AeroLeads people directory · profile
Jonathan Foster Email & Phone Number
President and CEO, Angeles Wealth Management
at
Angeles Wealth Management
1 work email found
@angelesinvestments.com
2 phones found area 212
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
President and CEO, Angeles Wealth Management
Location
Santa Monica, California, United States
Who is Jonathan Foster? Overview
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Quick answer
Jonathan Foster is listed as President and CEO, Angeles Wealth Management at Angeles Wealth Management, based in Santa Monica, California, United States. AeroLeads shows a work email signal at angelesinvestments.com, phone signal with area code 212, and a matched LinkedIn profile for Jonathan Foster.
Jonathan Foster previously worked as President & CEO, Angeles Wealth Management at Angeles Wealth Management and President at Carson Wealth Management Group & Peak Advisor Alliance. Jonathan Foster holds Wealth Management Theory & Practice, A Cpwa Registered Program from Yale School Of Management.
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Email format at Angeles Wealth Management
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{first_initial}{last}@angelesinvestments.com
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AeroLeads found 1 current-domain work email signal for Jonathan Foster. Compare company email patterns before reaching out.
Profile bio
About Jonathan Foster
A Financial Services senior leadership executive, with experience in all three major wealth management channels; wirehouse, registered investment advisory and independent representative marketplaces. He has spent equal amount of time in his professional career working in New York City and Los Angeles. Mr. Foster has deep advisor M&A, corporate development, operations and investment leadership experience. Possesses a long history of successfully managing mercurial, independent-minded wealth management professionals, often in a multi-location environment. Integral in building four successful wealth management businesses since 1987. Mr. Foster is a former holder of Series 4, 7, 24, 27 and 63 securities licenses, and a current holder of the Series 65 securities license.Specialties: Investment Management, Leadership, Advisory Firm M&A. Corporate Development
Listed skills include Corporate Development, Wealth Management, Investment Management, Leadership, and 12 others.
Current workplace
Jonathan Foster's current company
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7 roles
Jonathan Foster work experience
A career timeline built from the work history available for this profile.
President & Ceo, Angeles Wealth Management
Angeles Wealth Management
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.
President
Carson Wealth Management Group & Peak Advisor Alliance
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.
Apr 2009 - Jan 2011
Principal
Wealth Management Private Equity
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.
Jan 2008 - Apr 2009
Ceo & President
Howard Capital Management
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.
Jun 1994 - Nov 2007
Vp - Head Of Advisor M&A And Strategy
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.
Dec 2006 - Oct 2007
Head Of Wealth Management
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.
Jan 2005 - Dec 2006
3 education records
Jonathan Foster education
Wealth Management Theory & Practice, A Cpwa Registered Program
Yale School Of Management
Mba, Finance
D'Amore-Mckim School Of Business At Northeastern University
Ba, Political Science
University Of Pennsylvania
FAQ
Frequently asked questions about Jonathan Foster
Quick answers generated from the profile data available on this page.
What company does Jonathan Foster work for?
Jonathan Foster works for Angeles Wealth Management.
What is Jonathan Foster's role at Angeles Wealth Management?
Jonathan Foster is listed as President and CEO, Angeles Wealth Management at Angeles Wealth Management.
What is Jonathan Foster's email address?
AeroLeads has found 1 work email signal at @angelesinvestments.com for Jonathan Foster at Angeles Wealth Management.
What is Jonathan Foster's phone number?
AeroLeads has found 2 phone signal(s) with area code 212 for Jonathan Foster at Angeles Wealth Management.
Where is Jonathan Foster based?
Jonathan Foster is based in Santa Monica, California, United States while working with Angeles Wealth Management.
What companies has Jonathan Foster worked for?
Jonathan Foster has worked for Angeles Wealth Management, Carson Wealth Management Group & Peak Advisor Alliance, Wealth Management Private Equity, Howard Capital Management, and E*Trade Financial.
How can I contact Jonathan Foster?
You can use AeroLeads to view verified contact signals for Jonathan Foster at Angeles Wealth Management, including work email, phone, and LinkedIn data when available.
What schools did Jonathan Foster attend?
Jonathan Foster holds Wealth Management Theory & Practice, A Cpwa Registered Program from Yale School Of Management.
What skills is Jonathan Foster known for?
Jonathan Foster is listed with skills including Corporate Development, Wealth Management, Investment Management, Leadership, Alternative Investments, Investment Advisory, Investments, and Private Equity.
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