OUR MISSION

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

Our Insights

  • Blog

    Hope and Reality

    Why is everyone so happy? Well, maybe not everyone, but a lot of people are as optimistic as they’ve been in a long while. Start by looking at consumer confidence, as collated by the Conference Board ...

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  • Market Commentary

    Finland Station

    01/25/17  

    After three years of war, and really, three centuries of Romanov repression, the Russian people had reached their breaking point. The Tsar’s army suffered defeat after defeat...

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  • Blog

    Hope and Reality

    Why is everyone so happy? Well, maybe not everyone, but a lot of people are as optimistic as they’ve been in a long while. Start by looking at consumer confidence, as collated by the Conference Board ...

    READ MORE
  • Market Commentary

    WHERE WE ARE NOW

    The market action over the last 12 months is getting hard to take. The S&P 500 Index hit an all-time high of 2,131 on ...

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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.

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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

    Vice President

    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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  • 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 one of the founding partners of Angeles Investment Advisors in 2001, and of Asset Strategy Consulting in 1991.

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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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    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

Philanthropic Families

Strategic Philanthropy allows families to meet financial, tax, and charitable goals in concert, allowing each to complement and elevate the others.

  • FAMILY LEGACY

    For many families of wealth, a commitment to philanthropy is a core part of their legacy. Wealth is more than just about passing financial assets to future generations, it’s also about passing important values from generation to generation through giving back to society and community.

    BRING GENERATIONS TOGETHER

    UNIQUE FINANCIAL VEHICLES