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Sandy S.
Senior Research Investment Analyst at Angeles Wealth Management, LLC
About
Sandy Sy is currently a Senior Research Investment Analyst at Angeles Investments, based in Los Angeles, CA. In this role, Sandy is responsible for conducting in-depth research and analysis to support portfolio construction, investment due diligence, and manager selection for institutional and private clients. Her primary focus is on public markets, where she evaluates opportunities across global equities and fixed income asset classes, leveraging both quantitative and qualitative methodologies to drive investment recommendations.
Sandy began her tenure at Angeles Investments as a Senior Performance Analyst before being promoted to Research Investment Analyst focusing on public markets, and subsequently to her current senior research role. Throughout her career, she has developed expertise in manager research, investment evaluation, and performance analytics, contributing to the development and monitoring of multi-asset investment strategies for the firm's institutional client base.
She holds a Bachelor’s degree in Business Administration with a concentration in Management and International Relations from the University of Southern California. Sandy's analytical rigor and cross-functional expertise have positioned her as a key contributor within Angeles Investments, with a track record of supporting investment processes and maintaining the firm’s high standards of research excellence.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Angeles Investments | Senior Research Investment Analyst | Mar 2022 to Present | — |
| Angeles Investments | Research Investment Analyst, Public Markets | Mar 2021 to Apr 2022 | — |
| Angeles Investments | Senior Performance Analyst | Oct 2020 to Mar 2021 | — |
| Globanet (Successfully Acquired by VERITAS) | Project Coordinator | Jun 2017 to Aug 2018 | — |
| USC Viterbi School of Engineering | Student Services Coordinator | May 2016 to Jun 2017 | — |
Education
University of Southern California
Bachelors, Business Administration, Management, International Relations
2014 — 2017
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 |
| Principal and Chief Investment Officer | Santa Monica, CA , United States | |
| Research Analyst | Chicago, IL , United States | |
| Associate | New York, NY , 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 |