Our Team of Financial Advisors serving Stuart
Michael Fogel – President and Chief Investment Officer
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.
Blaise Hayden – Senior Securities Analyst/Head of Trading
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.
Jay Chapman, CFP® – Vice President, Investments
Jay has over 20 years of experience in the Financial Services industry. He has a wide range of knowledge that he has developed over his career through hands on experience as well as continued education. Jay works daily with his clients to develop and maintain their investment and financial planning strategy. He believes that communication with clients is the key to financial success, and he tries to educate as well as enforce a disciplined approach on a daily basis. Jay graduated from Stetson University with a Bachelor of Arts degree in Political Science and a minor in Business Law. He currently holds a series 7, 8, 24, 52, 63, and 65 licenses as well Health, Life, and Variable Annuity Insurance licenses. Jay also is a Certified Financial Planner™ and is recognized by the Certified Financial Planner Board of Standards. The CFP® certification identifies true professionals in one of the fastest growing industries. He is local to Stuart and a graduate of Martin County High School. Jay is very involved in the community. Currently, Jay serves as the President of the Board for the Children’s Emergency Resources, and continues to help raise money for local events to help individuals in Martin County who have been subjected to personal tragedy.
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 ground work 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 – 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.
Sheila Ruiz – Director of Client Services
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. 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.
Kelly Rosario – Trust Administrator
Kelly Administers trust & guardianship assets for the benefit of the beneficiaries. Whether it is paying bills, preparing accountings for guardianship accounts to be filed with the courts or just taking care of whatever the needs are of our clients. Kelly Graduated from Appalachian State University with a Bachelor of Science in Business Administration and has 20 years of experience in the Financial Services Industry having worked for PNC Wealth Management for 17 years before joining Fogel Capital Management. In addition to this, Kelly also Graduated from the Florida Bankers Trust & Wealth Management School
Casey West – Trust Administrator
Casey joined Fogel Capital Management, Inc. in the Fall of 2016 and brings a heavily experienced sales and client service background to the team. Before joining FCM, she attended Rhodes College in Memphis, TN. She began her professional career working as a sales rep, bookkeeper, and sales manager for two successful accessories companies. Casey assists with any and all administrative tasks at the firm. These include paying bills, preparing annual accountings, and assisting FCM Clients with any request they may have. Casey enjoys traveling, is an avid reader, and is currently continuing her education at the Florida Atlantic University College of Business.