October 6-8, 2025
Ritz-Carlton | Marina del Rey, CA Jonathan FosterPresident and CEO at Angeles Wealth ManagementSpeaker
Profile
Jonathan Foster is the Founder and CEO of Angeles Wealth Mgmt with offices in Santa Monica, New York City and Houston. He is responsible for all aspects of managing the business.
The Company has grown from a start-up to approximately $2 billion in AUM, 100% through organic growth focused on managing wealth for ultra-high-net-worth families. Services include endowment-style investment management, estate and tax coordination and family philanthropy.
Prior to founding Angeles Wealth, Jonathan was President of Carson Wealth Mgmt, and Head of Wealth Management for ETrade Financial.
Agenda Sessions
Strategies for Preserving and Growing Your Clients Wealth with Private Markets
, 9:50amView Session