Our Team of Financial Advisors serving Stuart

 

 

Michael-Fogel_01

Michael Fogel – President and Chief Investment Officer

michael@fogelcapital.com

For over 20 years Michael Fogel has served as portfolio manager at Fogel Capital Management, Inc. He manages a diverse group of equity and fixed income portfolios for individuals, families, trusts, guardianships, corporations, and Native American governments. Before taking over as Chief Investment Officer for FCM he worked for Lehman Brothers as an equity derivatives and program trader. He was also employed by Prudential Securities as a Performance Analyst evaluating the overall performance of the firms recommended investment managers. Early in his career he was employed by Drexel Burnham Lambert in the Financial Systems and High Yield Department.


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Blaise Hayden – Senior Securities Analyst/Head of Trading

blaise@fogelcapital.com

Prior to joining FCM Blaise served as Director of Portfolio Trading at Smith Barney. Before joining Smith Barney he served as Vice President of Equity Derivatives at Lehman Brothers. In the early 1990’s he joined the Zenith Group, a hedge fund traded out of Greenwich Connecticut. Before joining the Zenith Group he spent several years at Paine Webber where he served as Vice President on the equity derivatives desk. Blaise started his career in 1987 with Citibank as a securities trader and developed artificial intelligence applications specific to investments.


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Marvin Fogel, M.D. – Founder/Portfolio Management Consultant

Marvin formed Fogel Capital Management, Inc. in April of 1995 as he had run the pension and profit sharing plan for a medical partnership for more than 25 years. Prior to forming Fogel Capital Management, Inc., he served as Vice Chairman of the Department of Obstetrics, Gynecology & Reproductive Science at Mount Sinai Hospital. Marvin has served as Professor of Clinical Obstetrics & Gynecology, Mount Sinai School of Medicine, as well as Vice Chairman of Admissions Committee. As Director of Quality Assurance & Compliance for Mount Sinai Medical Center, Dr. Fogel reviewed the defense for Mount Sinai against medical malpractice cases and developed internal quality control. This position ultimately created the groundwork for Fogel Capital Management, Inc. Trust business today. Dr. Fogel was Beta Lambda Sigma (Biology Honor Society) and holds an M.D. from Temple University College of Medicine. Graduated New York University A.B. 1956.


Charlene-Fogel_01

Charlene Fogel – Partner

Charlene is a Registered Investment Advisor and founding partner of Fogel Capital Management. She served as Chief Compliance Officer from 1995 – 2013, maintains the FCM accounting office and company operations. Prior to the forming of FCM she served as administrator of a medical pension fund. Charlene holds a BS in education from Temple University and a Certificate in Financial Planning through Adelphi University.

 


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Sheila Ruiz – Director of Client Services

Sheila@fogelcapital.com

Sheila joined Fogel Capital Management in 2014 as an Account Analyst. She then transitioned into Trust Administrator and is now leading the Client Services Division. Sheila believes maintaining regular communication with clients is a key component among the services we provide. Sheila holds a Bachelor’s degree from Florida Atlantic University. Additionally, she has over 10 years of experience in customer service, budget management, and an extensive background in social services. She is also fluent in Spanish and provides training and support to the Trust Administration staff. Responsibilities include overseeing the yearly financial reporting required by the Court, ensuring we are in compliance with court decisions, and enhancing the customer service experience.


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Kelly Rosario – Trust Administrator

Kelly.Rosario@fogelcapital.com

Kelly administers Trust & Guardianship assets for the benefit of the beneficiaries. Kelly’s responsibilities include paying bills, preparing accounting statements for guardianship accounts to be filed with the courts, and taking care of our clients’ needs. Kelly graduated from Appalachian State University with a Bachelor of Science in Business Administration. In addition to this, she has 20 years of experience in the Financial Services Industry having worked for PNC Wealth Management for 17 years before joining Fogel Capital Management. Kelly also graduated from the Florida Bankers Trust & Wealth Management School.


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Casey West – Investment Advisor

Casey.west@fogelcapital.com

Casey joined Fogel Capital Management in the Fall of 2016. As Trust Administrator, she worked very closely with the families of Special Needs Trust recipients. Her duties included preparing check requests, documenting all activity within trust accounts, preparing and filing annual accountings, and assisting our clients with any request they may have. Casey attended Rhodes College in Memphis, TN and began her professional career working as accounts receivable coordinator, sales representative, and bookkeeper for two successful accessories companies. She is now an Investment Advisor on the Fogel Capital Team. She holds the Series 65 Uniform Investment Advisor License and is dedicated to providing the highest level of service and decorum to our clients.


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Robert Fodiman – Head of Business Development

Robert.Fodiman@fogelcapital.com
Rob leads the client facing side of Fogel Capital’s Trust and Guardianship service. Prior to Fogel Capital, Rob gained extensive professional experience in the manufacturing industry, traveling and working both domestically and internationally. At Fogel Capital, Rob acts as a liaison between clients and their attorneys, navigating the cumbersome court system for clients and their families. Rob works to develop personal relationships with clients, beyond business; whether it’s financial concerns or family issues, Rob works to maintain an open line of communication so Fogel Capital’s clients can receive proper care.


Mike Sonderegger – Investment Advisor / Analyst

Mike.sonderegger@fogelcapital.com

Mike joined Fogel Capital Management in Fall of 2017. In his role, he provides presentation, communication, and analysis of client investments. He is committed to client education and communication. Mike graduated from Florida State University in 2017 with a Bachelor of Science in Finance. He passed level one of the CFA Program in June 2018 and is a CFA Level 2 Candidate. He holds the Series 65 Uniform Investment Advisor License.

 

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