Today we're going in depth with Jonathan Foster. Jon is the president and CEO of Angeles Wealth Management. He's had a long career in wealth and an interesting family legacy, and as a result, has great stories to tell.
In this episode you’ll learn:
Timestamps:
00:00 - Introduction
01:16 - How playing squash led to Jon’s first job
04:40 - What he tells kids who are sent to talk with him about a career on Wall Street
05:53 - Why it’s important to avoid shortcuts and when to say no to your boss
08:00 - Leaving Wall Street and starting his first advisory business + the one rule he knew he needed to follow
10:15 - What Jon thinks about when recruiting and accumulating talent
15:17 - Key lessons learned through his journey from starting his first business to Angeles Wealth today
26:17 - Why Jon thinks betting on people is important
28:19 - How his own family legacy impacts Jon’s view of the world, and how he applies that to clients
28:45 - Work Ethic Rapid Fire Questions
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Connect with Ethic on LinkedIn (https://www.linkedin.com/company/ethic)
Find out more about Jon and Angeles Wealth (https://www.angelesinvestments.com/our-team-private-wealth/jonathan-r-foster
Connect with Jon on LinkedIn (https://www.linkedin.com/in/jonathanrfoster)
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Welcome to Work Ethic, a new interview series that features candid, in-depth conversations with leaders shaping the future of wealth. Guests share not only the strategies behind their success — from scaling billion-dollar startups to future-proofing century-old firms — but also the personal stories, leadership lessons, and pivotal decisions that defined their journeys.