Angus joined HB Wealth in October 2025 as a Trading Associate. He is a member of the Investments Team who works closely with Portfolio Managers and collaborates with Financial Advisors to help clients achieve their financial goals. In addition to supporting day-to-day trading operations, he assists fixed income traders with post-trade bond allocation/reconciliation.
Before joining HB Wealth, Angus spent 3 years working at SEI Investments in Pennsylvania. There, he worked on the Separately Managed Accounts team.
Angus earned his Bachelor’s degree in Business Management from the University of Connecticut and went on to earn his Master’s in Business Analytics from Southern New Hampshire University. In his spare time, Angus enjoys spending time with friends and family.