Angela is an experienced advisor with well over two decades’ experience advising substantial families and family offices on sophisticated investment strategies with implementation focused on managing risk, liquidity, and, where appropriate, socially responsible and impact investments.
Angela brings a unique experience and skillset to families regarding family business succession planning, family governance, legacy, and intergenerational wealth planning.
Angela began her career at J.P. Morgan Private Bank (Morgan Guaranty Trust) in 2000, deepened her experience as one of the few select Family Office Consultants at UBS, subsequently joining Rockefeller Global Family Office in 2023 along with her team and clients tapping into the unique and deep family office experience of John D. Rockefeller and the 140- year family legacy.
Angela served on the Board of Directors of a mission-driven company, Jumia (JMIA) from pre-IPO to being on a pathway to profitability. In the non-profit space, she has served 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, and Pharrell’s Yellow. Former Boards include the Doris Duke Charitable Foundation (Chair Investment Committee $2B), UN Foundation Global Entrepreneurs Council, Grassroot Soccer, and the SDG Health Alliance to name a few.
Angela is a frequent speaker on the financial and economic environment and has been featured in the financial media in the US, Asia, and Australia, 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 key events and conferences across the US.
Angela earned an M.B.A. from Johnson Graduate School of Management at Cornell University and an M.A. in Linguistics and Literature 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.
