Jonathan Rice Foster
Chief Executive Officer at Angeles Wealth Management LLC
Profile
Mr. Jonathan R.
Foster is a President & Chief Executive Officer at Angeles Wealth Management LLC.
He is responsible for all aspects of the operations of Angeles Wealth Management.
He has over 25 years of experience in wealth management as both a client advisor, and in senior management positions.
Prior to co-founding Angeles Wealth, Mr. Foster was President of two related companies, Carson Wealth Management Group, one of the nation’s premier full-service wealth management firms, and Peak Advisor Alliance, the largest independent coaching and consulting service focused on financial advisors.
He is also the former Head of Wealth Management for ETrade Financial, and CEO of Howard Capital Management.
He received an MBA in Finance from Northeastern University, and is a member of the Beta Gamma Sigma International Honor Society.
He also received his BA in Political Science from the University of Pennsylvania
Jonathan Rice Foster active positions
Companies | Position | Start |
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Angeles Wealth Management LLC
Angeles Wealth Management LLC Investment ManagersFinance Angeles Wealth Management LLC (Angeles Wealth) is a registered investment advisor and wealth management firm headquartered in Santa Monica, California. The firm was founded by Jonathan R. Foster in 1975 and is a subsidiary of Angeles Investment Advisors LLC. Angeles Wealth provides personalized discretionary portfolio and wealth management services generally only available to large institutional investors. Their clients are primarily high net worth individuals, families, trusts, estates, and their related business and philanthropic entities. | Chief Executive Officer | 2011-10-31 |
Training of Jonathan Rice Foster
Northeastern University | Masters Business Admin |
University of Pennsylvania | Undergraduate Degree |
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Private companies | 1 |
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Angeles Wealth Management LLC
Angeles Wealth Management LLC Investment ManagersFinance Angeles Wealth Management LLC (Angeles Wealth) is a registered investment advisor and wealth management firm headquartered in Santa Monica, California. The firm was founded by Jonathan R. Foster in 1975 and is a subsidiary of Angeles Investment Advisors LLC. Angeles Wealth provides personalized discretionary portfolio and wealth management services generally only available to large institutional investors. Their clients are primarily high net worth individuals, families, trusts, estates, and their related business and philanthropic entities. | Finance |
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