Serving high net worth individuals, families and their philanthropic entities across the country, Angeles welcomes Cloudman as the firm continues to grow a national footprint. With nearly a decade of private wealth management experience, Cloudman joins Angeles after five years with Metropolitan Capital Bank & Trust, where he most recently held the title of Senior Wealth Consulting Manager, Head of Family Office, helping guide entrepreneurs, executives, and families through the multifaceted complexities of their wealth. Cloudman also specializes in advising business owners on succession planning, risk management, family governance, estate planning, and liquidity events.
“In an industry in which growth by M&A seems to be all the rage, we continue to prioritize thoughtful organic growth,” said Jonathan Foster, President and CEO of Angeles Wealth. “Bringing on Gary to launch our Chicago office gives us a Midwestern hub, enabling us to be closer to many families we serve. From December 31, 2019 through November 30, 2021, our AUM has increased more than 100%, so we are on a constant hunt for exceptional wealth management talent. Gary is the right person to lead us in the Midwest.”
Cloudman’s expertise in playing “financial quarterback” for clients strengthens Angeles’ ability to guide families toward achieving their long-term wealth goals through its open architecture investment approach. Tapping into Cloudman’s extensive network in the Chicago area will enable Angeles to continue to deploy its institutional-quality wealth management model nationwide.
“The culture that Angeles has developed for both the team and clients is a testament to the strong mission and vision, which has led to prosperity as a firm and successful outcomes for clients,” said Cloudman. “The firm combines an institutional approach to private wealth portfolio management focused on providing clients mission-aligned solutions with an understanding of the needs of their complex families. I’m eager to build upon the outstanding success that my new colleagues, Harry Grand and Chloe Wohlforth, have experienced since launching the New York office in 2019.”
In addition to receiving his Doctor of Law (JD) from the University of Illinois in 2019, Gary earned a Master of Laws (LM), Taxation from Northwestern University in 2010.
Angeles Wealth Management provides private clients with unique, yet comprehensive, wealth advice by skillfully integrating discretionary portfolio and wealth management services. To learn more about Angeles’ private wealth offerings, please visit angelesinvestments.com/private-wealth.
About Angeles Investments
Angeles Investment Advisors, LLC is a multi-asset investment firm, providing customized investment solutions to institutional clients. The private wealth affiliate, Angeles Wealth Management, provides institutional-quality investment solutions to a select private wealth clientele. The team at AWM works with families to understand each client’s unique considerations, including risk tolerance, generational planning, family dynamics, personal values and philanthropy. Angeles Wealth is located in Santa Monica, New York City, and Chicago.