Fogel Capital Management Inc

Blaise Hayden is a financial advisor at Fogel Capital Management Inc with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Fogel Capital Management since 2004. Fogel Capital Management provides investment advisory and portfolio management services to individuals, pension and profit-sharing plans, charitable organizations, corporations, and non-profit organizations. The firm combines fundamental and technical analysis and employs a range of strategies, including long- and short-term buy-and-hold, short sales, options strategies, and margin transactions, tailoring portfolios to clients' objectives and risk tolerance.

Casey West is a financial advisor with Fogel Capital Management Inc, holding a Series 65 designation and eight years of industry experience. He has been with Fogel Capital Management since 2016. Fogel Capital Management provides investment advisory and portfolio management services to individuals, pension and profit-sharing plans, charitable organizations, corporations, and nonprofits. The firm employs a combination of fundamental and technical analysis and uses a range of strategies including long- and short-term buy-and-hold, short sales, options, and margin transactions, tailoring portfolios to clients’ financial situations and risk tolerance.

Jodi Tribble is a financial advisor at Fogel Capital Management Inc with 27 years of industry experience. She has been with Fogel Capital Management since 2013. Fogel Capital Management provides investment advisory and portfolio management services to individuals, pension and profit-sharing plans, charitable organizations, corporations, and non-profit organizations, managing approximately $390 million in discretionary client assets. The firm combines fundamental and technical analysis and employs a range of strategies tailored to clients’ objectives, financial conditions, tax status, and risk tolerance.

Charlene Fogel is a financial advisor with Fogel Capital Management Inc in Stuart, FL, holding 30 years of industry experience. She has been with Fogel Capital Management since 1995. Fogel Capital Management provides investment advisory and portfolio management services to individuals, pension and profit-sharing plans, charitable organizations, corporations, and non-profit organizations. The firm employs a combination of fundamental and technical analysis and offers a range of strategies including long- and short-term buy-and-hold, short sales, options, and margin transactions, tailoring portfolios to client objectives and risk tolerance.

Maxwell Fogel is a financial advisor at Fogel Capital Management Inc with four years of industry experience. He holds Series 65 and Series 63 credentials. Prior to his current role, he has held positions at MAGV Securities, Inc., Canaccord Genuity, HVA, and Maxim Group. Outside of his advisory work, Fogel serves as a senior analyst advising on M&A transactions at Madison Alley. Fogel Capital Management provides investment advisory and portfolio management services to individuals, pension and profit-sharing plans, charitable organizations, corporations, and non-profit organizations. The firm manages approximately $438 million in discretionary assets and employs a mix of fundamental and technical analysis with strategies including buy-and-hold, options trading, short sales, and margin transactions.

Nicholas Skillman is a financial advisor at Fogel Capital Management Inc with six years of industry experience. He holds the Series 65 designation and has been with Fogel Capital Management since 2019. Prior to his advisory career, he was a student for ten years. Fogel Capital Management provides investment advisory and portfolio management services to individuals, pension and profit-sharing plans, charitable organizations, corporations, and non-profit organizations. The firm employs a combination of fundamental and technical analysis and offers a range of strategies tailored to each client’s financial situation and risk tolerance.

Michael Fogel is a financial advisor at Fogel Capital Management Inc with 29 years of industry experience. He has been with Fogel Capital Management since 1996. He holds a Series 63 designation. Fogel Capital Management provides investment advisory and portfolio management services to individuals, pension and profit-sharing plans, charitable organizations, corporations, and nonprofits. The firm employs both fundamental and technical analysis and offers a range of strategies, including buy-and-hold, short sales, options, and margin transactions, tailoring portfolios to clients’ objectives and risk tolerance.

Deena Jones is a financial advisor at Fogel Capital Management Inc with seven years of industry experience. She holds a Series 65 designation and has worked at Fogel Capital Management since 2018, following roles at Suntrust Bank and Harbor Community Bank. Fogel Capital Management provides investment advisory and portfolio management services to individuals, pension and profit-sharing plans, charitable organizations, corporations, and non-profits. The firm manages approximately $438 million in discretionary assets across about 238 client households and utilizes a combination of fundamental and technical analysis with strategies including buy-and-hold, options trading, short sales, and margin transactions.