Group 1: Angeles Wealth Management - Angeles Wealth Management, a registered investment advisor with approximately $2.6 billion in assets, has appointed Jonah Cave as chief growth officer to spearhead business development [2] - In his new role, Cave will manage both organic growth strategies for Angeles' team of 16 and oversee recruiting and acquisitions among RIAs targeting high-net-worth and ultra-high-net-worth clients [2] - Angeles Wealth Management was founded in 2011 and has offices in Santa Monica, New York City, and Houston, providing private wealth advice alongside its institutional OCIO affiliate, Angeles Investment Advisors [4] Group 2: Cresset - Cresset has appointed Albert Leshinsky as managing director and head of corporate development to lead national recruiting efforts [5] - Leshinsky will be based in New York and will focus on integrating new advisory teams while leveraging his experience in helping advisors transition to independence [6] - Cresset is merging with Monticello Associates, a $124 billion institutional consulting firm, which will increase its client assets from $78 billion as of November 1, with the deal expected to close by the end of 2025 [6] Group 3: Bogart Wealth - Bogart Wealth, a $3.2 billion RIA backed by Constellation Wealth Capital, has hired Allen Eickelberg as chief operating officer [7] - Eickelberg will oversee all operations of the firm, including technology and client experience, and has previously held operational leadership roles at Redbrick LDM and Spire Investment Partners [8]
People Moves: Angeles Wealth Management Hires Growth Chief; Cresset Names Recruiting Head
Yahoo Finance·2025-11-24 14:43