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![Greenland Rhetoric 'a yawn' for Markets, Says Advisor]()
21 Jan, 2026Greenland Rhetoric 'a yawn' for Markets, Says Advisor
"Regardless of the outcome of this particular spat, it should be clear the world has moved from a rules-based order to one governed by pure power, a positive-sum economic order to a zero-sum, or negative-sum, world," said Michael Rosen.
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![Geopolitical and Tariff Risk Back with a Bang for Markets]()
21 Jan, 2026Geopolitical and Tariff Risk Back with a Bang for Markets
"At the margin, I think it makes sense to diversify assets outside the U.S., but I wouldn't give up on the U.S. at all, given the very strong profitability of U.S. companies," said Michael Rosen, chief investment officer at Angeles Investments.
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![Angeles Wealth Management Acquires XO Capital, Launches Angeles Family Office]()
13 Jan, 2026Angeles Wealth Management Acquires XO Capital, Launches Angeles Family Office
AWM today announced the acquisition of XO Capital, a boutique firm that offers comprehensive family office and investment management services. This acquisition marks the launch of Angeles Wealth's family office affiliate, Angeles Family Office.
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![Angeles CIO Michael Rosen on Bloomberg Surveillance Radio]()
7 Jan, 2026Angeles CIO Michael Rosen on Bloomberg Surveillance Radio
Our CIO Michael Rosen joined Bloomberg Surveillance Radio this week to discuss the investment implications of an increasingly unbalanced geopolitical landscape. Using Venezuela as a recent reminder of how quickly regional instability can spread.
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![Is Venezuela Just the Start? What Financial Advisors Are Telling Clients.]()
7 Jan, 2026Is Venezuela Just the Start? What Financial Advisors Are Telling Clients.
"What I'm telling clients is welcome to the new world disorder... In terms of investment implications, I think the changing environment argues for as wide a diversification of a portfolio as one can tolerate," said Michael Rosen, CIO of Angeles.
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![As States Like Texas Bet on Bitcoin, Most Pensions Still Aren't Playing]()
16 Dec, 2025As States Like Texas Bet on Bitcoin, Most Pensions Still Aren't Playing
While proponents of crypto investing argue for digital currencies as a store of value, Angeles CIO Michael Rosen remains skeptical. "It's possible they will become so in the future, but their excessive volatility means they are not there yet."
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![Angeles Wealth Management Appoints Jonah Cave as Chief Growth Officer]()
24 Nov, 2025Angeles Wealth Management Appoints Jonah Cave as Chief Growth Officer
With a 30-year career spanning capital markets, private investments, family office and wealth management, Jonah brings a deep understanding of how sophisticated families think about wealth and how to engage and serve them at the highest level.
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![Financial Advisors Share the Toughest Conversations They Have Had With Clients]()
12 Nov, 2025Financial Advisors Share the Toughest Conversations They Have Had With Clients
Tough conversations are part of guiding our families through their wealth and helping define their legacy. As Jonathan Foster, president and CEO of Angeles Wealth, shared with Steve Garmhausen, navigating them isnt always easy, but its essential.
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![Top Financial Professionals in the US | Hot List]()
11 Nov, 2025Top Financial Professionals in the US | Hot List
Chloe Wohlforth, Cameron Rogers and Rick Nott of AWM have been recognized on the 2025 InvestmentNews Hot List. AWM did not pay to be included in the 2025 InvestmentNews Hot List. Third-party rankings are not indicative of future performance.
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![Angeles Wealth Becomes First Tenant of The Rolex Building, Rolex's New U.S. HQ]()
31 Oct, 2025Angeles Wealth Becomes First Tenant of The Rolex Building, Rolex's New U.S. HQ
AWM will become the first tenant of The Rolex Building, the legendary brand's new U.S. headquarters at 665 Fifth Avenue in Midtown Manhattan, opening in 2026. Designed by Pritzker Prize-winning architect Sir David Chipperfield.
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![Dow Gives Up Gains After Powell Signals Fed May Not Cut Again This Year]()
29 Oct, 2025Dow Gives Up Gains After Powell Signals Fed May Not Cut Again This Year
"Powell is reflecting the tension on the Fed between those who favor more aggressive easing and those who are concerned that inflation remains too high, even as the labor market weakens," said Michael Rosen, CIO at Angeles.
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![AI in Higher Education, Trumps Tariffs Hit Lesotho, Unicorns Avoiding IPOs]()
24 Oct, 2025AI in Higher Education, Trumps Tariffs Hit Lesotho, Unicorns Avoiding IPOs
Last week, Angeles Wealth Management's president and CEO Jonathan Foster joined Bloomberg to discuss why companies are staying private for longer, extending from an average of 7 years to nearly 11.
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![Next-gen Advisors See 'Empathy' as an Advantage Over the Next Decade]()
24 Oct, 2025Next-gen Advisors See 'Empathy' as an Advantage Over the Next Decade
Cameron Rogers, partner at Angeles Wealth Management, recently shared next-gen advisors bring a unique credibility to their work. She adds that leading with empathy has become the "new alpha" for next-gen clients.
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![Investors React to Trump's Massive Increase in China Tariffs?]()
10 Oct, 2025Investors React to Trump's Massive Increase in China Tariffs?
Michael Rosen, CIO of Angeles - "The actual tariff rate has been significantly below what was feared, & companies are adjusting to this new era in trade policy. We should expect to see markets back on track after this momentary bout of volatility."
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![Giorgio Armani's Will Contains Surprises Regarding His Fashion Empire]()
22 Sep, 2025Giorgio Armani's Will Contains Surprises Regarding His Fashion Empire
Angeles Wealth"s managing director, Rick Nott, provided an analysis on what high-profile estates like this can teach about crafting estate plans to family needs.
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![Analysts React After Fed Cuts Interest Rates by Quarter of a Percentage Point]()
17 Sep, 2025Analysts React After Fed Cuts Interest Rates by Quarter of a Percentage Point
"The Fed also raised its inflation forecast, highlighting the delicate balance between setting monetary policy to offset a weaker labor market versus bringing inflation lower," said Angeles CIO, Michael Rosen.
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![Managers Step Up Team Collaboration to Tackle Consultants]()
11 Sep, 2025Managers Step Up Team Collaboration to Tackle Consultants
Michael Rosen, CIO and co-founder of Angeles Investments, told FundFire that his firm ultimately wants access to investment decision-makers and to build relationships throughout an organization.
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![Rethinking the Family Office: Is it Always Worth It?]()
5 Sep, 2025Rethinking the Family Office: Is it Always Worth It?
Angeles Wealth's President and CEO Jonathan Foster recently shared his perspective with Marcus Baram on the prestige of a family office, and the realities of its operating costs.
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![Investing for Accountability: How to Frame a Values-Driven Conversation]()
29 Aug, 2025Investing for Accountability: How to Frame a Values-Driven Conversation
By leading with curiosity and translating client values into personalized investment strategies, Cameron Rogers, partner at Angeles Wealth, shows how advisors can approach the conversation with clarity and confidence.
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![Cameron Rogers: Mixing Business and Pleasure to Succeed]()
14 Aug, 2025Cameron Rogers: Mixing Business and Pleasure to Succeed
In a recent Barron's Advisor Q&A with Steve Garmhausen, Cameron Rogers, partner at Angeles Wealth Management, shares how authenticity, generosity and shared experiences are central to building lasting client relationships.
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![Lemonade Stand to Leadership: Cameron Rogers on Redefining Wealth Management]()
13 Aug, 2025Lemonade Stand to Leadership: Cameron Rogers on Redefining Wealth Management
From lemonade stand profits at age eight to becoming a partner at Angeles Wealth Management, Cameron Rogers' journey is a testament to curiosity, technical expertise, and the power of relationships.
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![Harvard's Endowment Could Shrink 40% by 2040: Report]()
7 Aug, 2025Harvard's Endowment Could Shrink 40% by 2040: Report
"Increasing returns come with a variety of risks, and that could just be public equity risk, which is short term volatility," Rosen said. "Or it could be illiquid risk, moving more into private equity, for example, to get higher returns, but..."
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![Angeles Investments Earns B Corporation Recertification]()
5 Aug, 2025Angeles Investments Earns B Corporation Recertification
Angeles Investments is proud to announce that it has been recertified as a B Corporation (B Corp) by B Lab, the nonprofit organization that administers the certification.
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![Wall Street Wants to Make Private Markets a Little More Public]()
19 Jul, 2025Wall Street Wants to Make Private Markets a Little More Public
Angeles Wealth Management's CEO, Jonathan Foster, fears that broadening access to private markets opens the door for highly speculative derivative securities that play into retail investors' worst impulses.
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