Managing Principal

  • Bucknell University, B.S., B.A., 1973 (Cum Laude)
  • Duke University, M.B.A., 1976

Mr. Vogel joined Montag & Caldwell in 1988 as a portfolio manager and research analyst.  He currently serves as Managing Principal and previously served as Chief Executive Officer (from 2006 to 2018) and President (from July 1, 2009 to March 31, 2017).  Mr. Vogel entered banking upon receiving his M.B.A. at Duke University, and he served as a commercial loan officer with First Union National Bank in Charlotte and Winston-Salem, North Carolina. In 1981, he changed careers and worked as a securities analyst and portfolio manager for seven years in the Trust Investment Department of Wachovia Bank & Trust Co. in Winston-Salem. After serving as the Chairman of the Investment Committee of the North Georgia United Methodist Foundation for ten years, Mr. Vogel remains a member of that Committee. He is the Chairman of the Onnie Mae Spruill Foundation and serves on the Investment Committee of Global Health Action, Inc. He is the Treasurer of the Grant Park Health Clinic and The Empty Stocking Fund, and is a board member of the United Methodist Higher Education Foundation.  Mr. Vogel is a long time member of both the Board of Visitors of the Fuqua School of Business at Duke University and the Rotary Club of Atlanta.  His professional affiliations include the CFA Institute and the CFA Society Atlanta.


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