• OUR EXPERIENCE

    Angeles Wing

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

    • Evgenia Raikh - 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.

    • Aaron Azelton - 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 / Chief Investment Officer

      MICHAEL A. ROSEN

      Chief Investment Officer

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    • Howard D. Perlow, CFA / Chief Executive Officer

      HOWARD D. PERLOW, CFA

      Chief Executive Officer

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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 / Head of OCIO & Partner

      DAVID R. BRIEF, CFA

      Head of OCIO & 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 / Senior Managing Director

      SAPNA SHAH, CFA, CAIA

      Senior Managing Director

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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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    • Rick Nott, CFA, CFP®, CPWA® / Managing Director

      RICK NOTT, CFA, CFP®, CPWA®

      Managing Director

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    • Derek Kellman, CFA / Investment Officer

      DEREK KELLMAN, CFA

      Investment Officer

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    • Leslie B. Kautz, CFA / Senior Advisor

      LESLIE B. KAUTZ, CFA

      Senior Advisor

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    Investment Team

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

      MICHAEL J. BURLON

      Managing Director, Portfolio Strategy and Research & Partner

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    • Derrick Cruz / CEO of APIC & Partner

      DERRICK CRUZ

      CEO of APIC & 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, Private Markets & Partner

      EVGENIA RAIKH

      Director, Private Markets & Partner

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    • Krushal Desai / Associate Director, Public Markets

      KRUSHAL DESAI

      Associate Director, Public Markets

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    • Patrick Forrest / Senior Associate, Private Markets

      PATRICK FORREST

      Senior Associate, Private Markets

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    • Mia Weisberg / Senior Associate, Private Markets

      MIA WEISBERG

      Senior Associate, Private Markets

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    • Kristine Albertson / Associate, Private Markets

      KRISTINE ALBERTSON

      Associate, Private Markets

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    • Melissa Iglesias / Senior Analyst, Private Markets

      MELISSA IGLESIAS

      Senior Analyst, Private Markets

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    • Adrienne Tong / Senior Investment Analyst

      ADRIENNE TONG

      Senior Investment Analyst

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    • Jacquline Ruan / Senior Investment Analyst

      JACQULINE RUAN

      Senior Investment Analyst

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    • Hector Santana / Director, Quantitative Research and Strategy

      HECTOR SANTANA

      Director, Quantitative Research and Strategy

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    • Peter Reimer / Associate

      PETER REIMER

      Associate

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    • Benjamin Tang / Associate

      BENJAMIN TANG

      Associate

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    • Marc Muser / Analyst

      MARC MUSER

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

      GARRY DUNCAN, CAIA

      Managing Director, Head of Client Development

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    • Edward Lowndes / Chief Operating Officer, Chief Compliance Officer

      EDWARD LOWNDES

      Chief Operating Officer, Chief Compliance Officer

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    • Gina Cadei / Director, Operations & Partner

      GINA CADEI

      Director, Operations & Partner

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    • Sasha Wilson / Director, Client Services

      SASHA WILSON

      Director, Client Services

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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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    • 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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    • Caroline Zimmer / Client Service Associate

      CAROLINE ZIMMER

      Client Service Associate

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    Reporting

  • SEC/ADV | FORM CRS
  • © 2024 ANGELES INVESTMENT ADVISORS, LLC & ANGELES WEALTH MANAGEMENT, LLC
  • TERMS | PRIVACY
  • COPYRIGHT © 2024
    ANGELES INVESTMENT ADVISORS, LLC
    ANGELES WEALTH MANAGEMENT, LLC