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Michael Rosen
Principal and Chief Investment Officer at Angeles Wealth Management, LLC
About
Michael Rosen is the Principal and Chief Investment Officer at Angeles Investment Advisors, based in Santa Monica, California. With over 35 years of experience in the investment industry, he oversees portfolio strategy, asset allocation, and investment research for the firm's diverse institutional client base. As CIO, he is responsible for setting investment policy and managing multi-asset class portfolios across global public and private markets.
Rosen specializes in institutional investment management, focusing on a wide range of asset classes including equities, fixed income, alternative investments, private equity, and real assets. His expertise spans both strategic and tactical asset allocation, manager selection, and risk management, serving clients such as endowments, foundations, and pension funds.
Before joining Angeles Investment Advisors in 2001, Rosen worked as a consultant at Asset Strategy Consulting and was Director of Investments at WellPoint. He holds a MALD from The Fletcher School at Tufts University and a BA from Tufts University, bringing academic rigor and thought leadership to his roles. Throughout his career, Rosen has contributed industry insights through published commentaries and media appearances, earning recognition as a respected voice in institutional investment circles.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Angeles Investment Advisors | Principal and Chief Investment Officer | Jan 2001 to Present | — |
| Asset Strategy Consulting | Consultant | Jan 1997 to Jan 2000 | — |
| WellPoint | Director of Investments | Jan 1993 to Jan 1997 | — |
| First Interstate Bank | Vice President | Jan 1987 to Jan 1991 | — |
| Barclays Bank | Assistant Vice President | Jan 1984 to Jan 1987 | — |
Education
The Fletcher School at Tufts University
MALD
1982 — 1984
Tufts University
BA
1978 — 1982
Others at Angeles Wealth Management, 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 |
| 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 |