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.
Jonathan is responsible for all aspects of the operations of Angeles Wealth Management. Jonathan has over 25 years of experience in wealth management as both a client advisor, and in senior management positions.
Prior to co-founding Angeles Wealth, Jonathan was President of two related companies, Carson Wealth Management Group, one of the nation’s premier full-service wealth management firms, and Peak Advisor Alliance, the largest independent coaching and consulting service focused on financial advisors. Jonathan is also the former Head of Wealth Management for ETrade Financial, and CEO of Howard Capital Management.
Jonathan received an MBA in Finance from Northeastern University, and is a member of the Beta Gamma Sigma International Honor Society. He received his BA in Political Science from the University of Pennsylvania, where he was captain of the varsity squash team and an All-American.
Josh joined Angeles Wealth Management in 2014 as Vice President. He works directly with clients, and is also a member of the portfolio management team.
Prior to joining Angeles Wealth, Josh was a Vice President for Guggenheim Partners in New York City and a Portfolio Manager for Guggenheim Investment Advisors. He joined Guggenheim in 2006 and was responsible for initial portfolio construction and ongoing portfolio management for certain members of Guggenheim’s family wealth clientele. At Guggenheim, Josh performed client asset allocation modeling, portfolio rebalancing, and performance evaluation. Josh holds a Bachelor’s of Science in Management in Finance from Tulane University. He is a Chartered Financial Analyst® Charterholder and a member of the CFA Society of Los Angeles.
Alan Adelman is the senior managing director at Angeles Wealth Management, where he focuses on providing institutional-quality chief investment officer and fiduciary advice to affluent individuals, families, trusts and family foundations.
Alan is a 30-year veteran of the investment management and trust industry with over 20 years in senior leadership roles for global financial leaders including chief investment officer for First Interstate Bank of California, First Union Bank and Wells Fargo Offshore Trust Company. Separately Alan served as chief investment strategist for Wells Fargo’s private client group.
Alan joins Angeles from investment boutique Cinque Partners LLC, a registered investment advisor specializing in hedged equity strategies, where he was a co-founder, managing partner and chief investment officer. Cinque managed pooled investment vehicles and separate accounts for sophisticated institutional investors.
Alan is dedicated to community service leadership. He is on the board of directors for Heart of Los Angeles (Chairman Audit Committee), on the board of visitors for the UCLA David Geffen Medical School and former board member of Jewish Vocational Services of Los Angeles.
In addition to her role as Senior Managing Director – Philanthropy Services, Marta is the founder and President of Starfish Impact Inc., a consulting firm specializing in family philanthropic advisory services, corporate social responsibility and nonprofit management consulting. Marta and her Starfish Impact team work with Angeles Wealth to provide operational and strategic advisory services to our Philanthropic Families. Starfish Impact makes a difference in the greater community by providing strategic investment consulting services to grantmaking private and corporate foundations, strategic planning and development consulting services to nonprofits, and social impact advisory services to corporations and individuals who strive to achieve a stronger double bottom line vision.
Marta’s background includes time at Goldman Sachs and launching several entrepreneurial ventures. She is a Social Venture Partners Los Angeles Partner and member of The Southern California Grantmakers. Marta earned her MBA from the Anderson School of Management at UCLA with a Dean’s Fellowship Scholarship and a Kauffman Fellowship for Entrepreneurial Leadership. She graduated Cum Laude from Vassar College with a Bachelor's degree and was co-captain of the varsity women's soccer team.
Mark is responsible for all aspects of financial planning at Angeles Wealth as well as working directly with clients as a wealth manager. He has been in the financial services business for over 25 years.
Mark founded his own financial advisory business in 2005, and prior to that, he was a Managing Director for Lehman Brothers. He has a degree in Finance from California State University, Sacramento, has completed course study at the Wharton School as well as completed his certificate in taxation from UCLA. Mark has extensive experience speaking on financial topics such as retirement planning, preparing for the cost of education, investment allocation strategies, and behavioral finance. He is committed to helping both individuals and businesses maximize their full wealth potential.
Leslie was a founder of Angeles Investment Advisors in 2001 and of Asset Strategy Consulting in 1991. Leslie works directly with clients to develop and implement strategic investment policy, and provide practical perspective on all aspects of an institutional investment program. This includes developing asset allocation policy and structure, selecting managers, providing trustee education, and monitoring investment results. As a founder of the firm, Leslie plays a role in overseeing the business of Angeles Investment Advisors.
Prior to joining the investment industry, Leslie spent eight years working as a policy analyst in the legislative and executive branches in Washington, D.C. Leslie received her B.A. from Carleton College, and her Master in Public Affairs from Princeton University’s Woodrow Wilson School of Public and International Affairs. She is a Chartered Financial Analyst® Charterholder and a member of the CFA Society of Los Angeles. Leslie is a trustee of The California Endowment and a family foundation, a former trustee (and current Investment Committee Member) of her alma mater, Carleton College, and a board member of the Spondylitis Association of America.
Howard is a Managing Partner of Angeles Investment Advisors. He co-founded the firm with Leslie and Michael in 2001. Howard is responsible for delivering investment advice to Angeles’ most sophisticated clients including Endowments, Foundations and Private Pension Funds. In addition, he co-manages the firm on a day-to-day basis.
He maintains expertise is all facets of the investment process from investment policy development and asset allocation to risk management and manager selection. Howard sits on the investment committee at the firm and has been active researching managers for 28 years across both alternative and public asset classes.
Howard has worked in the investment industry since 1986. Prior to the formation of Angeles, he was a founding partner and Chief Operating Officer of Asset Strategy Consulting. At ASC, he managed the firm's growth to 50 employees and developed most of the firm's proprietary performance measurement and analytics software. His career in the investment business began at Wilshire Associates. Howard received his BA in Economics from the University of California, Irvine. He is a Chartered Financial Analyst® Charterholder (since 1996) and is a member of the CFA Society of Los Angeles.
Michael has more than 30 years experience as an institutional portfolio manager, investment strategist, and investment consultant. From 1997 to 2001, he was a partner at Asset Strategy Consulting and its successor. From 1993 to 1997, Michael was the director of investments for Blue Cross of California/WellPoint, Inc. Previous to 1993, he spent a total of 8 years as a bond and currency trader, and then as Chief Market Strategist with First Interstate Bank, Ltd. He started his career as a derivatives trader with Barclays Bank plc.
Michael was an Adjunct Professor of Finance at Pepperdine University from 1991-2000 and at Loyola Marymount University. He earned his Bachelor of Arts, magna cum laude, from Tufts University, and Master of Arts in Law and Diplomacy from The Fletcher School of Law and Diplomacy (Tufts/Harvard). He is a past chairman of the Los Angeles Chamber Orchestra.
Shana joined Angeles Investment Advisors in 2005 from Wilshire Associates. Shana works with many types and sizes of institutional investment funds to develop and implement investment strategies. In addition to strategic asset allocation work, investment structure reviews and policy development, she focuses on real assets due diligence and research.
Shana is an honors graduate of the Anderson School at UCLA, where she earned an M.B.A. with concentrations in Finance and Emerging Market Economics. She received her Bachelor’s degree in Philosophy from Harvard University, where she was a National Honor Scholar and captain of the varsity women’s lacrosse team. She currently serves on the Finance Committee of the Young Literati of the Los Angeles Library Foundation.
Steve joined Angeles Investment Advisors in 2008 as the Director of Funds Management and Chief Compliance Officer. Prior to joining Angeles, Steve was CFO at Rosehill Capital Management, a Los Angeles hedge fund complex focused on Japanese securities. He also served as CFO/CCO for Mikles Miller Management, another Los Angeles based hedge fund complex. From 1996 until 2004 he was CFO/CCO of the Windward Capital Management Group. While at Windward, Steve helped to create and manage both an SEC registered investment adviser and an SEC/NASD registered broker/dealer. Prior to joining Windward, Steve spent seven years in public accounting at Coopers & Lybrand and Ernst & Young specializing in the financial services industry.
Steve received his B.B.A. in Accounting from the University of Notre Dame, graduating with honors, and is registered as a certified public accountant, (CPA, inactive) with the state of California. Steve is also a member of the investment advisory committee to the city of El Segundo, where he has lived since 2003.