Manchester Capital Management LLC

Susan Sofronas is a financial advisor at Manchester Capital Management LLC with three years of industry experience. She holds Series 63 and Series 65 licenses and has been affiliated with Geller Advisors LLC since 2010. Outside of her advisory role, she serves on the Board of Directors for Element Solutions Inc., a specialty chemicals company, where she contributes to strategic oversight. Manchester Capital Management provides advisory services to individuals, families, family offices, pension plans, trusts, and charitable organizations. The firm offers discretionary portfolio management and family office services, employing a strategic asset allocation process and managing private equity and venture capital pooled investment vehicles.

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.

Avery Harbour is a financial advisor at Manchester Capital Management LLC in Montecito, CA, holding a Series 65 designation. Avery joined Manchester Capital Management in 2024 and has prior experience working with the United States Senate and in hospitality roles at the Ritz Carlton and El Encanto. Manchester Capital Management provides wealth-management services to high-net-worth individuals, families, family offices, trusts, and foundations, employing an asset-allocation approach primarily through third-party managers and pooled investment vehicles. The firm offers discretionary portfolio management, private fund management, and family office CFO services, among other consulting and advisory offerings.

Alexander Puziol is a financial advisor at Manchester Capital Management LLC with one year of industry experience. He holds the Series 65 designation and previously worked at PwC for nine years. Manchester Capital Management provides advisory services to individuals, high-net-worth families, family offices, pension 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, focusing on strategic asset allocation and ongoing portfolio monitoring.

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.

Philip Kirshman is a CFP® and CFA® with 31 years of industry experience. He is currently with Manchester Capital Management LLC and previously worked at Syntrinsic Investment Counsel, Cornerstone Capital Inc, Impact Metropolis, and Strategic Marketing Solutions Ltd. Since 2016, he has served as a volunteer Director on the Board of Calvert Impact Capital, participating in governance and chairing the pension committee. Manchester Capital Management provides advisory services to individuals, families, family offices, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm focuses on discretionary portfolio management, family office services, private real estate acquisition, and manages multiple private limited partnerships, emphasizing strategic asset allocation and active oversight of third-party managers.

Cory Boggs is a CFA® charterholder and holds a Series 66 license, with 10 years of industry experience. He has been with Manchester Capital Management LLC since 2017, following a brief tenure at City National Bank. Manchester Capital Management LLC provides advisory services to individuals, high-net-worth families, family offices, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a strategic asset allocation approach across various asset classes and manages multiple pooled investment vehicles, including private equity and venture capital funds.

Frederick Hinkley is a financial advisor at Manchester Capital Management LLC with six years of industry experience. He holds a Series 65 designation and has worked at Manchester Capital since 2017, following prior roles at Alta Core Consulting LLC and Netplus Capital LLC. 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’s investment approach centers on written Investment Policy Statements and strategic asset allocation, offering discretionary portfolio management, family office services, private real estate acquisition, and management, as well as managing private limited partnerships across various investment sectors.

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.

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.

Maria Bolanos Wong is a financial advisor at Manchester Capital Management LLC with three years of industry experience. She holds a Series 65 designation and has worked at Manchester Capital Management since 2021. Her prior experience includes roles at Transparent.ly, Nomura Securities, and the University of Virginia. Manchester Capital Management provides advisory services to individuals, families, family offices, pension 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 with a focus on strategic asset allocation and ongoing portfolio oversight.

Miroslava Martinez is a financial advisor at Manchester Capital Management LLC with one year of industry experience. She holds a Series 65 designation and has prior work experience at Merrill and Bank of America. Manchester Capital Management provides advisory services to individuals, families, family offices, pension and profit-sharing plans, trusts, estates, charitable organizations, and related entities. The firm offers 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.

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.