Our Team - Private Wealth
Institutional | Private Wealth
Private Wealth
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![Morris Clothier / Managing Director]()
MORRIS CLOTHIER
Managing Director
Location
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![Ann E. Deaton, CIMA / Senior Managing Director]()
ANN E. DEATON, CIMA
Senior Managing Director
Location
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![Jonathan R. Foster / President & CEO of Angeles Wealth]()
JONATHAN R. FOSTER
President & CEO of Angeles Wealth
Location
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![Harry S. Grand / Partner & Head of New York Office]()
HARRY S. GRAND
Partner & Head of New York Office
Location
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![Heather Hofstetter / Client Service Associate/ Paraplanner]()
HEATHER HOFSTETTER
Client Service Associate/ Paraplanner
Location
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![Edward Lowndes / Chief Operating Officer, Chief Compliance Officer]()
EDWARD LOWNDES
Chief Operating Officer, Chief Compliance Officer
Location
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![Marc Muser / Analyst]()
MARC MUSER
Analyst
Location
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![Rick Nott, CFA, CFP®, CPWA® / Managing Director]()
RICK NOTT, CFA, CFP®, CPWA®
Managing Director
Location
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![Peter Reimer / Associate]()
PETER REIMER
Associate
Location
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![Joshua Rothstein, CFA / Partner]()
JOSHUA ROTHSTEIN, CFA
Partner
Location
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![Benjamin Tang / Associate]()
BENJAMIN TANG
Associate
Location
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![Sasha Wilson / Director, Client Services]()
SASHA WILSON
Director, Client Services
Location
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![Chloe Wohlforth, CFP® / Partner]()
CHLOE WOHLFORTH, CFP®
Partner
Location
See our Investment Team
