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 Wealth Team

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    • Market Commentary

      Wei Qi translates as "surrounding game". It is the oldest board game...

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    • Hot As Hell
    • Our Blog

      Hell is hot, as everyone knows. Everyone “knows” this, but there really is ...

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    • Philanthropy in the News

      A hand-picked selection of articles discussing philanthropic giving.

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    • From the Team

      Insights and events from the Angeles Wealth Team

      READ MORE
    • Market Commentary

      Wei Qi translates as "surrounding game". It is the oldest board game...

      VIEW ARCHIVE
    • Hot As Hell

      Our Blog

      Hell is hot, as everyone knows. Everyone “knows” this, but there really is ...

      Read More READ MORE
    • Philanthropy in the News

      A hand-picked selection of articles discussing philanthropic giving.

      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

      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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    • 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 WEALTH ON TWITTER

    @AngelesWealth: Bitcoin Goes Bonkers, and So Does Twitter https://t.co/8gx2If0IXd

    December 15, 2017

    @AngelesWealth: The One Thing You Can Do To Have More Impact Today https://t.co/ho5DTqUlrR

    December 14, 2017

    @AngelesWealth: How Some Charities Are Talking to Donors Now About the Looming Tax Overhaul https://t.co/h0CiGFpRKt

    December 13, 2017

    @AngelesWealth: 5 Charitable Christmas Gifts That Make A Real Difference https://t.co/1SgHCAX0HN

    December 12, 2017