Angeles Investments has named co-founder Howard Perlow as the investment firm’s first CEO and promoted David Brief to the newly created position of head of OCIO.
Perlow co-founded Santa Monica, California-based Angeles Investments, which has approximately $6 billion in discretionary assets and $32 billion in advisory assets, with CIO Michael Rosen in 2001. Prior to founding Angeles, Perlow began his career at Wilshire Associates, followed by founding and operating Asset Strategy Consulting.
“Howard’s dedication in leading the organization, the relationships he holds with clients and colleagues, and his innovative, solution-oriented thinking has enabled him to seamlessly take on this new role,” Rosen said in a release. “Paired with David’s leadership and expertise across the OCIO industry, Angeles has a promising future ahead.”
Brief joined Angeles Investments in 2018 as senior managing director and has specialized in educating nonprofits about the benefits of outsourced investment management. Before joining the firm, he was CIO of the Jewish Federation of Metropolitan Chicago, helping the endowment’s portfolio grow to a $1.1 billion pool of investment assets belonging to several dozen nonprofits from a $350 million internal investment program.
Prior to working at the Jewish Federation of Metropolitan Chicago, Brief was a principal in investment consulting services firm Ennis Knupp & Associates, before becoming a senior consultant at benefits and human resources consulting firm Segal Rogerscasey. He started his career as a senior consultant at Ibbotson Associates.
“I’ve seen this organization change and grow over the years,” Perlow said in a release, “Moving David into the newly created head of OCIO role is a strong statement of our commitment to this business, and to our clients, for the years to come.”
Tags: Angeles Investments, CEO, chief executive officer, David Brief, Howard Perlow, Michael Rosen, OCIO