Our Team

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Our Team

Our Team

Our culture of collaboration sets us apart

Teamwork, communication and transparency are our core values.

At Ares Wealth Management Solutions (AWMS), our goal is to forge long-term partnerships with advisors and their clients by listening, understanding and supporting their long-term investment goals. Our team of private markets specialists work hand in hand with advisors to help them determine the role that private markets can play in their clients’ portfolios.

Connecting you with educational tools and insights

Our Financial Advisor Solutions Team (FAST) is your resource for investing in the private markets. The team offers premium tools, leading market insights and asset allocation experience to help you master private markets investing. Please contact your regional sales director to learn more about how FAST can serve as a resources for you and your practice.

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Employees
First NameLast NameCorporate TitleLocation
LizJonesManaging DirectorNew York
RajDhandaPartner, Global Head of Wealth ManagementDenver
EricJohnsonManaging Director Denver
JeffTaylorPartner, Global Chief Operating OfficerDenver
ChristinaAdamsonPartner, Co-Head of DistributionDenver
CaseyGalliganPartner, Co-Head of DistributionDenver
JillMozerPartner, Head of Ares Real Estate ExchangeDenver
RaleighStrobelPrincipal, Regional DirectorMissouri
EricWolffPrincipal, Regional DirectorPennsylvania
AmberIngramPrincipalDenver
CarlinCalcaterraManaging Director, Co-Head Financial Advisor Solutions TeamDenver
BrendanMcCurdyManaging Director, Co-Head Financial Advisor Solutions TeamDenver
MollyDuffManaging DirectorLos Angeles
KellyBridenManaging Director, Head of MarketingDenver
HenryLeePartner, Head of AsiaHong Kong
NeilHoyneManaging DirectorLondon
OmarRaufPrincipalLondon
LindsaySchneiderManaging DirectorNew York
CharlesGans-LarteyManaging DirectorNew York
LukeThackerPrincipal, Regional DirectorTexas
ChristopherSwensenPrincipalNew York
KristinaTunickPrincipal, Regional DirectorDenver
MarkSerocoldPartner and Head of EMEALondon
BoscoLeePrincipalHong Kong
TeikiBenvenisteManaging DirectorSydney
AndyRussoPrincipal, Regional DirectorNew York
ChafenDeLaoVice President, Regional DirectorDallas
ChristopherGilpinVice President, Regional DirectorDenver
ChristopherMarxVice President, Regional DirectorNew York
DanFeathersVice President, Regional DirectorDenver
FernandoMuñozVice President, Regional DirectorFlorida
HaleySorensenPrincipal, Regional DirectorDenver
JasonRolandVice President, Regional DirectorNorth Carolina
JDLindertVice President, Regional DirectorWashington
JoeRosanoVice President, Regional DirectorMassachusetts
KatieFlorenceVice President, Regional DirectorMassachusetts
RobCannonPrincipal, Regional DirectorDenver
SharaWallaceVice President, Regional DirectorMichigan
ConnorErvinVice President, Regional DirectorDenver
SethCadanPrincipalNew York
AshishJainManaging Director, Head of Southeast AsiaSingapore
DrewShieldsVice President, Regional DirectorMinnesota
LoganWoehlVice President, Regional DirectorDenver
BrookWuPrincipalCalifornia
AvaPanteliPrincipalNew York
EllieKnottPrincipalDenver
TylerWilsonPrincipalDenver
TimKellyVice President, Regional DirectorDenver
AlexandraAugustPrincipalBoston
JordanSheinkopVice PresidentNew York
ClaudiaBarozziPrincipal and Head of International Marketing and BrandingLondon
BridgetteLococoVice PresidentDenver
J.P.GarofaloVice PresidentCalifornia

Let’s Start a Conversation

Talk to us about how we can help you when
it comes to private markets investing.

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Please read the applicable Ares Fund or Real Estate Income Trust ("REIT") Prospectus prior to making any investment decision and consider carefully the REIT’s or Funds’ investment objectives, risks, charges, expenses and other important information described therein. A copy of the REIT and Funds Prospectuses, which contain this and other information about the REIT or Fund, must be made available to you in connection with any offering of the Shares. Click here to view the REIT and Funds' Prospectuses. The REIT and Funds prospectuses do not constitute an offer to sell securities, nor a solicitation of an offer to buy their Shares in any state where the offer or sale is not permitted.

Ares Wealth Management Solutions does not offer investment advice. Individuals should consult a professional investment advisor.

Investments in the Ares Private Markets Fund, Ares Strategic Income Fund, or Ares REITs are not suitable for all investors. Investing in shares of the Funds or REITs involves a high degree of risk, including the risk that payment of distributions is uncertain and cannot be guaranteed, the risk that an investment is not liquid, and the risk that stockholders may lose the entire amount of their investment. Please review the AREIT Summary Risk Factors and the Prospectus, AIREIT Summary Risk Factors and the Prospectus, and the APMF Summary Risk Factors and the Prospectus, and the ASIF Summary Risk Factors and the Prospectus for a complete list of the risks associated with the REITs, Ares Private Markets Fund, and Ares Strategic Income Fund investments.

No offering is made except by a prospectus filed with the Department of Law of the State of New York. Neither the SEC nor any other state securities regulator has approved or disapproved of the securities described in the prospectus or determined if the prospectus is truthful or complete. In addition, the Attorney General of the state of New York has not passed on or endorsed the merits of the offering. Any representation to the contrary is a criminal offense. Fund and REIT shares will be offered to the public through Ares Wealth Management Solutions, LLC, member of Financial Industry Regulatory Authority (FINRA) and SIPC, which will act as the dealer manager, and through other members of FINRA or with the assistance of registered investment advisors.

Check this firm’s Form CRS Customer Relationship Summary.

Check the background of this firm on FINRA’s Broker Check.

Our prospectuses are provided in Adobe PDF format. The Adobe Reader software can be downloaded here.

NOT A DEPOSIT • NOT FDIC INSURED • NOT GUARANTEED BY THE BANK • MAY LOSE VALUE • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY

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AccessAres is the thought-leadership and educational division of Ares Wealth Management Solutions. The materials distributed by AccessAres are for informational purposes only and do not constitute investment advice or a recommendation to buy, sell or hold any security, investment strategy or market sector. Ares Wealth Management Solutions is a global brand of Ares Management Corporation.