Angelo joined LGT Wealth Management in 2018 working in the Operations team as a Graduate Analyst. Passionate about relationships and client interaction, he was promoted into an Advisory role where he spent 3 years working as an Adviser Assistant.
In 2023, Angelo joined two of LGT Wealth Management’s most senior partners Daniel Kogler and Sam Gray as an Associate Investment Adviser. Here, his focus is to service and maintain existing client relationships whilst creating efficiencies to facilitate growth and development within the team.
Angelo has a bachelor’s degree in Business majoring in Economics and Finance from RMIT University. He has also completed his RG146 and Foreign Exchange accreditation.
