• 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

      Read More
    • Howard D. Perlow / Managing Partner

      HOWARD D. PERLOW

      Managing Partner

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

      JONATHAN R. FOSTER

      President & CEO of Angeles Wealth

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

      ANNA L. MCGIBBONS, CFA

      Senior Managing Director & Partner

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

      HARRY S. GRAND

      Partner & Head of New York Office

      Read More
    • Joshua Rothstein, CFA / Partner

      JOSHUA ROTHSTEIN, CFA

      Partner

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

      DAVID R. BRIEF, CFA

      Senior Managing Director & Partner

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

      AARON M. AZELTON, CFA

      Managing Director & Partner

      Read More
    • Sapna Shah, CFA, CAIA / Managing Director

      SAPNA SHAH, CFA, CAIA

      Managing Director

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

      GARRY DUNCAN, CAIA

      Managing Director, Head of Client Development

      Read More
    • Chloe Wohlforth, CFP® / Managing Director

      CHLOE WOHLFORTH, CFP®

      Managing Director

      Read More
    • Gary Cloudman / Managing Director of Chicago Office

      GARY CLOUDMAN

      Managing Director of Chicago Office

      Read More
    • Marta Ferro / Managing Director

      MARTA FERRO

      Managing Director

      Read More
    • Leslie B. Kautz, CFA / Senior Advisor

      LESLIE B. KAUTZ, CFA

      Senior Advisor

      Read More
    • Derek Kellman, CFA / Investment Officer

      DEREK KELLMAN, CFA

      Investment Officer

      Read More
    • Marianna Fazylova, CAIA / Investment Officer

      MARIANNA FAZYLOVA, CAIA

      Investment Officer

      Read More

    Investment Team

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

      MICHAEL J. BURLON

      Managing Director, Public Markets & Partner

      Read More
    • Derrick Cruz / Head of Private Markets & Partner

      DERRICK CRUZ

      Head of Private Markets & Partner

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

      WILLIAM YUNG, CFA

      Director, Private Markets & Partner

      Read More
    • Evgenia Raikh / Director, Public Markets & Partner

      EVGENIA RAIKH

      Director, Public Markets & Partner

      Read More
    • Krushal Desai / Senior Associate, Public Markets

      KRUSHAL DESAI

      Senior Associate, Public Markets

      Read More
    • Patrick Forrest / Associate, Private Markets

      PATRICK FORREST

      Associate, Private Markets

      Read More
    • Sandy Sy / Senior Analyst, Public Markets

      SANDY SY

      Senior Analyst, Public Markets

      Read More
    • Melissa Iglesias / Analyst, Private Markets

      MELISSA IGLESIAS

      Analyst, Private Markets

      Read More
    • Kamila Arias / Investment Analyst

      KAMILA ARIAS

      Investment Analyst

      Read More
    • Hector Santana / Quantitative Investment Analyst

      HECTOR SANTANA

      Quantitative Investment Analyst

      Read More
    • Peter Reimer / Associate

      PETER REIMER

      Associate

      Read More
    • Adam Su / Associate

      ADAM SU

      Associate

      Read More

    Operations

    • Stephen T. Smetana / Chief Compliance Officer & Partner

      STEPHEN T. SMETANA

      Chief Compliance Officer & Partner

      Read More
    • Sasha Wilson / Director, Client Services

      SASHA WILSON

      Director, Client Services

      Read More
    • Gina Cadei / Director, Operations & Partner

      GINA CADEI

      Director, Operations & Partner

      Read More
    • Grace Elzerman / Associate Director of Fund Accounting & Compliance

      GRACE ELZERMAN

      Associate Director of Fund Accounting & Compliance

      Read More
    • Mitch Dougherty / Operations Associate

      MITCH DOUGHERTY

      Operations Associate

      Read More

    Reporting

  • SEC/ADV | FORM CRS
  • © 2022 ANGELES INVESTMENT ADVISORS, LLC & ANGELES WEALTH MANAGEMENT, LLC
  • TERMS | PRIVACY
  • COPYRIGHT © 2022
    ANGELES INVESTMENT ADVISORS, LLC
    ANGELES WEALTH MANAGEMENT, LLC