Jonathan Foster, former president of Carson Wealth Management Group, the Omaha-based RIA firm, has launched his own RIA firm, Angeles Wealth Management.
Foster, president and CEO of the new firm, is looking to build a team of advisors who will bring institutional-level wealth management services to HNW and ultra-HNW investors, particularly households with $5 million to $50 million in investable assets. He actually used Angeles Investment Advisors, the new firm’s parent company, while serving on the board of two non-profit groups that used Angeles Investments institutional advisory services. It sparked an idea, Foster said.
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