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• INSTITUTIONAL 
  INVESTORS

  • Michael A. Rosen

    Chief Investment Officer

    mrosen@3csj.net
    310-857-5821

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  • Howard D. Perlow, CFA

    Chief Executive Officer

    hperlow@3csj.net
    310-393-6235

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  • Anna L. McGibbons, CFA

    Senior Managing Director & Partner

    anna@3csj.net
    310-857-5823

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  • David R. Brief, CFA

    Head of OCIO & Partner

    dbrief@3csj.net
    310-857-5834

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  • Aaron M. Azelton, CFA

    Managing Director & Partner

    aazelton@3csj.net
    310-857-5820

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  • Sapna Shah, CFA, CAIA

    Senior Managing Director

    sshah@3csj.net
    310-393-6300

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  • Derek Kellman, CFA

    Investment Officer

    dkellman@3csj.net
    310-393-6300

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• PRIVATE 
  WEALTH

  • Jonathan R. Foster

    President & CEO of Angeles Wealth

    jfoster@angeleswealth.com
    310-857-5840

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  • Joshua Rothstein, CFA

    Partner

    jrothstein@angeleswealth.com
    310-857-5832

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  • Harry S. Grand

    Partner & Head of New York Office

    hgrand@angeleswealth.com
    212-451-9290

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  • Chloe Wohlforth, CFP®

    Partner

    CWohlforth@angeleswealth.com
    212-451-9240

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  • Ann E. Deaton, CIMA

    Senior Managing Director

    adeaton@angeleswealth.com
    713-646-5086

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  • Morris Clothier

    Managing Director

    mclothier@angeleswealth.com
    212-451-9290

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  • Rick Nott, CFA, CFP®, CPWA®

    Managing Director

    rnott@angeleswealth.com
    310-393-6300

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  • Sasha Wilson

    Director, Client Services

    swilson@angeleswealth.com
    212-451-9340

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