• OUR EXPERIENCE

    Angeles Wing

    We work hard to create an environment and culture to attract, develop, and retain amazing talent.

    • Our Culture

      OUR CULTURE

      Culture, we believe, is our "special sauce" that brings us together as a cohesive group of colleagues. Instilled from our senior leaders, we act with integrity and respect for others, and maintain a commitment to diversity and inclusion. We enjoy our work together and share an aligned purpose to serve our clients.

      Angeles firmly believes its greatest assets are its people, and sees value from investing in their professional development. We encourage continuing education, advanced degrees, and the CFA charter in conjunction with opportunities to learn within the organization. In addition, our colleagues are actively involved in community service through volunteer work and service on boards.

    • Our Values

      OUR VALUES

      We pride ourselves on a culture promoting intellectual rigor, operational excellence, and the highest level of service to our clients. Colleagues collaborate, bringing their diverse backgrounds and individual skill sets to achieve efficiency and effectiveness for all we do.

      Our employee ownership, spread across senior leaders, provides an entrepreneurial spirit and collective pride from our efforts that strengthens our team collaboration and sharpens our focus on our clients’ success.

    OUR STAFF

    ALL
    INSTITUTIONAL
    PRIVATE WEALTH

    Investment Officers

    • Michael A. Rosen / Managing Partner & Chief Investment Officer

      MICHAEL A. ROSEN

      Managing Partner & Chief Investment Officer

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    • Howard D. Perlow, CFA / Managing Partner

      HOWARD D. PERLOW, CFA

      Managing Partner

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

      JONATHAN R. FOSTER

      President & CEO of Angeles Wealth

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    • Anna L. McGibbons, CFA / Senior Managing Director & Partner

      ANNA L. MCGIBBONS, CFA

      Senior Managing Director & Partner

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    • Harry S. Grand / Partner & Head of New York Office

      HARRY S. GRAND

      Partner & Head of New York Office

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    • Joshua Rothstein, CFA / Partner

      JOSHUA ROTHSTEIN, CFA

      Partner

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    • David R. Brief, CFA / Senior Managing Director & Partner

      DAVID R. BRIEF, CFA

      Senior Managing Director & Partner

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    • Aaron M. Azelton, CFA / Managing Director & Partner

      AARON M. AZELTON, CFA

      Managing Director & Partner

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    • Sapna Shah, CFA, CAIA / Managing Director

      SAPNA SHAH, CFA, CAIA

      Managing Director

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    • Garry Duncan, CAIA / Managing Director, Head of Client Development

      GARRY DUNCAN, CAIA

      Managing Director, Head of Client Development

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    • Chloe Wohlforth, CFP® / Partner

      CHLOE WOHLFORTH, CFP®

      Partner

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    • Ann E. Deaton, CIMA / Senior Managing Director

      ANN E. DEATON, CIMA

      Senior Managing Director

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    • Morris Clothier / Managing Director

      MORRIS CLOTHIER

      Managing Director

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    • Gary Cloudman / Managing Director & Head of Chicago Office

      GARY CLOUDMAN

      Managing Director & Head of Chicago Office

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    • Marta Ferro / Managing Director

      MARTA FERRO

      Managing Director

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    • Leslie B. Kautz, CFA / Senior Advisor

      LESLIE B. KAUTZ, CFA

      Senior Advisor

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    • Derek Kellman, CFA / Investment Officer

      DEREK KELLMAN, CFA

      Investment Officer

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    Investment Team

    • Michael J. Burlon / Managing Director, Portfolio Strategy and Research

      MICHAEL J. BURLON

      Managing Director, Portfolio Strategy and Research

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    • Derrick Cruz / Head of Private Markets & Partner

      DERRICK CRUZ

      Head of Private Markets & Partner

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    • William Yung, CFA / Director, Private Markets & Partner

      WILLIAM YUNG, CFA

      Director, Private Markets & Partner

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    • Evgenia Raikh / Director, Public Markets & Partner

      EVGENIA RAIKH

      Director, Public Markets & Partner

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    • Krushal Desai / Senior Associate, Public Markets

      KRUSHAL DESAI

      Senior Associate, Public Markets

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    • Patrick Forrest / Senior Associate, Private Markets

      PATRICK FORREST

      Senior Associate, Private Markets

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    • Evelyn Drake, CFA / Associate, Private Markets

      EVELYN DRAKE, CFA

      Associate, Private Markets

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    • Sandy Sy / Senior Analyst, Public Markets

      SANDY SY

      Senior Analyst, Public Markets

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    • Melissa Iglesias / Analyst, Private Markets

      MELISSA IGLESIAS

      Analyst, Private Markets

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    • Kamila Arias / Investment Analyst

      KAMILA ARIAS

      Investment Analyst

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    • Adrienne Tong / Investment Analyst

      ADRIENNE TONG

      Investment Analyst

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    • Hector Santana / Senior Quantitative Investment Analyst

      HECTOR SANTANA

      Senior Quantitative Investment Analyst

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    • Peter Reimer / Associate

      PETER REIMER

      Associate

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    • Adam Su / Associate

      ADAM SU

      Associate

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    • Benjamin Tang / Analyst

      BENJAMIN TANG

      Analyst

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    Operations

    • Stephen T. Smetana / Chief Compliance Officer, Chief Operating Officer & Partner

      STEPHEN T. SMETANA

      Chief Compliance Officer, Chief Operating Officer & Partner

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    • Edward Lowndes / Chief Operating Officer, Chief Compliance Officer

      EDWARD LOWNDES

      Chief Operating Officer, Chief Compliance Officer

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    • Robert Blandi / Associate Director of Fund Accounting and Compliance Operations

      ROBERT BLANDI

      Associate Director of Fund Accounting and Compliance Operations

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    • Sasha Wilson / Director, Client Services

      SASHA WILSON

      Director, Client Services

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    • Gina Cadei / Director, Operations & Partner

      GINA CADEI

      Director, Operations & Partner

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    • Eve Favia / Senior Associate

      EVE FAVIA

      Senior Associate

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    • Heather Hofstetter / Client Service Associate/ Paraplanner

      HEATHER HOFSTETTER

      Client Service Associate/ Paraplanner

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    Reporting

  • SEC/ADV | FORM CRS
  • © 2023 ANGELES INVESTMENT ADVISORS, LLC & ANGELES WEALTH MANAGEMENT, LLC
  • TERMS | PRIVACY
  • COPYRIGHT © 2023
    ANGELES INVESTMENT ADVISORS, LLC
    ANGELES WEALTH MANAGEMENT, LLC