As the team’s Chief Operating Officer, Angela’s primary focus is the integration and management of all aspects of the client experience. She works closely to deliver extraordinary client service and to build trustworthy and reliable relationships with every client of the Dillig Bowen Group.
Angela manages the daily operations of the team, including investment program execution, performance reporting and ongoing custodial relationships. She communicates with each family regularly to maintain their personal balance sheet, which includes assets not under the team’s management. This helps inform our investment professionals when making allocation decisions. Angela also oversees our tax reporting efforts. She acts as liaison between our client and their Certified Public Accountant (CPA) in an effort to streamline the process and reduce the burden on all parties.
Angela has been working with ultra-high net worth families for over 14 years and joined the Dillig Bowen Group in 2012 from Morgan Stanley Smith Barney.
Angela graduated with honors from DePaul University in Chicago with a Bachelor’s degree in Finance. She currently resides in Downers Grove, IL with her husband, son and two dogs.