 63, and 65 securities registrations and he is also insurance licensed in California for life, health, disability and long-term care.
When he's not tailoring the dream retirement for his clients, Josh enjoys spending time with his wife Sarah and their two rescued Pitbulls, Hank and Gypsy. He also serves the local community as a high school baseball coach at Foothill Technology High School. He is passionate about serving those who have served, and volunteers at the local veteran’s of foreign wars post.
CA Insurance License #0F10852
Marea Dolyak-Teare
Marea Dolyak-Teare
Marea Dolyak-Teare
Marea is the firms Registered Financial Associate at Bespoke Asset Management.
Marea assists the firm and our clients with trade execution, scheduling, client reviews and marketing efforts.
Marea grew up in the financial services industry as she assisted her father managed a successful financial advisory business. She is seasoned financial
Marea is the firms Registered Financial Associate at Bespoke Asset Management.
Marea assists the firm and our clients with trade execution, scheduling, client reviews and marketing efforts.
Marea grew up in the financial services industry as she assisted her father managed a successful financial advisory business. She is seasoned financial services professional with over 36 years of experience working with individuals and companies helping them grow and achieve their financial goals.
Marea is a native Connecticuter. When she's not assisting in tailoring the dream retirement for our clients, Marea enjoys being with her family which includes her two children; Hunter and Ashley. In addition, she pursues her passion in the culinary arts. She is the owner of the WafleWagen, a unique liege waffle experience in Connecticut.
Marea currently holds a Series 7 and 63 securities registrations and he is also insurance licensed in Connecticut for life, health, disability and long-term care.
Tracy Spencer
Marea Dolyak-Teare
Tracy Spencer
Tracy is the Client Operations Manager at Bespoke Asset Management.
Tracy plays a pivotal role in client service efforts, provides leadership and guidance to the compliance, supervision, trading, technology and operational aspects of the firm.
Tracy is directly involved in the day to day operations of the firm. He facilitates the administr
Tracy is the Client Operations Manager at Bespoke Asset Management.
Tracy plays a pivotal role in client service efforts, provides leadership and guidance to the compliance, supervision, trading, technology and operational aspects of the firm.
Tracy is directly involved in the day to day operations of the firm. He facilitates the administration of new and existing accounts, coordinates new business and account transfers and manages our client database.
He is seasoned financial services professional with over 25 years of experience working with individuals and companies helping them grow and achieve their financial goals.
Tracy was a financial advisor and also served as a compliance officer for over ten years. Tracy is a graduate of University of Findlay with both a bachelors and masters degree in business. He continues to help and educate as he teaches international finance at a local university.
Tracy is a native Ohioan who believes in paying it forward. His life ethos "What we do and say always needs to be positive energy." This concept is one of the guiding mantra's of the firm.
When he's not assisting in tailoring the dream retirement for our clients, Tracy pursues his passion of coaching high school and college athletes. He currently coaches the track and field team at California State University at Northridge and he is an avid Ohio State Buckeyes fan.
Coach has an unwavering dedication to empowering the next generation by assisting hundreds of student athletes in procuring athletic scholarships in their respective sports.