Advisors at this firm
Blaise H
Series 63, Series 65
Stuart, FL
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 W
Series 65
Stuart, FL
Fogel Capital Management Inc
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.
Maxwell F
Series 63, Series 65
Stuart, FL
Fogel Capital Management Inc
Maxwell Fogel is a financial advisor at Fogel Capital Management Inc with Series 63 and Series 65 credentials and four years of industry experience. He has worked at MAGV Securities, Inc., Canaccord Genuity, HVA, and Maxim Group. Outside of his advisory work, he serves as a senior analyst advising on M&A transactions for 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 employs a combination of fundamental and technical analysis and uses a range of strategies including buy-and-hold, short sales, options, and margin transactions to tailor portfolios according to client objectives and risk tolerance.
Nicholas S
Series 65
Stuart, FL
Fogel Capital Management Inc
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 F
Series 63
Stuart, FL
Fogel Capital Management Inc
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 J
Series 65
Stuart, FL
Fogel Capital Management Inc
Deena Jones is a financial advisor at Fogel Capital Management Inc with six years of industry experience. She holds a Series 65 designation and has worked at Fogel Capital Management since 2018. Prior to that, she held positions at Suntrust Bank, Harbor Community Bank, and Advanced Auto Parts. 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 both fundamental and technical analysis and offers a range of strategies tailored to client objectives, including the use of borrowing, options, and short sales.