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Morgan R

Manchester, VT

Manchester Capital Management LLC

Morgan Roberts is a financial advisor at Manchester Capital Management LLC with 26 years of industry experience. He has been with Manchester Capital Management since 1998. Manchester Capital Management provides advisory services to individuals, high-net-worth families, family office entities, pension and profit-sharing plans, trusts, estates, charitable organizations, and related entities. The firm focuses on discretionary portfolio management, family office services, private real estate acquisition and asset management, and manages multiple private limited partnerships, including private equity and venture capital funds.

Private / alternative investments Real estate investing Concentrated stock management Charitable giving & philanthropy Business Financial Management Founder/Business Owner Executive
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Brian V

CFA®

Manchester, VT

Manchester Capital Management LLC

Brian Vogel is a CFA® charterholder with 16 years of industry experience. He has been with Manchester Capital Management LLC since 2009. Manchester Capital Management provides advisory services to individuals, high-net-worth families, family offices, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers discretionary portfolio management, family office services, private real estate acquisition and management, and manages a series of private limited partnerships, emphasizing strategic asset allocation and a vetted selection of third-party managers.

Private / alternative investments Real estate investing Concentrated stock management Charitable giving & philanthropy Business Financial Management Founder/Business Owner Executive
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Griffin S

CFP®, Series 65

Manchester, VT

Manchester Capital Management LLC

Griffin Sivret is a financial advisor at Manchester Capital Management LLC with 16 years of industry experience. He holds the CFP® designation and Series 65 license and has been with Manchester Capital Management since 2012. Manchester Capital Management provides advisory services to individuals, high-net-worth families, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm’s investment process centers on customized Investment Policy Statements and strategic asset allocation, managing portfolios through a vetted list of third-party managers and offering private fund management, family office services, and private real estate development.

Private / alternative investments Real estate investing Concentrated stock management Charitable giving & philanthropy Business Financial Management Founder/Business Owner Executive
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Edward C

Series 63, Series 65

Manchester, VT

Manchester Capital Management LLC

Edward Cronin Jr. is a financial advisor with Manchester Capital Management LLC in Manchester, VT, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Manchester Capital Management since 1993 and also serves with the Equinox Conservative Fund, L.P. since 1992. Manchester Capital Management provides advisory services to individuals, high-net-worth families, family offices, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers discretionary portfolio management, family office services, private real estate acquisition and asset management, and manages multiple private limited partnerships, employing a strategic asset allocation approach and ongoing portfolio monitoring.

Private / alternative investments Real estate investing Concentrated stock management Charitable giving & philanthropy Business Financial Management Founder/Business Owner Executive
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Bartholomew E

CFP®, CFA®, Series 63, Series 66

Manchester, VT

Manchester Capital Management LLC

Bartholomew Earley is a CFP® and CFA® with 18 years of industry experience. He has been with Manchester Capital Management LLC since 2007. Manchester Capital Management provides advisory services to individuals, high-net-worth families, family office entities, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers discretionary portfolio management, family office services, private real estate acquisition and asset management, and acts as investment adviser and Managing General Partner for a series of private limited partnerships, with an investment process focused on strategic asset allocation and ongoing portfolio monitoring.

Private / alternative investments Real estate investing Concentrated stock management Charitable giving & philanthropy Business Financial Management Founder/Business Owner Executive
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Cynthia R

Series 65

Manchester, VT

Manchester Capital Management LLC

Cynthia Rozelle is a financial advisor at Manchester Capital Management LLC with one year of industry experience. She holds a Series 65 designation and has been with Manchester Capital Management since 2014. Outside of her advisory role, she is the owner of Transport Jakyla LLC, a trucking business. Manchester Capital Management provides advisory services to individuals, families, pension plans, trusts, charitable organizations, and related entities. The firm offers discretionary portfolio management, family office services, private real estate acquisition and asset management, and manages a series of private limited partnerships, emphasizing strategic asset allocation and ongoing portfolio monitoring.

Private / alternative investments Real estate investing Concentrated stock management Charitable giving & philanthropy Business Financial Management Founder/Business Owner Executive
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