Associate Director & Partner
Gina executes trades for discretionary portfolios and monitors these portfolios for compliance with asset allocation and other guidelines. She prepares and maintains all necessary trade documentation, and assists with the setup of new accounts. Gina also coordinates with the Chief Compliance Officer on SEC compliance issues and helps carry out compliance testing procedures, as well as preparing Angeles’ performance composites in accordance with GIPS standards. Prior to joining Angeles, Gina worked as a personal banker at Bank of America. Gina received a B.A. in Business Administration, cum laude, from the University of San Diego. She spent many semesters on the dean’s list and was a recipient of the President’s scholarship. During her time there, Gina spent a semester studying and living in Madrid, Spain. In her spare time, she enjoys a variety of activities such as traveling, reading, and running.