Welcome to WBH Advisory, Inc.

The WBH Advisory Team

MARC J. HERTZBERG, J.D., CPA, CFA

PRESIDENT

Prior to joining WBH Advisory in 1999, Marc worked for the Securities and Exchange Commission in the Division of Market Regulation.  Preceding that, Marc worked for Coopers & Lybrand where he assisted clients with various tax­related matters.  He earned a Bachelor’s degree in Accounting at Lehigh University and also graduated from the University of Maryland School of Law.  Marc became licensed as a certified public accountant in 1989.  He was admitted to the Maryland Bar in 1995 and the District of Columbia Bar in 1998.  Marc has earned the right to use the Chartered Financial Analyst designation. 

DANIEL E. WAGNER, J.D., CPA

PORTFOLIO MANAGER  

In 1986, Dan founded Wagner Capital Management, now known as WBH Advisory, Inc. Dan, who is both an attorney and Certified Public Accountant, offers to provide comprehensive financial, tax, legal, and estate planning for his clients. He is a graduate of both the Johns Hopkins University and the University of Maryland, School of Law.

ROBERT J. WILLEN, CFA

PORTFOLIO MANAGER 

Prior to joining WBH Advisory in 2000, Bob worked for a financial and accounting consulting firm where he performed financial valuations on various privately held businesses as well as intellectual property portfolios.  Previously, Bob spent over five years in the banking and mortgage lending industry.  He is a graduate of Tufts University with a Bachelors degree in Political Science and the Robert H. Smith School of Business at the University of Maryland, College Park where he received an MBA with a concentration in Finance.  Bob has earned the right to use the Chartered Financial Analyst designation. 

GREGORY A. BITZ, CFP®, ChFC®

PORTFOLIO MANAGER

Greg joined WBH Advisory in 2016.  For the 20 preceding years, he owned Metropolitan Financial Group, Inc., an advisory firm, in Chevy Chase, Maryland.  Greg has earned the right to use Chartered Financial Consultant designation and is a Certified Financial Planner® practitioner.

BENJAMIN M. WALLER, CFA, CFP®

PORTFOLIO MANAGER

Ben joined WBH Advisory in 2009.  A Baltimore native, Ben attended The Gilman School before graduating from Franklin and Marshall College with a Bachelors degree in Business and English Literature.  Ben has earned the right to use the Chartered Financial Analyst designation and is a Certified Financial Planner® practitioner.

JOHN R. CICCARONE

PORTFOLIO MANAGER 

John has been with WBH Advisory since 1993.  One of the many duties he performs for the firm is managing client’s fixed income portfolios.    John is a graduate of The Johns Hopkins University with a Bachelor of Arts degree in Social and Behavioral Science.  He was a part of two national championship lacrosse teams at Hopkins.  He is involved with The Johns Hopkins Ciccarone Center for the Prevention of Heart Disease and FRAXA charity groups.

CAROL N. SULLIVAN

OFFICE ADMINISTRATOR

Carol has been with WBH Advisory since its inception in 1987.  She is an Investment Advisor Representative who holds a Bachelors of Arts Degree in Economics and Accounting from the University of Maryland, Baltimore County.