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Profil
Mr. William A. Vogel, CFA MBA, is a Portfolio Manager at Blue Horse Investment Counsel LLC.
Mr. Vogel served as a Commercial Loan Officer with First Union National Bank in Charlotte and Winston-Salem, North Carolina.
In 1981, he changed careers and worked as a Securities Analyst and Portfolio Manager for seven years in the Trust Investment Department of Wachovia Bank & Trust Co. in Winston-Salem.
After serving as the Chairman of the Investment Committee of the North Georgia United Methodist Foundation for ten years, Mr. Vogel remains a member of that Committee.
He is the Chairman of the Onnie Mae Spruill Foundation and serves on the Investment Committee of Global Health Action, Inc. He is the Treasurer of the Grant Park Health Clinic and The Empty Stocking Fund, and is a board member of the United Methodist Higher Education Foundation.
Mr. Vogel is a long time member of both the Board of Visitors of the Fuqua School of Business at Duke University and the Rotary Club of Atlanta.
He received his undergraduate degree from Bucknell University and an MBA from Duke University.
Anciens postes connus de William Alan Vogel
| Sociétés | Poste | Fin |
|---|---|---|
Montag & Caldwell LLC
 Montag & Caldwell LLC Investment ManagersFinance BHIC seeks to provide investment returns through the competent, disciplined, fundamental analysis of individual securities. Their investment process is primarily bottom-up in which they interrelate price with earnings momentum. | Directeur Général | 01/01/2018 |
Montag & Caldwell, Inc.
 Montag & Caldwell, Inc. Investment ManagersFinance Montag & Caldwell is a large-cap growth investor. The firm employs disciplined, fundamental analysis to select individual securities. They are a long-term investor, focusing on high-quality growth opportunities. Montag & Caldwell utilizes a primarily bottom-up investment process in which they interrelate price with earnings momentum. Their strategy uses a present valuation model in which the current price of the stock is related to the risk adjusted present value of their estimate of the company's future earnings stream. Montag & Caldwell offers the following investment strategies: Large-Cap Growth, Mid-Cap Growth, Fixed-Income and Balanced. Montag & Caldwell's growth equity philosophy emphasizes fundamental valuation techniques which focus on a company's future earnings and dividend growth rates. The process is primarily bottom-up and utilizes a present valuation model in which the current price of the stock is related to the risk-adjusted present value of the company's estimated future earnings stream. The firm seeks to buy growth stocks that are selling at a discount to their fair value at a time when superior earnings per share growth is visible for the intermediate term. The firm manages fixed-income assets to maximize total return at an acceptable level of risk. They accomplish through adjustment of the portfolio duration/maturity and by changing the sector weights within the portfolio among government, corporate, mortgage-backed and other fixed-income investments. By analyzing the expected total return of a bond portfolio within a range of possible interest rate movements, Montag & Caldwell seeks to structure portfolios to outperform the market with lower risk over a complete interest rate cycle. The firm manages both taxable and tax-free fixed-income portfolios. They provide active fixed-income management that is designed to seek returns that outperform bond market averages, without excessive activity. For their balanced portfolios, Montag & Caldwell combines their high-quality growth equity investment approach with the higher and more stable income of bonds. The appropriate asset mix is determined through consultation with the client concerning their risk tolerance, income needs and growth objectives. The firm further refines the asset allocation between stocks and bonds around the target mix based on their conclusions about market valuation levels, the economy, investor sentiment and liquidity. Asset allocation reflects their judgment of the relative attractiveness of common stocks to other assets and is based on a broad overview of economic, political and financial market trends. The equity portion of balanced accounts focuses on growth companies with strong fundamentals with compelling valuation levels. The fixed-income portion of balanced accounts is fully invested at all times with risk managed by changing the maturities and sector emphasis of the portfolio over time. | President | - |
Wachovia Bank, NA (Winston-Salem, North Carolina)
 Wachovia Bank, NA (Winston-Salem, North Carolina) Major BanksFinance Nationally chartered commercial bank | Corporate Officer/Principal | - |
First Union National Bank of Florida
 First Union National Bank of Florida Major BanksFinance Nationally chartered commercial bank | Corporate Officer/Principal | - |
Formation de William Alan Vogel
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
50
Relations au 1er degré
6
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 6 |
|---|---|
Montag & Caldwell, Inc.
Montag & Caldwell, Inc. Investment ManagersFinance Montag & Caldwell is a large-cap growth investor. The firm employs disciplined, fundamental analysis to select individual securities. They are a long-term investor, focusing on high-quality growth opportunities. Montag & Caldwell utilizes a primarily bottom-up investment process in which they interrelate price with earnings momentum. Their strategy uses a present valuation model in which the current price of the stock is related to the risk adjusted present value of their estimate of the company's future earnings stream. Montag & Caldwell offers the following investment strategies: Large-Cap Growth, Mid-Cap Growth, Fixed-Income and Balanced. Montag & Caldwell's growth equity philosophy emphasizes fundamental valuation techniques which focus on a company's future earnings and dividend growth rates. The process is primarily bottom-up and utilizes a present valuation model in which the current price of the stock is related to the risk-adjusted present value of the company's estimated future earnings stream. The firm seeks to buy growth stocks that are selling at a discount to their fair value at a time when superior earnings per share growth is visible for the intermediate term. The firm manages fixed-income assets to maximize total return at an acceptable level of risk. They accomplish through adjustment of the portfolio duration/maturity and by changing the sector weights within the portfolio among government, corporate, mortgage-backed and other fixed-income investments. By analyzing the expected total return of a bond portfolio within a range of possible interest rate movements, Montag & Caldwell seeks to structure portfolios to outperform the market with lower risk over a complete interest rate cycle. The firm manages both taxable and tax-free fixed-income portfolios. They provide active fixed-income management that is designed to seek returns that outperform bond market averages, without excessive activity. For their balanced portfolios, Montag & Caldwell combines their high-quality growth equity investment approach with the higher and more stable income of bonds. The appropriate asset mix is determined through consultation with the client concerning their risk tolerance, income needs and growth objectives. The firm further refines the asset allocation between stocks and bonds around the target mix based on their conclusions about market valuation levels, the economy, investor sentiment and liquidity. Asset allocation reflects their judgment of the relative attractiveness of common stocks to other assets and is based on a broad overview of economic, political and financial market trends. The equity portion of balanced accounts focuses on growth companies with strong fundamentals with compelling valuation levels. The fixed-income portion of balanced accounts is fully invested at all times with risk managed by changing the maturities and sector emphasis of the portfolio over time. | Finance |
Duke University
 Duke University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
First Union National Bank of Florida
First Union National Bank of Florida Major BanksFinance Nationally chartered commercial bank | Finance |
Bucknell University
 Bucknell University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Wachovia Bank, NA (Winston-Salem, North Carolina)
Wachovia Bank, NA (Winston-Salem, North Carolina) Major BanksFinance Nationally chartered commercial bank | Finance |
Montag & Caldwell LLC
Montag & Caldwell LLC Investment ManagersFinance BHIC seeks to provide investment returns through the competent, disciplined, fundamental analysis of individual securities. Their investment process is primarily bottom-up in which they interrelate price with earnings momentum. | Finance |
