Angela is an experienced advisor of over two decades advising substantial families on sophisticated investment strategies with implementation focused on helping to manage risk, liquidity and, where appropriate, socially responsible and impact investments. In addition, Angela brings a unique experience and skillset to families regarding family business succession planning, family governance, legacy and intergenerational wealth planning, and impactful philanthropy. Angela began her career at J.P. Morgan Private Bank (Morgan Guaranty Trust) in 2000 and deepened her skillset and experience at Lehman Brothers Private Investment Management, and as one of the few select Family Office Consultants at UBS. Angela and her team joined Rockefeller Global Family Office in 2023 tapping into the unique and deep family office experience of John D. Rockefeller and the 140-year family legacy.
Angela serves on the Board of Directors of Jumia, as Chair of the College Leadership Council of the Cornell S.C.Johnson College of Business, the Board of Directors of Grace Farms Foundation, Project Drawdown, Summit Junto, LLC, and Pharrell’s Yellow.
Angela is a frequent speaker on the financial and economic environment and has been featured in the financial media in the US, Asia, Australia, and Europe on Bloomberg and CNBC, as well as in print media such as Forbes, Barron’s, and Bloomberg Businessweek. Angela is also a sought-after speaker on sustainable and impact investing and generational wealth at prestigious events and conferences across the US. Angela is a member of the Social Investment Forum and the Economic Club of New York.
Angela earned an M.B.A. from Johnson Graduate School of Management at Cornell University and an M.A. in Linguistics from the University of Konstanz, Germany. Angela lives with her husband and son between Brooklyn and Ithaca, is fluent in German, and enjoys pushing boundaries having run six marathons and scaled Mt. Kilimanjaro.