, San Rafael
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 industry. She has dedicated her career to the financial services industry, having served in communications, change management, public relations and marketing roles in banking, B/D, fintech, and RIA firms across the country. She specializes in building holistic marketing and communications strategies that align with the firm’s goals, clearly communicate its value proposition through thought leadership content and collateral, and offer 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 worked for FiComm Partners, a marketing agency serving financial advisors and fintech firms. She has been with Private Ocean since 2018 and in her spare time is a ghost writer for multiple nationally published books.
- BA in Communications and English Literature, University of Minnesota