Rogers brings more than 15 years of private wealth experience, bolstering the firm’s capabilities in serving generationally wealthy clients amid the horizontal wealth transfer
SANTA MONICA, Calif. & NEW YORK & HOUSTON–(BUSINESS WIRE)–#AngelesWealthManagement—Angeles Wealth Management, LLC, (“Angeles Wealth”), a national wealth management firm serving generationally wealthy families, today announced the appointment of Cameron Rogers, CFA®, as Partner. Operating out of Angeles Wealth’s New York office, Rogers will draw on more than 15 years’ experience in professional investing and wealth management to serve the firm’s high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients.
Rogers joins Angeles Wealth with a deep background in private wealth management, having advised individuals, families and nonprofit organizations on a wide array of complex financial matters, including public and private markets investing, generational wealth transitions and sustainable investing strategies. She will play a key role in helping the firm’s clients navigate the unique challenges associated with multigenerational wealth. Rogers joins Angeles Wealth from Ellevest, where she was a Client Advisor. Prior to Ellevest, she spent nearly a decade at J.P. Morgan in the firm’s institutional investment and private banking businesses.
“As a woman in the wealth management industry, it’s important for me to be part of a firm that not only values diversity as part of its leadership and advisory team, but also believes in the power of educating and empowering women in their financial lives,” said Rogers. “Angeles Wealth’s thoughtful and comprehensive approach to the stewardship of family wealth is one I’ve admired for years. I’d like to thank Jon and the rest of the Angeles Wealth team for such a warm welcome.”
Rogers’ addition to Angeles Wealth underscores the firm’s continued commitment to serving generationally wealthy clients through a sophisticated wealth management platform. The firm combines an institutional-caliber investment process, powered by its affiliate Angeles Investment Advisors – an endowment and foundation advisory OCIO and consultant – with comprehensive wealth services spanning estate and tax coordination, multigenerational wealth transfer, family education, business exit planning and strategic philanthropy. Angeles Wealth is equally committed to building a team that reflects the clients it serves by elevating and welcoming several accomplished women advisors. This includes the promotion of Chloe Wohlforth to Partner and the addition of Ann Deaton as Senior Managing Director, reinforcing the firm’s role as a trusted ally to families in achieving their long-term wealth goals.
“Angeles Wealth’s growth has always centered around the recruitment of talented, skilled advisors. We’re on a constant search for unicorns, who are those rare individuals who bring a deep expertise in guiding families through the intricacies of multigenerational wealth. In Cameron, we found exactly that,” said Jonathan Foster, President and CEO of Angeles Wealth. “Dedicated to supporting women in taking ownership of their family’s wealth, Cameron will be instrumental in expanding our capabilities in this area. This will be particularly important as we see the rise of the horizontal wealth transfer, where assets move from the patriarch to the matriarch before reaching the next generation.”
Angeles Wealth continues to expand its private wealth team with experienced professionals to better serve its HNW and UHNW clients. In 2023, the firm appointed Edward Lowndes as Chief Operating Officer and Chief Compliance Officer to support its growing operations, followed by the addition of Rick Nott as Managing Director to further its delivery of institutional-quality investment solutions and high-touch wealth services. With the recent addition of Rogers and a deep bench of talented advisors, Angeles Wealth underscores its dedication to building a team equipped to meet the complex needs of its private wealth clients and support them in developing an enduring legacy across generations.
For more information about Angeles Wealth Management and its sophisticated, customized global investment solutions and wealth management services, please visit its website.
About Angeles Wealth Management
Angeles Wealth Management is a national, SEC-registered wealth management firm serving generationally wealthy families. Providing ultra-high-net-worth families with comprehensive wealth advice and institutional-quality investment solutions typically available to large institutional investors, the firm’s private wealth clients gain access to an institutional caliber investment process and opportunity set by investing alongside its affiliate, Angeles Investment Advisors. Angeles Investment Advisors is an advisor to recognized endowments, foundations, and institutions. Angeles Wealth works with the families it serves to understand their unique needs, including generational planning and family dynamics. Founded in 2011, Angeles Wealth has offices in Santa Monica, New York City and Houston. For more information, follow us on LinkedIn or visit our website.
Disclosures
1) Angeles Wealth Management, LLC is an investment advisor registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. More information about Angeles Wealth Management’s investment advisory services can be found in its Form ADV Part 2, which is available upon request.
2) Angeles Investment Advisors, LLC is an investment advisor registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. More information about Angeles Investment Advisors’ investment advisory services can be found in its Form ADV Part 2, which is available upon request
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