Rick Nott
Senior Managing Director, Wealth Management @Angeles Investments
Signup · Get unlimited contacts
WORK HISTORY
Senior Managing Director, Wealth Management @Angeles Investments
Santa Monica, CA, US
Angeles Wealth provides personalized discretionary portfolio and wealth management services generally only available to large institutional investors. We have extensive experience working with wealthy families and the multitude of issues that come with inter-generational wealth.
EDUCATION
University of Chicago Booth School of Business Executive Education
Certified Private Wealth Advisor
UC Irvine
Bachelor of Arts - BA, Economics
ABOUT RICK NOTT
Angeles Wealth Management (“AWM”) is the private client affiliate of Angeles Investment Advisors (“AIA”), an institutional investment advisory firm.Angeles Wealth Management provides wealthy families and individuals with access to the same institutional investment process offered to non-profits. We serve as the \"family CFO\" for entrepreneurs, business owners and executives to design and manage complex strategies that seek to grow and preserve wealth through multiple generations. Our approach is completely customized for every client. We invest in traditional assets such as stocks, bonds, and cash, and invest in private assets, including private equity, venture, private credit, and real estate. Our comprehensive approach integrates investments, tax planning, pre-liquidity planning and wealth transfer, working closely with your existing team or trusted advisors in our partner network.
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.