Angela leads the Investment Strategy Group’s portfolio management team members. In this role, she is responsible for setting the investment philosophy and allocations utilized throughout the firm. She works closely with the firm’s Wealth Advisors and clients to create customized investment portfolios considering their level of risk and financial goals. Angela’s team is responsible for the implementation and monitoring of client portfolios.
As part of the Domani Wealth Family Office team, Angela works very closely with the firm’s Wealth Advisors and clients of high net worth to locate, implement and monitor unique investment strategies and allocations. This includes meeting with separate account managers, private equity groups and other investment professionals to provide oversight for the entire families’ portfolios.
Angela enjoys meeting with clients to learn more about their unique financial needs. She finds it very rewarding to know she has made an impact on the lives of many clients through portfolio management.
