• OUR WORK WITH CLIENTS

    Angeles Wing

    Our clients’ success drives our success. We strive to work with clients, bringing skills, insights, and resources, in ways that advance their mission and meet their objectives. Our focus is not on our growth, but instead we prefer measured organic growth resulting from client referrals and our reputation.

    Our Work with Clients Our Work with Clients
    There are four key tenets which underlie how we work together.
    • Service Culture

      SERVICE CULTURE

      Our clients are at the heart of all we do. We take great satisfaction in seeing the realization of their investment and philanthropic goals. Our leadership team and deep resources come together to deliver superior solutions for our clients. Being a true independent wealth manager, owned solely by its employees, we control our destiny.

    • Fiduciary First

      FIDUCIARY FIRST

      Our professionals strive to act in the best interests of our clients at all times. The Investment Advisers Act of 1940 requires advisors;

      " …to act in the best interest of the customer without regard to the financial or other interest of the…investment advisor providing the advice." - Section 211 (g)(1)

      This language, commonly known as the "Fiduciary Rule," is the guiding principle in our code of conduct.

    • Focused Listening

      FOCUSED LISTENING

      In building a collaborative partnership, custom investment program and philanthropic strategy, we start by listening to our client. It is important for us to understand their history, preferences and constraints, and future aspirations. Only then do we find it appropriate to bring our expertise and insights, in a collaborative fashion, to craft the way forward.

    • Tenured Experience

      TENURED EXPERIENCE

      We bring decades of experience working with wealthy families and the multitude of issues that come with inter-generational wealth. Our professionals work closely with clients to ensure that long-term wealth goals are defined and a strategy is put in place to reasonably achieve them. The senior professionals at Angeles and Angeles Wealth have been advising clients for an average of 20 years.

    Private Wealth - Our Work With Clients Private Wealth - Our Work With Clients

    OUR TEAM IS LED BY EXPERIENCED INVESTMENT PROFESSIONALS

    Investment Officers

    • Jonathan R. Foster / President & CEO of Angeles Wealth

      JONATHAN R. FOSTER

      President & CEO of Angeles Wealth

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    • Joshua Rothstein, CFA / Partner

      JOSHUA ROTHSTEIN, CFA

      Partner

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    • Harry S. Grand / Senior Managing Director & Head of New York Office

      HARRY S. GRAND

      Senior Managing Director & Head of New York Office

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    • Chloe Wohlforth, CFP® / Managing Director

      CHLOE WOHLFORTH, CFP®

      Managing Director

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    • Marta Gazzera Ferro / Senior Managing Director

      MARTA GAZZERA FERRO

      Senior Managing Director

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    • Mark Shone, CFP® / Senior Managing Director

      MARK SHONE, CFP®

      Senior Managing Director

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    Research

    Operations

    • Stephen T. Smetana / Chief Compliance Officer & Partner

      STEPHEN T. SMETANA

      Chief Compliance Officer & Partner

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    • Gina Cadei / Associate Director & Partner

      GINA CADEI

      Associate Director & Partner

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  • COPYRIGHT © 2019
    ANGELES INVESTMENT ADVISORS, LLC
    ANGELES WEALTH MANAGEMENT, LLC