Mike Vogelzang is CAPTRUST’s chief investment officer and is based out of Boston, MA.
Mike serves as CAPTRUST’s chief investment officer (CIO), and brings more than 30 years of portfolio management, market strategy, and investment research experience to the firm.
As CAPTRUST’s CIO, Mike oversees the Investment Group, which includes manager and security research, portfolio management, and alternative investment research and strategy. In his position, Mike is responsible for more than $1 trillion in AUA, including $119 billion in AUM. He personally manages a ~$2 billion U.S. equity income portfolio benchmarked to the S&P 500 Index.
Previously, Mike served as the president and chief investment officer of Boston Advisors, LLC, an independent institutional and wealth management RIA. He was also trustee of the multibillion-dollar Boston Advisors Trust, a family of money market mutual funds. Mike previously held the role of president of the Lebenthal Funds, a taxable and tax-exempt family of long-term bond funds. Additionally, he served as a board member for Advest, Inc., the one-time parent company of Boston Advisors. Prior to Boston Advisors, Mike held senior positions with Freedom Capital Management and Shawmut Investment Management. He began his investment career at The Boston Company.
Mike serves as the Chair of the Investment Committee of the Barnabas Foundation, a large Chicago-based planned giving and estate planning charitable organization, investing on behalf of faith-based organizations and individuals. He also serves on the investment committee of his alma mater, Calvin University. He earned a B.A. degree in economics and political science from Calvin University in Grand Rapids, MI, and attended Boston University’s Graduate School of Management. Mike also holds the Chartered Financial Analyst® (CFA®) designation and is a member of the Boston Security Analyst Society.
Education
- Graduate School of Management—Boston University
- Bachelor of Arts degree in economics and political science from Calvin College
Industry Designations
- Chartered Financial Analyst®
Memberships
- Chair—The Barnabas Foundation, Investment Committee
- Committee Member—Calvin University Investment Committee
- Member—CFA® Society of Boston
- Member—Boston Security Analysts Society
- Member—Highrock Arlington
- Member—Monsters in the Basement Cycling Club.