Our Team - Private Wealth

Institutional | Private Wealth

Private Wealth

• JONATHAN R. FOSTER

  President & CEO of Angeles Wealth

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• HARRY S. GRAND

  Partner & Head of New York Office

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• CHLOE WOHLFORTH, CFP®

  Partner

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• JOSHUA ROTHSTEIN, CFA

  Partner

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• ANN E. DEATON, CIMA

  Senior Managing Director

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• MORRIS CLOTHIER

  Managing Director

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• RICK NOTT, CFA, CFP®, CPWA®

  Managing Director

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Client Services & Operations

• EDWARD LOWNDES

  Chief Operating Officer, Chief Compliance Officer

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• SASHA WILSON

  Director, Client Services

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• HEATHER HOFSTETTER

  Client Service Associate/ Paraplanner

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• BENJAMIN TANG

  Associate

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• PETER REIMER

  Associate

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• MARC MUSER

  Analyst

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