Michael J. Vogelzang, CFA®

Michael J. Vogelzang, CFA®

Principal, and
Chief Investment Strategist

  • Lexington, MA
  • Salt to the Sea by Ruta Sepetys | Blues Brothers
  • Barack and Michelle Obama, Larry Bird, and Lance Armstrong
  • Love your neighbor as yourself.
  • Humility, intelligence, and authenticity

Financial Advisors

Mike is CAPTRUST’s chief investment strategist and a principal of the firm. He is based out of Boston, Massachusetts.

As a member of the Investment Committee and a senior member of the Investment Group, Mike oversees the firm’s management of individual securities portfolios.

Prior to joining CAPTRUST in 2019, he was principal owner, president and chief investment officer of Boston Advisors, a boutique investment management firm specializing in managing assets for institutions, affluent individuals, and families.

Before that Mike held senior positions with Freedom Capital Management and Shawmut Investment Management. He began his investment career at The Boston Company. He holds the Chartered Financial Analyst® (CFA) designation and is a member of the CFA Society of Boston.

Education

  • Bachelor of Arts degree in economics and political science from Calvin College
  • Boston University’s Graduate School of Management

Industry Designations

  • Chartered Financial Analyst®

Memberships

  • Chair—The Barnabas Foundation, investment committee
  • Member—CFA Society of Boston
  • Member— Boston Security Analysts Society
  • Member—Trinity Covenant Church
  • Member—Lexington Youth Basketball
  • Member—Monsters in the Basement Cycling Club
  • Former board member—Advest, Inc.

News & Resources

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