Josh Rothstein, Cfa Email & Phone Number

Greater Los Angeles Area

Angeles Wealth is the private client affiliate of Angeles Investment Advisors, an institutional investment advisory firm with over $32 billion in advised assets, including approximately $5 billion in discretionary assets. Angeles Wealth Management provides wealthy families and individuals with access to both an institutional-quality investment process and robust wealth advisory services. These include goals-based financial planning, trust services through Angeles Wealth Private Trust, and philanthropic consulting via our Angeles Philanthropic Families service.

Santa Monica, California

Greater New York City Area

Josh joined Guggenheim in 2006 and was responsible for initial portfolio construction and ongoing portfolio management for Guggenheim’s wealth management clientele. Josh performed client asset allocation modeling, portfolio rebalancing, and performance evaluation.