Profile
Ralph Alan Fogel currently works at Fogel Neale Partners LLC, as Chief Executive Officer and Fogel Neale Wealth Management LLC, as CEO & Head of Investment Strategy from 2018.
Mr. Fogel also formerly worked at Spear, Leeds & Kellogg Specialists LLC, as Managing Director and US Department of the Navy (District of Columbia), as Principal.
Mr. Fogel received his undergraduate degree from The City College of New York.
Ralph Fogel active positions
| Companies | Position | Start |
|---|---|---|
Fogel Neale Wealth Management LLC
Fogel Neale Wealth Management LLC Investment ManagersFinance FNWM creates a customized investment management plan, with specific expectations for asset growth. Their portfolio management strategies focus on preserving and growing capital while rigorously monitoring risk. To accomplish client goals, the firm uses a core and satellite strategy. The core portfolio is comprised of stocks, ETFs, mutual funds, bonds and cash, which are optimized and rebalanced regularly. The satellites are individually-run portfolios focused on specific asset classes expected to deliver above-average returns in the short and medium term. | Chief Executive Officer | - |
Fogel Neale Partners LLC
Fogel Neale Partners LLC Investment ManagersFinance Provides investment advice | Chief Executive Officer | - |
Former positions of Ralph Fogel
| Companies | Position | End |
|---|---|---|
US Department of the Navy (District of Columbia)
US Department of the Navy (District of Columbia) SovereignGovernment Naval service branch of the government | Corporate Officer/Principal | - |
Spear, Leeds & Kellogg Specialists LLC
Spear, Leeds & Kellogg Specialists LLC Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | - |
Training of Ralph Fogel
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 5 |
|---|---|
Fogel Neale Partners LLC
Fogel Neale Partners LLC Investment ManagersFinance Provides investment advice | Finance |
Spear, Leeds & Kellogg Specialists LLC
Spear, Leeds & Kellogg Specialists LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
US Department of the Navy (District of Columbia)
US Department of the Navy (District of Columbia) SovereignGovernment Naval service branch of the government | Government |
Fogel Neale Wealth Management LLC
Fogel Neale Wealth Management LLC Investment ManagersFinance FNWM creates a customized investment management plan, with specific expectations for asset growth. Their portfolio management strategies focus on preserving and growing capital while rigorously monitoring risk. To accomplish client goals, the firm uses a core and satellite strategy. The core portfolio is comprised of stocks, ETFs, mutual funds, bonds and cash, which are optimized and rebalanced regularly. The satellites are individually-run portfolios focused on specific asset classes expected to deliver above-average returns in the short and medium term. | Finance |
The City College of New York
The City College of New York Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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