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Marc Muser

Marc Muser

Associate at Angeles Wealth Management, LLC

New York, NY , United States

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

OrganizationRoleDate RangeDetails
Angeles InvestmentsAssociateSep 2025 to Present
Angeles InvestmentsAnalystSep 2023 to Aug 2025
Bourbon Financial Management, LLC - Excellence - Expertise - EthicsInternJan 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 CIBInternApr 2021 to Aug 2021
Conducted risk assessments to identify potential vulnerabilities and provided recommendations to enhance wealth management strategies.
Harvard Business SchoolFinance InternJun 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.
IOceanBusiness Analyst InternJun 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 Wealth Management, LLC (6)

NameRoleLocation
Benjamin Tang
Benjamin Tang
Senior AssociateNew York, NY , United States
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
S
Sandy S.
Senior Research Investment AnalystLos Angeles, CA , United States

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