Angela oversees the firm’s marketing efforts and is focused on creating and evolving the firm’s brand as a forward-thinking leader in the RIA space. She has dedicated her career to the financial services industry, having served in communications, change management, public relations, and marketing roles in banking, business development, fintech, and RIA firms across the country.

She specializes in building holistic marketing and communications strategies that align with the firm’s goals, clearly communicating its value proposition through thought leadership content and collateral, and offering multiple interactive paths to engage with the firm. She is well-versed in all aspects of traditional and digital marketing and adept at navigating the unique challenges of marketing within a highly regulated industry.

Most recently, Angela served as director of marketing for Private Ocean, a leading RIA that was acquired by Wealthspire Advisors in November 2021. In her spare time, she is a ghost writer for multiple nationally published books.

Previous Experience

  • Director of Marketing at Private Ocean
  • Marketing Manager at FiComm Partners
  • Communications and Public Relations Manager at Procopio, Cory, Hargreaves & Savitch LLP
  • Director of Communications at Junxure
  • Communications Specialist at Junxure
  • Marketing Communications Manager at Gio Public Relations

Education & Credentials

  • BA, University of Minnesota, Communications and English Literature