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Benjamin Tang

Benjamin Tang

Senior Associate at Angeles Wealth Management, LLC

New York, NY , United States

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

OrganizationRoleDate RangeDetails
Angeles InvestmentsSenior AssociateJul 2024 to Present
Angeles InvestmentsAssociateMay 2023 to Jul 2024
Angeles InvestmentsAnalystJul 2022 to May 2023
Investment Research & Advisory Group, Inc. Director, Investment Research and ReportingJul 2021 to Jul 2022
AgrinosSummer Finance InternMay 2020 to Aug 2020
IllestevaSummer Accounting and Finance InternJun 2019 to Aug 2019

Education

Rhodes College

Bachelor of Arts - BA, Business (Finance)

Skills & Expertise

Portfolio Management
Equity Research
Portfolio Performance Analysis
Quantitative Analytics
Attention to Detail
Microsoft Office
Customer Service
Microsoft Excel
Microsoft Word
Microsoft PowerPoint
Research
Project Management
Analytical Skills
Problem Solving
Report Writing
Communication
Teamwork

Others at Angeles Wealth Management, LLC (6)

NameRoleLocation
Derek Kellman
Derek Kellman
Investment OfficerLos Angeles, CA , United States
L
Leslie Kautz
PrincipalSanta Monica, CA , United States
Michael Rosen
Michael Rosen
Principal and Chief Investment OfficerSanta Monica, CA , United States
Caleb Young
Caleb Young
Research AnalystChicago, IL , United States
Marc Muser
Marc Muser
AssociateNew York, NY , United States
S
Sandy S.
Senior Research Investment AnalystLos Angeles, CA , United States

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