Mr. Vogel has been working on Wall Street for more than 20 years. He is recognized as a leading financial analyst with experience at both large investment banks and boutique investment firms. He has been a regular guest on financial television including CNBC and CNN and has been frequently mentioned in the business press including The Wall Street Journal, Business Week, Forbes and other national financial publications. In 2000, Mr. Vogel was ranked in The Wall Street Journal’s "Best on the Street" analyst survey for his coverage of the software industry. Mr. Vogel is a portfolio manager at GKV Capital Management. A registered investment advisory firm with offices in Westlake Village and Walnut Creek, California, GKV Capital manages approximately $175 million in assets with investments in equities, fixed income and real estate. Prior to joining GKV Capital, Mr. Vogel was a Managing Director and Senior Research Analyst in the Technology Group at Banc of America Securities LLC covering the software industry. His coverage included Microsoft, Adobe Systems, Oracle, BEA Systems, and Macromedia. Mr. Vogel started at Montgomery Securities in 1994 when the firm was a small San Francisco based boutique investment bank. In 1999 the firm was acquired by NationsBank and became Banc of America Securities after the subsequent acquisition of Bank of America. Prior to joining Montgomery, Mr. Vogel developed trading software, database applications and managed network systems for Paine Webber, Merrill Lynch and boutique financial organizations.
Thirty years of salt mine experience as an institutional investment advisor, both on the Buy and Sell side. A graduate of Columbia Business School (MBA) and Chimie Paris Tech (MSChe), I started my Wall Street career with Brown Brothers Harriman & co, went West with Montgomery Securities and then founded my own advisory firm Capital Max in 1998, named after my first son. I could rename it "Max Brothers" but I am told to hold back. In 2009, with a second edition in 2011, I published my first adult book, titled "Anatomy of the Meltdown - 1998-2008. The Worst Decade in Stock Investing, or Was It?". Let me be clear: "Anatomy" has nothing to do with Sports Illustrated, except when the tide goes out. This is serious stuff, you know - that's why they call us "The Other Street".