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Angus West Location
Boston, MA, US
Angus West Work
Senior Vice President @ (January 2023 - Present)
Financial Advisor @ West Family Wealth Advisors (July 2017 - Present)
Senior Consultant @ Spearhead Capital Advisors, LLC (January 2020 - January 2023)
Senior Wealth Strategist @ (January 2016 - June 2017)
Executive Director @ Cabot-Wellington, LLC (January 2002 - January 2015)
Portfolio Manager @ (June 1999 - January 2002)
President and C.E.O. @ Parker & West Management, Inc. (June 1987 - June 1999)
Attorney at Law @ (September 1982 - June 1987)
Investment Analyst @ (September 1977 - June 1979)
Angus West Education
Harvard Law School
Juris Doctor (J.D.)
1979-1982
Harvard University
B.A. 1977 (East Asian Studies)
1973-1977
Groton School
High School
1968-1973
Angus West Skills
Investments
Asset Allocation
Alternative Investments
Financial Analysis
Financial Planning
Fiduciary Services
Hedge Funds
Private Equity
Venture Capital
Charitable Trusts
Income & Estate Tax Planning
Trustee
Land Conservation
Corporate Trust
Portfolio Management
Wealth Management
Asset Management
Estate Planning
Finance
Management
Succession Planning
Income and Estate Tax Planning
Investors
Institutional
Net
Family Office
High Net Worth Individuals
Business Development
Strategic Planning
Legal Research
Angus West Summary
Angus West, based in Boston, MA, US, is currently a Senior Vice President at Rockefeller Capital Management. Angus West brings experience from previous roles at West Family Wealth Advisors, Spearhead Capital Advisors, LLC, Perspecta Trust and Cabot-Wellington, LLC. Angus West holds a 1979 - 1982 Juris Doctor (J.D.) @ Harvard Law School. With a robust skill set that includes Investments, Asset Allocation, Alternative Investments, Financial Analysis, Financial Planning and more. Angus West has 2 emails and 1 mobile phone numbers on RocketReach.
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