Angeles Wealth Management and Great Diamond Partners, an RIA within the Dynasty Financial Partners network, are strengthening their talent bench with hires who bring significant experience in private wealth and investment strategy.
On Wednesday, Angeles Wealth Management announced it has named Cameron Rogers as partner in its New York office.
A 15-year veteran of the industry, Rogers previously served as a client advisor at Ellevest, which in February announced the sale of its robo-advisor business to Betterment as it pivoted to focus more heavily on the high-net-worth and UHNW advisory space. Before that, she spent nearly 10 years at JPMorgan in roles across institutional and private banking.
Rogers is expected to play a key role in advising high- and ultra-high-net-worth clients at Angeles Wealth, with particular attention to wealth transitions and sustainable investing strategies.
“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,” Rogers said in a statement Wednesday.
Her appointment is part of a broader hiring and promotion trend at the bicoastal RIA, which serves multigenerational families through its offices in Santa Monica, California; New York City; and Houston, Texas.
The firm previously promoted Chloe Wohlforth to partner and added Ann Deaton as senior managing director, signaling a push to deepen its relationships with affluent families and align internal leadership with client demographics. More recently, it appointed Edward Lowndes as COO in 2023, and last year welcomed Rick Nott as managing director.
"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.
In Maine, Great Diamond Partners announced it has welcomed Stephen Poulos as senior financial advisor. Previously a partner and portfolio manager at HeadInvest, Poulos is joining with more than $125 million in prospective client assets.
The firm, which reported about $640 million in assets under management as of mid-May, could see its total rise to roughly $765 million assuming the full transition Poulos’ book of business.
The Portland-based RIA is also adding Mark Doehla, formerly with H.M. Payson, as portfolio manager. Doehla’s arrival adds investment strategy expertise across asset classes and reinforces the firm’s attention to high-touch, tax-focused planning.
“Mark’s experience across multiple asset classes and his ability to communicate clearly with clients are invaluable qualities,” Jack Piper, a founding partner at Great Diamond Partners, said in a statement.
Despite a lighter regulatory outlook and staffing disruptions at the SEC, one compliance expert says RIA firms shouldn't expect a "free pass."
FINRA has been focused on firms and their use of social media for several years.
RayJay's latest additions bolster its independent advisor channel's presence across Pennsylvania, Florida, and Washington.
The deal ending more than 30 years of ownership by the Swiss bank includes six investment strategies representing more than $11 billion in AUM.
Divorce, widowhood, and retirement are events when financial advisors may provide stability and guidance.
How intelliflo aims to solve advisors' top tech headaches—without sacrificing the personal touch clients crave
From direct lending to asset-based finance to commercial real estate debt.
