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About
Benjamin Tang is a Senior Associate at Angeles Investments, based in New York, NY, serving on the firm's private wealth management team. In this capacity, he collaborates closely with clients and senior partners to deliver comprehensive investment solutions, focusing on portfolio analysis, client reporting, and supporting the management of multi-asset portfolios targeting high-net-worth individuals and families.
Prior to his current role, Benjamin advanced through progressive positions at Angeles Investments, including Associate and Analyst. His responsibilities have encompassed ongoing investment research, due diligence on external managers, and analysis across both public and private market opportunities.
Benjamin holds a Bachelor of Arts in Business with a concentration in Finance from Rhodes College. His expertise spans asset allocation, portfolio construction, and client servicing within the private wealth sector, with experience covering equities, fixed income, and alternative asset classes. He is recognized for his commitment to rigorous investment analysis and tailored wealth management solutions for sophisticated investors.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Angeles Investments | Senior Associate | Jul 2024 to Present | — |
| Angeles Investments | Associate | May 2023 to Jul 2024 | — |
| Angeles Investments | Analyst | Jul 2022 to May 2023 | — |
| Investment Research & Advisory Group, Inc. | Director, Investment Research and Reporting | Jul 2021 to Jul 2022 | — |
| Agrinos | Summer Finance Intern | May 2020 to Aug 2020 | — |
| Illesteva | Summer Accounting and Finance Intern | Jun 2019 to Aug 2019 | — |
Education
Rhodes College
Bachelor of Arts - BA, Business (Finance)
Skills & Expertise
Others at Angeles Wealth Management, LLC (6)
| Name | Role | Location |
|---|---|---|
| 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 | |
| Associate | New York, NY , United States | |
S Sandy S. | Senior Research Investment Analyst | Los Angeles, CA , United States |
Similar Fund Managers
| Name | Role | Fund | Location |
|---|---|---|---|
| Senior Associate | Angeles Investment Advisors, LLC | New York, NY , United States | |
| Investment Officer | Angeles Investment Advisors, LLC | Los Angeles, CA , United States | |
| 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 |