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@mcmllc.com
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Brian J. Vogel, Cfa is listed as Investment Manager at Manchester Capital Management, a with 38 employees, based in Manchester Center, Vermont, United States. AeroLeads shows a work email signal at mcmllc.com, phone signal with area code 802, and a matched LinkedIn profile for Brian J. Vogel, Cfa.
Brian J. Vogel, Cfa previously worked as Senior Investment Manager at Wells Fargo Investments and Managing Director, Portfolio Manager at Keycorp. Brian J. Vogel, Cfa holds Mba, Finance, Accounting, Strategy from Northwestern University - Kellogg School Of Management.
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AeroLeads found 1 current-domain work email signal for Brian J. Vogel, Cfa. Compare company email patterns before reaching out.
Investment Manager with 10 years experience managing comprehensive portfolios for wealthy individuals, families, charities, endowments, and foundations.Specialties: Asset allocation, sector allocation, individual security selection.Strong written and oral communications skills.Excellent partnering skills for new business development.
Listed skills include Development, Portfolio Managers, Business Development, New Business Development, and 5 others.
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Investment Manager for Multi-Family Office. Manchester Capital Management specializes in providing customized investment management advice. We are truly consultative in nature with a focus on guiding clients through the transition and maintenance of a prudent and well-designed investment program.
* Comprehensive portfolio management for wealthy individuals, families, charities, foundations, and endowments. * Managed $330M across a four asset-class platform. * Developed custom performance reporting and portfolio analysis materials. * Co-authored quarterly strategy newsletter for client distribution.
* Managed $1.6B for wealthy individuals, families, charities, foundations, and endowments.* Book of business consisted of 123 relationships spanning 287 portfolios.* Total equity performance measured for incentive compensation (full-discretion portfolios) outperformed the S&P 500 on a 1-, 3-, and 5-year basis.
* Responsible for developing or improving the understanding of small-cap client companies among professional investors, portfolio managers, analysts, and institutional and retail sales professionals to increase the number of analysts following and recommending the clients' stock and increase the amount of stock owned by institutional investors.* Managed client communications with the investment community including writing annual reports, quarterly reports, letters to shareholders, press releases, and conference call scripts.
Other employees you can reach at mcmllc.com. View company contacts for 38 employees →
Cynthia Rozelle
Colleague at Manchester Capital ManagementManchester, Vermont, United States
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Isabel Bolanos Wong
Colleague at Manchester Capital ManagementGreater Charlottesville Area, United States
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Phil Kirshman, Cfa, Cfp®
Colleague at Manchester Capital ManagementSanta Barbara, California, United States
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BK
Bart Kraft
Colleague at Manchester Capital ManagementDorset, Vermont, United States
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Kathy Lynch
Colleague at Manchester Capital ManagementSanta Barbara, California, United States
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Frederick Hinkley
Colleague at Manchester Capital ManagementNew York, United States
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Tiffany Mcgoff
Colleague at Manchester Capital ManagementGreater Charlottesville Area, United States
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AP
Authentic Preshy
Colleague at Manchester Capital ManagementNigeria
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JH
Jeffrey Hall
Colleague at Manchester Capital ManagementCharlottesville, Virginia, United States
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Alice Klontz
Colleague at Manchester Capital ManagementVentura, California, United States
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Activities and Societies: Beta Gamma Sigma Honor Society, Stage Manager for Special K Revue, Deloitte & Touche Consulting Challenge.
Received degree with distinction. Co-authored "The House with the Green Shutters and the Seeing Eye" with Dr. Ian Campbell, published.
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Brian J. Vogel, Cfa works for Manchester Capital Management.
Brian J. Vogel, Cfa is listed as Investment Manager at Manchester Capital Management.
AeroLeads has found 1 work email signal at @mcmllc.com for Brian J. Vogel, Cfa at Manchester Capital Management.
AeroLeads has found 2 phone signal(s) with area code 802 for Brian J. Vogel, Cfa at Manchester Capital Management.
Brian J. Vogel, Cfa is based in Manchester Center, Vermont, United States while working with Manchester Capital Management.
Brian J. Vogel, Cfa has worked for Manchester Capital Management, Wells Fargo Investments, Keycorp, and Sm Berger & Company, Inc..
Brian J. Vogel, Cfa's colleagues at Manchester Capital Management include Cynthia Rozelle, Isabel Bolanos Wong, Phil Kirshman, Cfa, Cfp®, Bart Kraft, and Kathy Lynch.
You can use AeroLeads to view verified contact signals for Brian J. Vogel, Cfa at Manchester Capital Management, including work email, phone, and LinkedIn data when available.
Brian J. Vogel, Cfa holds Mba, Finance, Accounting, Strategy from Northwestern University - Kellogg School Of Management.
Brian J. Vogel, Cfa is listed with skills including Development, Portfolio Managers, Business Development, New Business Development, Analysts, Retail Sales, Institutional, and Sales.
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