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About
Marc Muser is an Associate at Angeles Wealth Management based in New York City, where he plays a key role in delivering comprehensive investment advisory services to private clients and families. At Angeles, he collaborates with a senior team to construct diversified portfolios of best-in-class investment managers across all major asset classes, including public equities, fixed income, private markets, and alternative investments.
Marc's investment responsibilities span multiple sectors and asset classes, reflecting Angeles' multi-asset approach tailored to private wealth clientele. He draws on analytical expertise to support manager research, due diligence, and portfolio construction, ensuring each portfolio is customized to the unique objectives and risk profiles of clients.
Prior to joining Angeles, Marc gained experience as an intern at Bourbon Financial Management, contributing to client management and investment analysis. He holds a Joint Honors Degree in Economics and Finance with a minor in Mathematics from McGill University, enhancing his expertise in both macroeconomic analysis and quantitative portfolio modeling.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Angeles Investments | Associate | Sep 2025 to Present | — |
| Angeles Investments | Analyst | Sep 2023 to Aug 2025 | — |
| Bourbon Financial Management, LLC - Excellence - Expertise - Ethics | Intern | Jan 2023 to Aug 2023 | Worked on a variety of different projects involving asset allocations, cross-border tax optimization, and working on an Excel VBA macro replicating the visualizations and analysis of PIMCO and JP Morg... |
| BNP Paribas CIB | Intern | Apr 2021 to Aug 2021 | Conducted risk assessments to identify potential vulnerabilities and provided recommendations to enhance wealth management strategies. |
| Harvard Business School | Finance Intern | Jun 2020 to Apr 2021 | Organized and managed Faculty’s remote work equipment budget of $500,000+ and lead development of equipment tracking application for Faculty Personal Zoom Studios. |
| IOcean | Business Analyst Intern | Jun 2018 to Aug 2018 | Investigated the impact of new business models in order to expand scope of clientele and helped update financial forecasts using historical data and future growth patterns. |
Education
McGill University
Joint Honors Degree in Economics and Finance with minor in Mathematics
2018 — 2023
Belmont High School
2014 — 2018
Others at Angeles Investment Advisors, LLC (6)
| Name | Role | Location |
|---|---|---|
| Senior Associate | New York, NY , United States | |
| Investment Officer | Los Angeles, CA , United States | |
L Leslie Kautz | Principal | Santa Monica, CA , United States |
| Principal and Chief Investment Officer | Santa Monica, CA , United States | |
| Research Analyst | Chicago, IL , United States | |
S Sandy S. | Senior Research Investment Analyst | Los Angeles, CA , United States |
Similar Fund Managers
| Name | Role | Fund | Location |
|---|---|---|---|
| Managing Partner | Gerber Kawasaki Wealth & Investment Management | Santa Monica, CA , United States | |
E Elijah Souza | Partner | Gerber Kawasaki Wealth & Investment Management | Santa Monica, CA , United States |
| Partner | Serenus Wealth Advisors, LLC | Los Angeles, CA , United States | |
| Partner | Serenus Wealth Advisors, LLC | NY , United States | |
| Senior Associate | Angeles Wealth Management, LLC | New York, NY , United States | |
| Investment Officer | Angeles Wealth Management, LLC | Los Angeles, CA , United States |