SANTA MONICA, Calif. & NEW YORK & HOUSTON, May 21, 2025 — Angeles Wealth Management, LLC, (“Angeles Wealth”), a national wealth management firm serving generationally wealthy families, today announced the appointment of Cameron Rogers, CFA®, as Partner. Operating out of Angeles Wealth’s New York office, Rogers will draw on more than 15 years’ experience in professional investing and wealth management to serve the firm’s high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients.
Rogers s Angeles Wealth with a deep background in private wealth management, having advised individuals, families and nonprofit organizations on a wide array of complex financial matters, including public and private markets investing, generational wealth transitions and sustainable investing strategies. She will play a key role in helping the firm’s clients navigate the unique challenges associated with multigenerational wealth. Rogers s Angeles Wealth from Ellevest, where she was a Client Advisor. Prior to Ellevest, she spent nearly a decade at J.P. Morgan in the firm’s institutional investment and private banking businesses.
“As a woman in the wealth management industry, it’s important for me to be part of a firm that not only values diversity as part of its leadership and advisory team, but also believes in the power of educating and empowering women in their financial lives,” said Rogers. “Angeles Wealth’s thoughtful and comprehensive approach to the stewardship of family wealth is one I’ve ired for years. I’d like to thank Jon and the rest of the Angeles Wealth team for such a warm welcome.”
Rogers’ addition to Angeles Wealth underscores the firm’s continued commitment to serving generationally wealthy clients through a sophisticated wealth management platform. The firm combines an institutional-caliber investment process, powered by its Angeles Investment Advisors – an endowment and foundation advisory OCIO and consultant – with comprehensive wealth services spanning estate and tax coordination, multigenerational wealth transfer, family education, business exit planning and strategic philanthropy. Angeles Wealth is equally committed to building a team that reflects the clients it serves by elevating and welcoming several accomplished women advisors. This includes the promotion of Chloe Wohlforth to Partner and the addition of Ann Deaton as Senior Managing Director, reinforcing the firm’s role as a trusted ally to families in achieving their long-term wealth goals.
“Angeles Wealth’s growth has always centered around the recruitment of talented, skilled advisors. We’re on a constant search for unicorns, who are those rare individuals who bring a deep expertise in guiding families through the intricacies of multigenerational wealth. In Cameron, we found exactly that,” said Jonathan Foster, President and CEO of Angeles Wealth. “Dedicated to ing women in taking ownership of their family’s wealth, Cameron will be instrumental in expanding our capabilities in this area. This will be particularly important as we see the rise of the horizontal wealth transfer, where assets move from the patriarch to the matriarch before reaching the next generation.”
Angeles Wealth continues to expand its private wealth team with experienced professionals to better serve its HNW and UHNW clients. In 2023, the firm appointed Edward Lowndes as Chief Operating Officer and Chief Compliance Officer to its growing operations, followed by the addition of Rick Nott as Managing Director to further its delivery of institutional-quality investment solutions and high-touch wealth services. With the recent addition of Rogers and a deep bench of talented advisors, Angeles Wealth underscores its dedication to building a team equipped to meet the complex needs of its private wealth clients and them in developing an enduring legacy across generations.