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Michael James Vogelzang
Directeur en chef des Investissements chez
CapFinancial Partners LLC
Profil
Mr. Michael J.
Vogelzang, CFA, is a Managing Director & Chief Investment Officer at CapFinancial Partners LLC.
Prior to joining the firm, He was president and chief investment officer of Boston Advisors.
Before that, he held senior positions with Freedom Capital Management and Shawmut Investment Management.
He began his investment career at The Boston Company.
He received his undergraduate degree from Calvin College.
Postes actifs de Michael James Vogelzang
| Sociétés | Poste | Début |
|---|---|---|
CapFinancial Partners LLC
 CapFinancial Partners LLC Investment ManagersFinance CAPTRUST determines an appropriate asset allocation for each client based on that client's unique risk profile and investment objectives. The firm utilizes both a risk-based and outcomes-based approach to asset allocation. They allocate client portfolios in the following asset classes: US Equities, International Equities, Fixed Income, Alternative Investments, Commodities and Real Estate. | Directeur en chef des Investissements | 01/06/2021 |
Anciens postes connus de Michael James Vogelzang
| Sociétés | Poste | Fin |
|---|---|---|
Boston Advisors LLC
 Boston Advisors LLC Investment ManagersFinance Boston Advisors investment process utilizes proprietary metrics and quantitative and qualitative research from independent research providers. Their institutional investment process begins with an evaluation of the stock universe appropriate for the assignment through their proprietary stock selection engine. The stock selection process prioritizes stocks based on multi-factor statistical models to create data and liquidity screens. These factors are used conjunction with a custom risk model to quantify and manage exposures in the portfolio and portfolio construction rules to build mandate-specific portfolios, designed to target different style boxes, capitalization ranges and risk goals. For Private Account Group clients, Boston Advisors offers asset allocation and customized account solutions in addition to the Private Account Group product offerings. The process begins with a screening for good valuation and increasing business momentum across the universe of available companies to narrow down the list of potential investments. The firm then conducts a thorough review to understand the business fundamentals and dynamics of each company stock they plan to purchase. Boston Advisors will tailor services on the basis of specific client's needs and objectives and will accept restrictions on investing in certain securities or types of securities. The eligible stock universe for institutional and Private Account Group Clients include exchange listed securities, ETFs, over-the-counter securities, corporate debt securities, warrants, options, commercial paper, mutual funds, U.S. government securities, and municipal securities. | President | 01/10/2019 |
The Boston Co. Holding LLC
 The Boston Co. Holding LLC Major BanksFinance Commercial banking | Corporate Officer/Principal | - |
Advest, Inc.
 Advest, Inc. Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | - |
TIAT LLC
 TIAT LLC Investment ManagersFinance FCM is a GARP U.S. large-cap manager. Their research effort begins by using the Russell 1000 Growth, S&P 500 and S&P/Barra Growth indexes as their stock universe. The ultimate benchmark is the S&P 500. For growth stocks, they focus on stocks with industry leadership, pricing power, expanding margins, strong balance sheets and sound management. Value stocks are selected based on low p/e and price-to-book ratios, attractive cash flows and above-average ROE. Overall, the firm will sell a stock when the target price has been reached or fundamentals deteriorate. | Membre du Comité d'Investissement | 31/12/1996 |
Formation de Michael James Vogelzang
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
80
Relations au 1er degré
6
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 6 |
|---|---|
Advest, Inc.
Advest, Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
The Boston Co. Holding LLC
The Boston Co. Holding LLC Major BanksFinance Commercial banking | Finance |
Boston Advisors LLC
Boston Advisors LLC Investment ManagersFinance Boston Advisors investment process utilizes proprietary metrics and quantitative and qualitative research from independent research providers. Their institutional investment process begins with an evaluation of the stock universe appropriate for the assignment through their proprietary stock selection engine. The stock selection process prioritizes stocks based on multi-factor statistical models to create data and liquidity screens. These factors are used conjunction with a custom risk model to quantify and manage exposures in the portfolio and portfolio construction rules to build mandate-specific portfolios, designed to target different style boxes, capitalization ranges and risk goals. For Private Account Group clients, Boston Advisors offers asset allocation and customized account solutions in addition to the Private Account Group product offerings. The process begins with a screening for good valuation and increasing business momentum across the universe of available companies to narrow down the list of potential investments. The firm then conducts a thorough review to understand the business fundamentals and dynamics of each company stock they plan to purchase. Boston Advisors will tailor services on the basis of specific client's needs and objectives and will accept restrictions on investing in certain securities or types of securities. The eligible stock universe for institutional and Private Account Group Clients include exchange listed securities, ETFs, over-the-counter securities, corporate debt securities, warrants, options, commercial paper, mutual funds, U.S. government securities, and municipal securities. | Finance |
TIAT LLC
TIAT LLC Investment ManagersFinance FCM is a GARP U.S. large-cap manager. Their research effort begins by using the Russell 1000 Growth, S&P 500 and S&P/Barra Growth indexes as their stock universe. The ultimate benchmark is the S&P 500. For growth stocks, they focus on stocks with industry leadership, pricing power, expanding margins, strong balance sheets and sound management. Value stocks are selected based on low p/e and price-to-book ratios, attractive cash flows and above-average ROE. Overall, the firm will sell a stock when the target price has been reached or fundamentals deteriorate. | Finance |
Calvin University
 Calvin University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
CapFinancial Partners LLC
CapFinancial Partners LLC Investment ManagersFinance CAPTRUST determines an appropriate asset allocation for each client based on that client's unique risk profile and investment objectives. The firm utilizes both a risk-based and outcomes-based approach to asset allocation. They allocate client portfolios in the following asset classes: US Equities, International Equities, Fixed Income, Alternative Investments, Commodities and Real Estate. | Finance |
