Angeles Wealth
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Joshua Rothstein, CFA
Partner
Josh Rothstein is a Partner at Angeles Wealth Management, based out of the firm's Santa Monica office. Josh collaborates directly with Angeles Wealth's ultra-high-net-worth clients, navigating and overseeing the intricacies of their sophisticated wealth management plans. He is also a member of the portfolio management team, where he contributes to the development and administration of the firm's investment and asset allocation strategy. Josh joined Angeles Wealth in 2014, bringing a breadth of experience in portfolio construction and management, asset allocation modeling, portfolio rebalancing, and performance evaluation for families. Josh began his wealth management career in 2006, dually serving as Vice President for Guggenheim Partners and Portfolio Manager for Guggenheim Investment Advisors. Josh holds a Chartered Financial Analyst (CFA) designation and is a contributing member to the CFA Society of Los Angeles. He earned a Bachelor of Science in Management in Finance from Tulane University. Josh is also a member of the Investment Committee for the Santa Monica Education Foundation.
