Brian Vogel
Gestionnaire de Portefeuille-Actions chez Manchester Capital Management LLC
Profil
Mr. Brian J.
Vogel, CFA MBA, is a Senior Wealth Manager & Partner at Manchester Capital Management LLC.
He manages the investment portfolios and financial relationships for many of Manchester Capital’s family office clients.
Prior to joining Manchester in October 2009, Mr. Vogel served in the trust department of Wells Fargo Bank in Santa Rosa, CA, managing private assets for wealthy clients.
He earned his Chartered Financial Analyst designation in 1996 and holds an M.B.A.
from Northwestern University’s Kellogg Graduate School of Management (with concentrations in Finance, Accounting, and Strategy), an M.Sc.
with distinction in Scottish Literature from the University of Edinburgh, and a B.A.
in English from Stanford University.
Postes actifs de Brian Vogel
| Sociétés | Poste | Début |
|---|---|---|
Manchester Capital Management LLC
 Manchester Capital Management LLC Investment ManagersFinance Manchester Capital Management LLC (MCM) is an independent, SEC-registered investment advisor headquartered in Manchester Center, Vermont. The firm was founded in 1993 by Edward Cronin Jr. MCM provides advisory services to individuals, family office entities, pension and profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, and the Equinox Funds. | Gestionnaire de Portefeuille-Actions | 01/10/2009 |
Anciens postes connus de Brian Vogel
| Sociétés | Poste | Fin |
|---|---|---|
KeyBanc Capital Markets, Inc.
 KeyBanc Capital Markets, Inc. Investment Banks/BrokersFinance KeyBanc Capital Markets, Inc. is a registered investment bank and broker/dealer headquartered in Cleveland, Ohio. The firm was founded in 1983 and is a subsidiary of KeyCorp. (NYSE: KEY). KeyBanc Capital Markets provides investment banking, commercial lending, treasury management, derivatives, foreign exchange, equity and debt underwriting and trading and syndicated finance products and services to large corporations and middle-market companies. | Corporate Officer/Principal | 01/04/2007 |
SM Berger & Co., Inc.
 SM Berger & Co., Inc. Miscellaneous Commercial ServicesCommercial Services SM Berger & Co., Inc. provides public relation services. The private company is based in Cleveland, OH. | Corporate Officer/Principal | 01/02/1999 |
Wells Fargo Bank Iowa, NA
 Wells Fargo Bank Iowa, NA Major BanksFinance Headquartered in Des Moines, Iowa, Wells Fargo Bank Iowa NA is a subsidiary of Wells Fargo & Co. (NYSE: WFC), a diversified financial services company that provides a range of banking, insurance, investment, mortgage and consumer finance services | Corporate Officer/Principal | - |
Formation de Brian Vogel
| Stanford University | Undergraduate Degree |
| Northwestern University | Masters Business Admin |
| The University of Edinburgh | Graduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
KeyBanc Capital Markets, Inc.
KeyBanc Capital Markets, Inc. Investment Banks/BrokersFinance KeyBanc Capital Markets, Inc. is a registered investment bank and broker/dealer headquartered in Cleveland, Ohio. The firm was founded in 1983 and is a subsidiary of KeyCorp. (NYSE: KEY). KeyBanc Capital Markets provides investment banking, commercial lending, treasury management, derivatives, foreign exchange, equity and debt underwriting and trading and syndicated finance products and services to large corporations and middle-market companies. | Finance |
Wells Fargo Bank Iowa, NA
Wells Fargo Bank Iowa, NA Major BanksFinance Headquartered in Des Moines, Iowa, Wells Fargo Bank Iowa NA is a subsidiary of Wells Fargo & Co. (NYSE: WFC), a diversified financial services company that provides a range of banking, insurance, investment, mortgage and consumer finance services | Finance |
Manchester Capital Management LLC
Manchester Capital Management LLC Investment ManagersFinance Manchester Capital Management LLC (MCM) is an independent, SEC-registered investment advisor headquartered in Manchester Center, Vermont. The firm was founded in 1993 by Edward Cronin Jr. MCM provides advisory services to individuals, family office entities, pension and profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, and the Equinox Funds. | Finance |
SM Berger & Co., Inc.
SM Berger & Co., Inc. Miscellaneous Commercial ServicesCommercial Services SM Berger & Co., Inc. provides public relation services. The private company is based in Cleveland, OH. | Commercial Services |
