Latest Blog: Beach Reading - 05/08/2024
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INSTITUTIONAL
INVESTORS-
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Michael A. Rosen
Chief Investment Officer
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Howard D. Perlow, CFA
Chief Executive Officer
hperlow@5vyic.com
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310-393-6235
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Anna L. McGibbons, CFA
Senior Managing Director & Partner
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David R. Brief, CFA
Head of OCIO & Partner
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Aaron M. Azelton, CFA
Managing Director & Partner
aazelton@5vyic.com
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310-857-5820
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Sapna Shah, CFA, CAIA
Senior Managing Director
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Derek Kellman, CFA
Investment Officer
dkellman@5vyic.com
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310-393-6300
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PRIVATE
WEALTH-
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Jonathan R. Foster
President & CEO of Angeles Wealth
jfoster@angeleswealth.com
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310-857-5840
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Joshua Rothstein, CFA
Partner
jrothstein@angeleswealth.com
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310-857-5832
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Harry S. Grand
Partner & Head of New York Office
hgrand@angeleswealth.com
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212-451-9290
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Chloe Wohlforth, CFP®
Partner
CWohlforth@angeleswealth.com
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212-451-9240
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Ann E. Deaton, CIMA
Senior Managing Director
adeaton@angeleswealth.com
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713-646-5086
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Morris Clothier
Managing Director
mclothier@angeleswealth.com
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212-451-9290
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Rick Nott, CFA, CFP®, CPWA®
Managing Director
rnott@angeleswealth.com
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310-393-6300
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Sasha Wilson
Director, Client Services
swilson@angeleswealth.com
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212-451-9340
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