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About
Brian Vogel is a Senior Wealth Manager and Partner at Manchester Capital Management, based in Manchester, Vermont. He manages investment portfolios and financial relationships for the firm's family office clients, providing customized investment advice and overseeing multi-asset portfolios with a focus on both traditional and alternative assets. His investment management responsibilities include structuring portfolios that incorporate public equities, fixed income, private assets, and real estate, with an emphasis on long-term value, environmental, social, and governance (ESG) factors, and strategies tailored to generational family wealth preservation.
Prior to joining Manchester Capital Management in 2009, Brian was a Senior Investment Manager at Wells Fargo Investments and Managing Director, Portfolio Manager at KeyCorp, where he managed private assets and trust portfolios for high-net-worth clients. His multi-decade career reflects deep expertise in estate planning, charitable giving, and the design of donor-advised funds, as well as in evaluating and selecting multi-asset strategies for wealthy families.
Brian holds the Chartered Financial Analyst (CFA) designation and earned his MBA with concentrations in Finance, Accounting, and Strategy from Northwestern University's Kellogg School of Management. He also holds an MSc with distinction in Scottish Literature from the University of Edinburgh and a BA in English from Stanford University. His notable achievements include structuring legacy and philanthropic solutions for complex family portfolios and championing the integration of ESG principles and real estate as part of comprehensive wealth management.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Manchester Capital Management | Investment Manager | Oct 2009 to Present | 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... |
| Wells Fargo Investments | Senior Investment Manager | Apr 2007 to Jan 2009 | * Comprehensive portfolio management for wealthy individuals, families, charities, foundations, and endowments. * Managed $330M across a four asset-class platform. * Developed custom performance re... |
| KeyCorp | Managing Director, Portfolio Manager | Feb 1999 to Apr 2007 | * Managed $1.6B for wealthy individuals, families, charities, foundations, and endowments. * Book of business consisted of 123 relationships spanning 287 portfolios. * Total equity performance meas... |
| SM Berger & Company, Inc. | Investor Relations Consultant, Director of Distribution | Aug 1993 to Feb 1999 | * Responsible for developing or improving the understanding of small-cap client companies among professional investors, portfolio managers, analysts, and institutional and retail sales professionals ... |
Education
Northwestern University - Kellogg School of Management
MBA, Finance, Accounting, Strategy
1991 — 1993
The University of Edinburgh
MSc., Scottish Literature
1988 — 1989
Stanford University
BA, English
1985 — 1988
Pleasant Valley Senior High
Skills & Expertise
Others at Manchester Capital Management LLC (3)
| Name | Role | Location |
|---|---|---|
C Cynthia Larson | Investment Associate | West Pawlet, VT , United States |
| Investment Associate | Santa Barbara, CA , United States | |
| Investment Associate | Charlottesville, VA , United States |
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