William Alan Vogel
Portfolio Manager-Equities at Montag & Caldwell LLC
Profile
Mr. William A.
Vogel, CFA MBA, is a Managing Principal at Montag & Caldwell LLC.
He joined the firm as a Portfolio Manager and Research Analyst.
He previously served as President until March 31, 2017.
Mr. Vogel served as a Commercial Loan Officer with First Union National Bank in Charlotte and Winston-Salem, North Carolina.
In 1981, he changed careers and worked as a Securities Analyst and Portfolio Manager for seven years in the Trust Investment Department of Wachovia Bank & Trust Co. in Winston-Salem.
After serving as the Chairman of the Investment Committee of the North Georgia United Methodist Foundation for ten years, Mr. Vogel remains a member of that Committee.
He is the Chairman of the Onnie Mae Spruill Foundation and serves on the Investment Committee of Global Health Action, Inc. He is the Treasurer of the Grant Park Health Clinic and The Empty Stocking Fund, and is a board member of the United Methodist Higher Education Foundation.
Mr. Vogel is a long time member of both the Board of Visitors of the Fuqua School of Business at Duke University and the Rotary Club of Atlanta.
Mr. Vogel received his undergraduate degree from Bucknell University and an MBA from Duke University.
William Alan Vogel active positions
| Companies | Position | Start |
|---|---|---|
Montag & Caldwell LLC
 Montag & Caldwell LLC Investment ManagersFinance Montag & Caldwell LLC (M&C) is an independent, SEC-registered investment adviser headquartered in Atlanta, Georgia. Founded in 1945, the firm was formerly known as Montag & Caldwell, Inc. and changed their name to Montag & Caldwell LLC after a successful employee-led buyout in 2010. M&C provides proprietary investment solutions to a wide range of institutional and individual clients through separate accounts. | Portfolio Manager-Equities | - |
Former positions of William Alan Vogel
| Companies | Position | End |
|---|---|---|
Montag & Caldwell, Inc.
 Montag & Caldwell, Inc. Investment ManagersFinance Montag & Caldwell, Inc. is a registered investment advisor headquartered in Atlanta, Georgia. The firm is a subsidiary of RBS Holdings NV and their ultimate parent is RFS Holdings BV. Montag & Caldwell traces their roots to 1945 when Louis A. Montag formed Atlanta's first independent investment advisory firm. In 1956, Eugene Caldwell was made a partner and the firm's name was changed to Montag & Caldwell, Inc. In 1968, Montag & Caldwell, working with Financial Services Corp., incorporated their first mutual fund, the Alpha Fund. The firm serves a wide range of individual and institutional clients through separate accounts and mutual funds. They have experience working with retirement plans, endowment funds, foundations, state and local governments, hospitals, insurance companies, credit unions and Taft-Hartley funds. | President | - |
| Wachovia Bank, NA (Winston-Salem, North Carolina) | Corporate Officer/Principal | - |
| First Union National Bank of Florida | Corporate Officer/Principal | - |
Training of William Alan Vogel
| Bucknell University | Undergraduate Degree |
| Duke University | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
Montag & Caldwell, Inc.
Montag & Caldwell, Inc. Investment ManagersFinance Montag & Caldwell, Inc. is a registered investment advisor headquartered in Atlanta, Georgia. The firm is a subsidiary of RBS Holdings NV and their ultimate parent is RFS Holdings BV. Montag & Caldwell traces their roots to 1945 when Louis A. Montag formed Atlanta's first independent investment advisory firm. In 1956, Eugene Caldwell was made a partner and the firm's name was changed to Montag & Caldwell, Inc. In 1968, Montag & Caldwell, working with Financial Services Corp., incorporated their first mutual fund, the Alpha Fund. The firm serves a wide range of individual and institutional clients through separate accounts and mutual funds. They have experience working with retirement plans, endowment funds, foundations, state and local governments, hospitals, insurance companies, credit unions and Taft-Hartley funds. | Finance |
Montag & Caldwell LLC
Montag & Caldwell LLC Investment ManagersFinance Montag & Caldwell LLC (M&C) is an independent, SEC-registered investment adviser headquartered in Atlanta, Georgia. Founded in 1945, the firm was formerly known as Montag & Caldwell, Inc. and changed their name to Montag & Caldwell LLC after a successful employee-led buyout in 2010. M&C provides proprietary investment solutions to a wide range of institutional and individual clients through separate accounts. | Finance |
| First Union National Bank of Florida | Finance |
| Wachovia Bank, NA (Winston-Salem, North Carolina) | Finance |
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