OUR MISSION

To provide extraordinary private clients with the comprehensive wealth advice they require and the investment solutions they deserve.

  • Our Insights

    • From the Team

      Insights and events from the Angeles Team.

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    • Market Commentary

      Herodotus tells of the travels of Solon, the great Athenian lawgiver..

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    • Updating the Triangle

    • Our Blog

      Last year, I introduced my big picture framework of assessing the relative ...

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    • Philanthropy

      Strategic Philanthropy allows families to meet charitable goals

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    • From the Team

      Insights and events from the Angeles Wealth Team.

      READ MORE

    • Market Commentary

      Herodotus tells of the travels of Solon, the great Athenian lawgiver..

      VIEW ARCHIVE
    • Updating the Triangle

      Our Blog

      Last year, I introduced my big picture framework of assessing the relative ...

      Read More READ MORE

    • Philanthropy

      Strategic Philanthropy allows families to meet charitable goals

      VIEW ARCHIVE

    ABOUT AWM

    • OVERVIEW

      Angeles Wealth Management, LLC was founded to provide wealthy individuals and families with investment advice generally available to large institutional investors.

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    • SERVICE TO CLIENTS

      Our professionals strive to act in the best interests of our clients at all times.

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    • CULTURE

      A culture of service and performance, not sales and marketing.

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    Leadership Team

    The senior professionals at Angeles have been advising clients for an average of 20 years. We possess long 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.

    Angeles Wealth Management

    • Jonathan R. Foster

      President & CEO

      Jonathan is responsible for all aspects of the operations of Angeles Wealth Management.

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    • Joshua Rothstein, CFA

      Partner

      Josh works directly with clients, and is also a member of the portfolio management team.

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    • Alan Adelman

      Senior Managing Director

      Alan Adelman is the Senior Managing Director at Angeles Wealth Management.

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    • Marta Gazzera Ferro

      Senior Managing Director

      In addition to her role as Senior Managing Director – Philanthropy Services, Marta is the founder and President of Starfish Impact Inc.

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    • Mark Shone, CFP

      Senior Managing Director

      Mark is responsible for all aspects of financial planning at Angeles Wealth as well as working directly with clients as a wealth manager.

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    • Leslie B. Kautz, CFA

      Principal, AIA

      Leslie was a founder of Angeles Investment Advisors in 2001 and of Asset Strategy Consulting in 1991.

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    • Howard D. Perlow, CFA

      Principal, AIA

      Howard is a Managing Partner of Angeles Investment Advisors. He co-founded the firm with Leslie and Michael in 2001.

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    • Michael A. Rosen

      Principal & Chief Investment Officer, AIA

      Michael has 30 years experience as an institutional portfolio manager, investment strategist, and...

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    • Shana Mulkerin

      Managing Director & Partner, AIA

      Shana joined Angeles Investment Advisors in 2005 and is a partner of the firm.

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    • Stephen T. Smetana

      Director of Funds Management, Chief Compliance Officer & Partner, AIA

      Steve joined AIA in 2008 as the Director of Funds Management and CCO.

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  • ABOUT AWM

    • OVERVIEW

      Angeles Wealth Management, LLC was founded to provide wealthy individuals and families with investment advice generally available to large institutional investors.

      READ MORE

    • SERVICE TO CLIENTS

      Our professionals strive to act in the best interests of our clients at all times.

      READ MORE

    • CULTURE

      A culture of service and performance, not sales and marketing.

      READ MORE

    •  

      Angeles Wealth leverages the talents of our experienced private client professionals and of our parent company, Angeles Investment Advisors (AIA). Our relationship with AIA affords our professionals full access to AIA's proprietary investment solutions, designed to satisfy demanding, sophisticated institutional investors facing complex issues.

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      Angeles Wealth seeks to provide value both by asset allocation and manager selection. Our team has decades of experience in both these critical activities. Focus on where, what and when to invest and then concentrate on optimal delivery and execution.

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      Angeles Wealth is a committed global investor. Today’s interconnected world requires global investment exposure. More than three-quarters of the world economy is outside the US, a percentage that has been growing steadily and could continue for decades. We believe successful investing requires a global perspective.

    INVESTMENT PROCESS

    ANGELES ON TWITTER

    @AngelesCIO: Updating the Triangle - https://t.co/BfYkSuqmht https://t.co/lCm5vUkkbp

    January 03, 2018

    @AngelesCIO: (Not) Recommended Reading - https://t.co/fwjiejwLLG https://t.co/dbA2PDlJze

    December 20, 2017

    @AngelesCIO: Hot As Hell - https://t.co/3dVvX4KrJy https://t.co/oNF9rg8HUw

    November 16, 2017

    @AngelesCIO: It's About Time - https://t.co/R134CClKfe https://t.co/6iu2LeHcu7

    September 22, 2017