• 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 / Managing Partner

      HOWARD D. PERLOW

      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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    • Shana Barghouti / Senior Managing Director & Partner

      SHANA BARGHOUTI

      Senior Managing Director & Partner

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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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    • David R. Brief, CFA / Senior Managing Director

      DAVID R. BRIEF, CFA

      Senior Managing Director

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

      AARON M. AZELTON, CFA

      Managing Director & Partner

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    • Chloe Wohlforth, CFP® / Managing Director

      CHLOE WOHLFORTH, CFP®

      Managing Director

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    • Marta Gazzera Ferro / Managing Director

      MARTA GAZZERA FERRO

      Managing Director

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    • Leslie B. Kautz, CFA / Senior Advisor

      LESLIE B. KAUTZ, CFA

      Senior Advisor

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    • Chaunice A. Wilks, CAIA / Director, Investor Relations and Marketing

      CHAUNICE A. WILKS, CAIA

      Director, Investor Relations and Marketing

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    • Derek Kellman, CFA / Investment Associate

      DEREK KELLMAN, CFA

      Investment Associate

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    Research

    • Michael J. Burlon / Managing Director, Public Markets & Partner

      MICHAEL J. BURLON

      Managing Director, Public Markets & Partner

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    • Derrick Cruz / Managing Director, Private Markets & Partner

      DERRICK CRUZ

      Managing Director, 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 / Associate Director, Public Markets

      EVGENIA RAIKH

      Associate Director, Public Markets

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    • Krushal Desai / Senior Associate, Public Markets

      KRUSHAL DESAI

      Senior Associate, Public Markets

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    • Patrick Forrest / Associate, Private Markets

      PATRICK FORREST

      Associate, Private Markets

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    • Sandy Sy / Analyst, Public Markets

      SANDY SY

      Analyst, Public Markets

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    • Hunter Kelley / Quantitative Investment Analyst

      HUNTER KELLEY

      Quantitative Investment Analyst

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    • Kamila Arias / Investment Analyst

      KAMILA ARIAS

      Investment Analyst

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    • Adam Su / Analyst

      ADAM SU

      Analyst

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    Operations

    • Stephen T. Smetana / Chief Compliance Officer & Partner

      STEPHEN T. SMETANA

      Chief Compliance Officer & Partner

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    • Nick Shaver / Compliance Officer

      NICK SHAVER

      Compliance Officer

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    • Sasha Wilson / Director, Client Services

      SASHA WILSON

      Director, Client Services

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    • Gina Cadei / Associate Director & Partner

      GINA CADEI

      Associate Director & Partner

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    Reporting

  • SEC/ADV | FORM CRS
  • © 2021 ANGELES INVESTMENT ADVISORS, LLC & ANGELES WEALTH MANAGEMENT, LLC
  • TERMS | PRIVACY
  • COPYRIGHT © 2021
    ANGELES INVESTMENT ADVISORS, LLC
    ANGELES WEALTH MANAGEMENT, LLC