Angeles Wealth Management ("AWM"​) is an SEC-Registered Investment Advisor with offices in Santa Monica, New York City and Houston. AWM is affiliated with Angeles Investment Advisors ("AIA") which serves as investment advisor to endowments, foundations, operating charities and corporations. AWM uses the considerable investment engine of AIA to build institutional-quality investment portfolios for families of significant wealth. This is most noticeable in our ability to provide private clients with access to private equity investments where they invest alongside AIA’s institutional clientele at exactly the same terms.The firm then pairs this robust investment process with the private client services expertise of the AWM staff. These services include; tax-aware management, trust and estate guidance, multi-generational wealth advice, high-end financial planning and strategic philanthropy.

Carson Wealth Management is one of the nation's premier comprehensive wealth management firms. CWM is currently ranked in the Top Ten in Barron's list of Top 100 Independent Wealth Managers.Peak Advisor Alliance is the nation's top practice management consulting firm specializing in financial advisors. Peak provides members with comprehensive advice in all aspects of operating a successful wealth management practice.

Acquisition, development and management of companies in the wealth management industry. In partnership with ACI Capital, a NYC private equity firm, made bids to acquire several wealth management concerns over a 15 month period.

CEO & President of Registered Investment Advisor. Grew revenues 600% and assets 500% from 1994-2005. Sold the business to E*TRADE Financial in 2005, and assumed the role on Head of Wealth Management for E*TRADE in 2005.

Senior professional in charge of M&A in the wealth management/RIA market. Responsible for identfying top US RIAs to potentially acquire for E*Trade. Led team in evaluating strengths and weakness, oportunities and challenges, and valuing businesses. Evaluated several hundred top US-based RIAs, and performed site visits, some multiple times, on dozens of RIAs. E*Trade made acquisition offers on approximately ten businesses, and acquired three.

Responsible for M&A, strategy and management for E*Trade's Wealth Management effort. Designed acquisition strategy, distribution plan, integration, platform and team building. From 2005 to 2007, E*Trade Wealth Management grew from zero to approximately $3 billion in AUM through a combination of acquisitions and organic growth.