Fogel Capital Management provides investment management services for Individuals, Trusts and Guardianships, Institutions, Retirement Funds, Family Offices and Native American governments. Preservation of capital is the cornerstone of the Fogel Capital Management investment philosophy. Our in-depth understanding of the financial markets, carefully defined investment principles and disciplined execution have worked exceptionally well for clients in both up and down markets.  At Fogel Capital, investment strategies are designed to meet the specific needs of our clients. Whether it’s maintenance of your lifestyle, or providing for the emergence of an unexpected investment opportunity, a change in your personal financial needs, or shifts in market conditions, portfolios are designed to react and adjust to your best advantage. Although past performance is no guarantee of future results, our investment specialists have regularly outperformed the market as measured by standard industry indices.

Michael Fogel

President and Portfolio Manager

For over a decade 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. His knowledge is regularly used by FCM clientele for a variety of other financial services ranging from executive retirement goals to real estate investment and bond issuance for economic development purposes.

Fogel Capital Managment, Inc. is appointed on the New York State Part 36 database under the New York State Supreme Court to act as guardian and or Trustee for incapacitated individuals.  We have a large business in managing funds for parents and or attorneys who are guardians as well.

Before taking over as Chief Investment Officer he worked for Lehman Brothers as an Equity Derivatives and Program Trader and at 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 Lembert in the Financial Systems and High Yield Department.

Michael Fogel has presented lectures for the State of Florida, Charles Schwab & Co., Inc., The New York Trial Lawyers Association, The National Congress of American Indians, The National Indian Gaming Association, The Native American Finance Officers Association and the Mid-West Economic Development Conference.  He has also provided financial training workshops specific to a Tribal community, upon the request of Tribal governments

Blaise Hayden

Senior Securities Analyst

Prior to joining FCM, Blaise served as Director of Portfolio Trading for SmithBarney. Before joining SmithBarney he served as Vice President of Equity Derivatives at Lehman Brothers.  In the early 1990’s he joined the Zenith Group, a hedge fund that was being traded out of Greenwich, Connecticut.  Before joining the Zenith Group, he spent several years at PaineWebber where he served as Vice President on the equity derivatives desk.

Blaise started his financial career in 1987 at CitiBank as a securities trader and developed artificial intelligence applications specific to investments.  He graduated from New York University with a BA in Classical Languages.

Marvin Fogel, M.D.

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. Served as Professor of Clinical Obstetrics & Gynecology, Mount Sinai School of Medicine. Acting 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 Signa (Biology Honor Society) and holds an M.D. from Temple University College of Medicine. Graduated New York University A.B. 1956.

Charlene Fogel

Owner/Compliance Officer

Mrs. Fogel is a founding member of Fogel Capital Management, Inc.  Prior to forming Fogel Capital Management, Inc. she acted as investment management for a medical group’s pension fund holding the title of investment manager with a CFP. Her current duties focus on office management and general compliance for the firm.

Jay Chapman, CFP

Investment Advisor

Jay Chapman serves as an Investment Advisor with Fogel Capital Management, Inc.  Jay grew up in Stuart, FL and brings over 16 years of experience in Financial Services.  He graduated from Stetson University with a Bachelor of Arts degree in Political Science and a Minor in Business Law.  His experience ranges from Financial Advisor to Branch Manager with H&R Block Financial Advisors and Raymond James.   He attained the Certified Financial Planning designation in May of 2000 from Florida Institute of Technology.  Jay’s financial planning background, as well as his experience in working with major wall street firms allows him to help guide clients toward their individual financial goals.  Jay decided in late 2009 that he wanted to take his practice to the Registered Investment Advisor platform and left the Broker Dealer side to pursue that interest.  He holds series 7, 52, 63, 8, and 24 licenses as well as Life, Health, and Variable annuity licenses.  Jay earned his designation as a Certified Financial Planner in 2002, and is recognized by the Certified Financial Planner Board of Standards.