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Michael Rosen

Michael Rosen

Principal and Chief Investment Officer at Angeles Wealth Management, LLC

Santa Monica, CA , United States

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

OrganizationRoleDate RangeDetails
Angeles Investment AdvisorsPrincipal and Chief Investment OfficerJan 2001 to Present
Asset Strategy ConsultingConsultantJan 1997 to Jan 2000
WellPointDirector of InvestmentsJan 1993 to Jan 1997
First Interstate BankVice PresidentJan 1987 to Jan 1991
Barclays BankAssistant Vice PresidentJan 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)

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
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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