Philip J. DeAngelo
OSJ, Managing Director of Wealth Management
Philip J. DeAngelo, Owner and Managing Director of Focused Wealth Management – An SEC Registered Investment Advisor, with offices at 216 Route 299 Highland, NY. Philip is a Registered Principal with Securities America Inc. and is Chairman of Focused Wealth Management’s Investment Committee.
Phil was recently named 19th among Rep. Magazines and WealthManagement.com’s Top 50 NextGen Independent Broker/Dealer Advisors.
Mr. DeAngelo graduated from Pace University with a degree in Economics. He completed and received certificate from the Wharton School of Business’s Aresty Institute of Executive Education.
Phil holds his Series 7, 66, and 24 licenses. He has been engaged in Money Management for the past 18 years. Through the years, Phil has been featured in FA Magazine, Institutional Investor, Investment News, Rep. Magazine, Seeking Alpha, The Wall Street Journal, and Wealth Management. Previous to employment at Focused Wealth Management and Passante Associates, LLC Phil traded for Morgan Stanley.
As well as building and developing strategic client relationships with Individuals, Not For Profits, Unions, Pensions, Endowments and Trustees, Mr. DeAngelo manages the firm’s model portfolios and is Chairman of the FWM Investment Management Committee.
Phil currently serves on the Board of Directors of The Powelton Club as Vice President. He is a co-founder of The Mount Saint Mary College Invitational Tennis Tournament, The Jawonio Tennis Tournament and also co- founder of the RiverView Run for Parkinson’s research. Phil is also an active runner for Team Fox, and member of the Michael J. Fox Foundation.
He resides in Orange County, New York, with his wife Tina and their Daughter Mariella.
Specialties: Managing Endowements and Non- For-Profit Pension and Retirement Funds.