Angus West Email & Phone Number
Senior Vice President @ Rockefeller Capital Management
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Angus West Location
- Boston, MA, US
Angus West Work
- 2023 -now Senior Vice President @
- 2017 -now Financial Advisor @ West Family Wealth Advisors
- 2020 -2023 Senior Consultant @ Spearhead Capital Advisors, LLC
- 2016 -2017 Senior Wealth Strategist @
- 2002 -2015 Executive Director @ Cabot-Wellington, LLC
- 1999 -2002 Portfolio Manager @
- 1987 -1999 President and C.E.O. @ Parker & West Management, Inc.
- 1982 -1987 Attorney at Law @
- 1977 -1979 Investment Analyst @
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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