Jonathan Foster

Jonathan Foster has over 20 years of experience in the wealth management industry. Jonathan began their career as the CEO and President of Howard Capital Management, where they significantly grew revenues and assets before selling the business to E*TRADE Financial. Jonathan then assumed the role of Head of Wealth Management for E*TRADE and was responsible for M&A, strategy, and management. Foster later joined Wealth Management Private Equity as a Principal, where they focused on the acquisition and management of companies in the industry. Jonathan also served as the President of Carson Wealth Management Group & Peak Advisor Alliance, leading one of the nation's top wealth management firms and a practice management consulting firm. Currently, Foster is the President & CEO of Angeles Wealth Management, an SEC-Registered Investment Advisor that builds institutional-quality investment portfolios for families of significant wealth.

Jonathan Foster completed their education at various prestigious institutions. Jonathan pursued a BA in Political Science at the University of Pennsylvania. Following this, they enrolled in the D'Amore-McKim School of Business at Northeastern University, where they obtained an MBA with a focus on Finance. Currently, they have been attending the Yale School of Management, pursuing a program in Wealth Management Theory & Practice, which is registered under the Certified Private Wealth Advisor (CPWA) program.