Michael James Vogelzang

Current Employers

Employment History

• 04/2006 → 09/2019
  Boston Advisors, Llc
  Boston, MA
• 10/2019 → Present
  Capfinancial Partners, Llc. (Captrust)
  Raleigh, NC

Previous Registrations

• 2006-06-09 → 2019-10-08
  Boston Advisors, Llc
  Boston, MA
• 1997-10-04 → 2006-06-09
  Boston Advisors, Inc.
  Boston, MA
• 2003-10-17 → 2006-04-05
  Advest, Inc.
  Boston, MA

Other Businesses

1) Name: BA Distribution LLC & Birdsong Capital LLC, Not Investment-Related, Address: private residence, Nature: Holds proceeds of sale of Boston Advisors, Position/Title: Officer, Board Director, Start: 10/01/19, Hours/Month: 5, Hours during Market Hours: 5, Duties: administrative functions (tax returns, K1s, Member distributions, etc) 2)Name: Barnabas Foundation, Investment-Related: Yes. Address: 3801 Eagle Nest Drive, Suite B, Crete, IL 60417-1993. Nature: Barnabas is a nonprofit planned charitable giving organization, Position/Title: Board Director, Start: 09/06/11, Hours/Month: 2, Hours during Market Hours: 2, Duties: Volunteer role as the Chair of the Barnabas Investment Committee that approves changes to Investment Policy, outside manager hiring/termination and the general activities of the Chief Investment Officer. 3) Name: Calvin University, Address: Calvin University, Grand Rapids MI, Investment Related, Nature: University, Position/Title: Advisory Board Member, Start: 05/02/2022, Hours/Month: 1, Hours during Market Hours: 1, Duties: Serving on the Investment Committee of the University

Exams

• S65 Uniform Investment Adviser Law Examination
  1992-01-30
• S63 Uniform Securities Agent State Law Examination
  1992-01-07

Designations