Mr. Angle joined Fieldpoint Private Securities, LLC in 2020, as a member of an integrated team that advises wealthy families and their related business and philanthropic enterprises, on all aspects of family wealth planning and institutional asset management, governance and policy.

“It starts with what is most important to the family, digging into what they are passionate about. Our mission is to help client families and institutions articulate that in the form of their own missions, their intentions, and their dreams, while aligning these with their investment portfolios and every element of their financial pictures. The conversation changes significantly when we talk about a family wealth mission statement, philanthropic intent, and next generation financial education – it is very fulfilling for us as a team to see the outcome, which is what we are passionate about – serving clients to the best of our abilities.

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