Our Team - Private Wealth & Family Office

Institutional | Private Wealth & Family Office

Private Wealth

• JONAH M. CAVE

  Chief Growth Officer

  Dallas, TX

• MORRIS CLOTHIER

  Managing Director

  New York City, NY

• ANN E. DEATON, CIMA

  Partner

  Houston, TX

• JONATHAN R. FOSTER

  President & CEO of Angeles Wealth

  Santa Monica, CA | New York City, NY

• HARRY S. GRAND

  Partner & Head of New York Office

  New York City, NY

• HEATHER HOFSTETTER, CHFC®, RICP®

  Client Service Associate / Paraplanner

  Houston, TX

• MJ KLEINHANS

  Client Service Associate

  Jupiter, FL

• EDWARD LOWNDES

  Chief Operating Officer, Chief Compliance Officer & Partner

  Santa Monica, CA

• MARC MUSER

  Associate

  New York City, NY

• RICK NOTT, CFA, CFP®, CPWA®

  Managing Director

  Santa Monica, CA

• PETER REIMER

  Senior Associate

  New York City, NY

• CAMERON ROGERS, CFA

  Partner

  New York City, NY

• JOSHUA ROTHSTEIN, CFA

  Partner

  Santa Monica, CA

• BENJAMIN TANG

  Senior Associate

  New York City, NY

• SASHA WILSON

  Director, Client Services

  New York City, NY

• CHLOE WOHLFORTH, CFP®

  Partner

  New York City, NY

• CAROLINE ZIMMER

  Client Service Associate

  Santa Monica, CA

Family Office

• JENNIFER DE GREGORI

  Manager

  New York City, New York

• RONDA LUBIN, CPA

  Chief Financial Officer

  New York City, New York

• JASON OCLARAY

  President

  Santa Monica, CA

• ADAM STERN

  Chief Executive Officer

  Santa Monica, CA