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1 Aug, 2024
AWM Recognized as RIA of the Year by Institutional Investor's RIA Intel
Angeles Wealth Management celebrates its recognition as RIA Intel's registered investment advisor (RIA) of the Year in the "$1 billion - $10 billion assets under management (AUM)" category.
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26 Apr, 2024
Angeles Named a Greenwich Quality Leader for Seventh Consecutive Year
Angeles is proud to be named a Greenwich Quality Leader for the seventh consecutive year. We are grateful to you, our clients, for the partnership and trust which form the foundation of each relationship and is at the core of what we do each day.
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8 Feb, 2024
AWM Appoints Rick Nott as Managing Director, Capping 6th Straight Year of Growth
Rick Nott brings more than 15 years of wealth management experience, adding to our firm's comprehensive private wealth services and solutions.
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8 Aug, 2023
Council Of Independent Colleges & OCIO Firm Angeles Enter Partnership Agreement
Angeles Investments is proud and excited to announce a long-term agreement with the Council of Independent Colleges, aimed at enhancing endowment insights for higher education institutions across the U.S.
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7 Jun, 2023
Angeles Investments appoints Howard Perlow as CEO & David Brief as Head of OCIO
Angeles Investments announced today the firm's co-founder Howard Perlow has been appointed its first-ever CEO and David Brief into the newly created role, Head of OCIO.rn
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3 May, 2023
Angeles Investments Publishes 2022 DEI Report
Angeles Investments released their 2022 Diversity, Equity, and Inclusion Annual Report which details its internal and external DEI activity, progress, and milestones from the 2022 calendar year in addition to goals for the year ahead.
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26 Apr, 2023
Sixth Consecutive Year Angeles Wins the Greenwich Quality Leader Award
Angeles Investments has been recognized by Coalition Greenwich as a recipient of a Greenwich Quality Leader Award for 2022, marking the firm's sixth consecutive year achieving this accolade.
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18 Apr, 2023
Angeles Private Investment Company (APIC) Announcement
Angeles Investments announced today the formation of Angeles Private Investment Company (APIC) and the appointment of Derrick Cruz as Chief Executive Officer effective April 12th.
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15 Feb, 2023
Angeles Investments Earns B Corporation Certification
Angeles Investments, a global multi-asset investment firm and OCIO with approximately $36 billionin total assets, including $6 billion in discretionary assets under management (as of September 30, 2022), announced that it has been certified...
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8 Dec, 2022
Angeles Wealth Launches Comprehensive Mission-Related Investing Program
Angeles Wealth Management, today announced the launch of the Angeles Wealth Mission-Related Investing program. This new initiative will enable integration of familiesà investment and philanthropic activities and deliver bespoke solutions...
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28 Sep, 2022
Morris Clothier appointed Managing Director, Capital Markets & Wealth Advisory
Angeles Wealth Management is pleased to announce the hiring of Morris Clothier as Managing Director, Capital Markets and Wealth Advisory.
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6 Jun, 2022
Angeles Recognized for its Commitment to Diversity, Equity, and Inclusion
Angeles Investments, celebrates the diversity, equity, and inclusion (DEI) initiatives that contributed to the firm recently being recognized as an Outstanding Practice in InvestmentNewsà 2022 DEI Award program.
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26 Apr, 2022
Fifth Consecutive Year Angeles Wins the Greenwich Quality Leader Award
For the fifth time, Angeles Investments has been named a 2021 Greenwich Quality Leader in Overall U.S. Investment Consulting among midsize consultants. Angeles is the only advisor in this category awarded this distinction for five consecutive years.
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31 Jan, 2022
Angeles Investment Advisors Appoints Head of Client Development
Angeles Investment Advisors, LLC, a global multi-asset investment management firm, announced today the hiring of Garry Duncan, CAIA, as Head of Client Development.
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12 Jan, 2022
Angeles Appoints Two New Partners and Establishes New Head of Private Markets
Angeles Investment Advisors, LLC, , a global multi-asset investment management firm, announced today the admission of two new partners and the establishment of a new position, Head of Private Markets.
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20 Dec, 2021
Angeles Expands Footprint in Midwest; Appoints Gary Cloudman to Chicago Office
Angeles Investments has welcomed our newest Managing Director, Gary Cloudman! We are thrilled to expand our footprint into the Midwest and have Gary lead and open the Chicago Private Wealth Office.
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8 Dec, 2021
Best Wishes for a Healthy Holiday Season and a Happy New Year
In honor of our clients, Angeles Investments supported these fine organizations throughout 2021. We are ever grateful for your support & friendship. THANK YOU. Best wishes for a joyful holiday and a Happy New Year.
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21 Sep, 2021
Angeles Investments Advisors Appoints Sapna Shah as Managing Director
Angeles Investments announced today the hiring of Sapna Shah, CFA, CAIA as a Managing Director. She brings extensive background in client portfolio oversight, corporate responsibility, diversity and inclusion, and sustainable social impact.
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27 Apr, 2021
Fourth Consecutive Year Angeles Wins the Greenwich Quality Leader Award
For the fourth time, Angeles Investments has been named a 2020 Greenwich Quality Leader in Overall U.S. Investment Consulting among midsize consultants. Angeles is the only advisor in this category awarded this distinction for four consecutive years.
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28 Apr, 2020
Angeles Investment Advisors Receives 2019 Greenwich Quality Leader Award
Angeles Investment Advisors is pleased to announce that it was named a 2019 Greenwich Quality Leader in Overall U.S. Investment Consulting among midsize advisors by Greenwich Associates.
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18 Feb, 2020
Angeles Investment Advisors Hires Senior Investment Professional
Angeles Investment Advisors, LLC, a global multi-asset investment management firm, announced today the hiring of Chaunice A. Peebles, CAIA as Director of Business Development.
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16 Oct, 2019
Chloe Wohlforth, CFP joins Angeles Wealth Management as Managing Director
Angeles Wealth Management is pleased to announce that Chloe Wohlforth, CFP has joined the firm as Managing Director of the firm's New York Office, located in The Seagram Building in midtown Manhattan, effective immediately.
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26 Apr, 2019
Angeles Investment Advisors Wins Greenwich Quality Leader Award
Angeles Investment Advisors is pleased to announce it was named a 2018 Greenwich Quality Leader in Overall U.S. Investment Consulting among midsize advisors by Greenwich Associates earning the quality leader award for the second consecutive year.
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16 Apr, 2019
AWM Appoints Harry S. Grand as Senior Managing Director; Opens New York Office
Angeles Wealth Management is pleased to announce that Harry S. Grand has joined the firm as Senior Managing Director and head of the firmÃs New York Office, located in The Seagram Building in midtown Manhattan, effective immediately.
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