AWM Appoints 瑞克诺特 as Managing Director, Capping 6th Straight Year of Growth

Angeles Wealth Management Appoints 瑞克诺特 as Managing Director, 连续六年的强劲增长

诺特拥有超过15年的财富管理经验, adding to the firm's comprehensive private wealth services and solutions

圣莫尼卡，加州，2024年2月6日 — yabo亚博网站登录首页财富管理有限责任公司, (“yabo亚博网站登录首页财富”), a national wealth management firm serving generationally wealthy families, 今天宣布录用 瑞克诺特， CFA, CFP®，CPWA®担任常务董事. 在yabo亚博网站登录首页财富圣莫尼卡的办公室工作, 诺特是客户的“金融设计师”. He specializes in building bespoke plans and investment portfolios that aim to balance long-term capital accumulation with the building of an enduring legacy spanning multiple generations.

诺特 brings more than 15 years of experience in wealth management with a specific focus on asset allocation and financial planning. 在yabo亚博网站登录首页财富, 诺特 will utilize the firm's institutional-caliber investment process to create highly tailored and 定制的 wealth management plans for ultra-high-net-worth (UHNW) families and individuals, 包括运动员, 企业主和企业家. 在加入本公司之前, 他是LourdMurray的高级财富顾问, and also spent time as an advisor at AdvicePeriod and Signature Estate and Investment Advisors. 诺特 started his career in wealth management at United Capital Financial Advisors.

“我的职业生涯始于全球金融危机, where I learned the value of crafting a financial design that is not only aligned with client goals, but that is structured to encourage a long-term focus on generational wealth creation and preservation,” 诺特. “我很高兴能加入yabo亚博网站登录首页财富, 以及它的团队导向方法, 这维持了一种不断增长的文化, 学习与进步."

诺特's arrival at Angeles Wealth caps off a sixth consecutive year of strong growth, 因为该公司管理的资产(AUM)现已超过1美元.7 billion, propelled by over 40 percent year-over-year AUM growth in 2023. Angeles Wealth's growth has been wholly organic since its inception, 在过去的六年里, the firm has achieved a nearly 40 percent compound annual growth rate in AUM.

"Just as an architect purposefully designs a house to withstand the elements, Rick applies a similar approach to financial planning for clients. His process seeks to provide stability and a runway for building and protecting multi-generational wealth,” 乔纳森•福斯特他是angeleswealth的总裁兼首席执行官. “计划的敌人是情绪, and Rick's focus on the long-term view will help our clients navigate their wealth across generations."

在过去的一年, Angeles Wealth has continued to bolster its private wealth team to better serve its UHNW and philanthropic clients. 最近，Angeles Wealth宣布 爱德华·朗兹 as Chief Operating Officer and Chief Compliance Officer to oversee the firm's flourishing operations. yabo亚博网站登录首页的财富也增加了 克洛伊Wohlforth 合作, a role in which she will continue to advise family clients on financial planning and investment management.

For more information about Angeles Wealth Management and its sophisticated, 定制的, 全球投资解决方案及财富管理服务, 请浏览我们的网站.

媒体yabo亚博网站登录人:

StreetCred公关
angeles@streetcredpr.com

将鲁本
william@streetcredpr.com
847-208-8289

岁的巴西
lexie@streetcredpr.com
214-773-7114

yabo亚博网站登录首页yabo亚博网站登录首页财富管理
yabo亚博网站登录首页财富管理公司是一家全国性的公司, SEC-registered wealth management firm serving generationally wealthy families. Providing ultra-high-net-worth families with comprehensive wealth advice and institutional-quality investment solutions typically available to large institutional investors, the firm's private wealth clients gain access to an institutional caliber investment process and opportunity set by investing alongside its affiliate, yabo亚博网站登录, 总资产400亿美元, including $6 billion of fully discretionary assets under management and the remainder in consulting assets. yabo亚博网站登录 is an advisor to prestigious endowments, foundations, and institutions. Angeles Wealth works with the families it serves to understand their unique needs, 包括代际规划, 家庭动态和慈善目标. 成立于2011年, yabo亚博网站登录首页财富总部设在圣莫尼卡, 并在纽约和休斯顿设有办事处. 欲了解更多信息，请关注我们 LinkedIn 或访问 我们的网站.

披露的信息

1) yabo亚博网站登录首页财富管理有限责任公司 is an investment advisor registered with the U.S. 美国证券交易委员会. 注册并不意味着一定水平的技能或培训. More information about Angeles Wealth Management's investment advisory services can be found in its Form ADV Part 2, 哪一种是应要求提供的.

2) yabo亚博网站登录, LLC is an investment advisor registered with the U.S. 美国证券交易委员会. 注册并不意味着一定水平的技能或培训. More information about yabo亚博网站登录' investment advisory services can be found in its Form ADV Part 2, 哪一种是应要求提供的.

3) Assets include assets under management and assets under advisement. Assets under advisement refers to assets on which the firm provides advice or consultation but for which the firm either does not have discretionary authority or does not arrange or effectuate the transactions. Assets under advisement could also be those which we monitor for a client on a non-discretionary basis, where we may make recommendations but where the client is the party responsible for arranging or effecting the purchase or sale.

4) The opinions expressed are those of Angeles Wealth Management Investment Team. The opinions referenced are as of the date of publication and are subject to change due to changes in the market or economic conditions and may not necessarily come to pass.