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Brian Vogel

Brian Vogel

Investment Manager at Manchester Capital Management LLC

Manchester, VT , United States

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

OrganizationRoleDate RangeDetails
Manchester Capital ManagementInvestment ManagerOct 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 InvestmentsSenior Investment ManagerApr 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...
KeyCorpManaging Director, Portfolio ManagerFeb 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 DistributionAug 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

Analysts
Business Development
Social Media
New Business Development
Retail Sales
Strategy
Public Relations
Investments
Sales
Development
Investment Management
Portfolio Managers
Institutional
Project Management
Management

Others at Manchester Capital Management LLC (3)

NameRoleLocation
C
Cynthia Larson
Investment AssociateWest Pawlet, VT , United States
Erik Gutierrez
Erik Gutierrez
Investment AssociateSanta Barbara, CA , United States
Isabel Wong
Isabel Wong
Investment AssociateCharlottesville, VA , United States

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