Trove Named Winner at Private Asset Management Awards 2025

We are proud to have won the Best Firm Culture award and received a High Commendation for Best Multi-Family Office - Client Service!

Trove Wins Best Concierge/Specialist Service Firm

We are delighted to be named best Concierge/ Specialist Service Firm 2025 by Family Wealth Report Awards!

Angela P. Simmons, CFP®

Angela is a Director in Trove’s Financial Operations group, where she leads a large, multi-disciplinary client service team. Since joining the firm in 2012, she has played a key role in shaping and delivering integrated financial solutions for ultra-high-net-worth families. 

Angela brings deep institutional knowledge and operational expertise to her work, combining strategic oversight with hands-on client engagement. She works closely with families to navigate complex financial landscapes and ensure continuity across generations. 

A respected leader, Angela leads by example, setting a high bar for excellence, accountability, and client dedication. Her approachable, team-oriented leadership style has earned the trust and respect of colleagues across the firm. She invests in the growth and development of her team, fostering a culture of collaboration, integrity, and continuous improvement. 

Angela is a Certified Financial Planner® professional and graduated magna cum laude from Bridgewater State University. She is an alumna of The Boston Foundation’s Professional Advisors Network.