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

      Stumble draws on the 1972 Munich Olympics to assess the current market turmoil.

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    • Only the Lonely
    • Our Blog

      My first impression when flying into Mexico City a few weeks ago was its va...

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    • Philanthropy

      We are passionate about philanthropy and enjoy sharing philanthropic trends and information with our clients.

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    • From the Team

      Insights and events from the Angeles Wealth Team.

      READ MORE
    • Market Commentary

      Stumble draws on the 1972 Munich Olympics to assess the current market turmoil.

      VIEW ARCHIVE
    • Only the Lonely

      Our Blog

      My first impression when flying into Mexico City a few weeks ago was its va...

      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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    • 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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    • Noah Gottlieb

      Analyst

      Noah joined Angeles Wealth Management in June of 2018.

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    • Michael A. Rosen

      Managing Partner & Chief Investment Officer

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

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    • Leslie B. Kautz, CFA

      Managing Partner

      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

      Managing Partner

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

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    • David R. Brief, CFA

      Senior Managing Director

      David Brief is a leading expert in non-profit management with over 25 years of investment experience.

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    • Anna L. McGibbons, CFA

      Managing Director & Partner

      Anna joined Angeles Investment Advisors at its founding in 2001, and is a partner of the firm.

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    • Shana Barghouti

      Managing Director & Partner

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

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    • Aaron M. Azelton, CFA

      Director & Partner

      Aaron joined Angeles Investment Advisors in 2012 and is a partner and member of the investment committee.

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    • Brandon Pevnick, CFA, CPA

      Investment Officer

      Brandon works with foundations, endowments and other institutional portfolios.

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    • Michael J. Burlon

      Managing Director, Public Markets & Partner

      Michael joined Angeles Investment Advisors in 2010 as a Hedge Fund Research Associate.

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    • Derrick Cruz

      Director, Private Markets & Partner

      Derrick directs private capital manager research and selection and works with institutional investors to develop...

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    • William Yung

      Associate Director, Private Markets & Partner

      William joined Angeles Investment Advisors in 2014 and is a partner of the firm.

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    • Stephen T. Smetana

      Chief Compliance Officer & Partner

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

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    • Gina Cadei

      Senior Associate, Operations & Partner

      Gina executes trades for discretionary portfolios and monitors these portfolios for compliance with asset allocation.

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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