Alan R. Adelman

 

Angeles Wealth Management

Alan Adelman is the senior managing director at Angeles Wealth Management, where he focuses on providing institutional-quality chief investment officer and fiduciary advice to affluent individuals, families, trusts and family foundations.

Alan is a 30-year veteran of the investment management and trust industry with over 20 years in senior leadership roles for global financial leaders including chief investment officer for First Interstate Bank of California, First Union Bank and Wells Fargo Offshore Trust Company. Separately Alan served as chief investment strategist for Wells Fargo’s private client group.

Alan joins Angeles from investment boutique Cinque Partners LLC, a registered investment advisor specializing in hedged equity strategies, where he was a co-founder, managing partner and chief investment officer. Cinque managed pooled investment vehicles and separate accounts for sophisticated institutional investors.

 
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