History

Our founders began the firm in 1976, after years in academia and writing books on investing. During that time, Dr. Rugg identified the inherent conflicts of interest almost all advisors operated under as they received commissions and kick backs for suggesting products to clients. Dr. Rugg and Don Charlesworth set out to build a firm the right way, and seek to uphold the values of being a true fiduciary to all clients. 40+ years later, our team still wholeheartedly espouses these values of integrity, transparency and what it means to be a true fiduciary.

In the world today, we see a rapidly changing environment – in markets and in many aspects of our day-to-day lives.  Gone are the days of superior informational advantages of the largest financial institutions – technology is democratizing the world and practical, cost efficient solutions are the future across all industries.  An investment advisor today must understand trends affecting both our industry and the global economy.

Our firm bridges this gap between wealth management of the past and of tomorrow – for while our roots date back to 1976, we are an intergenerational advisory firm that has modernized for the future.  As students of history and the markets we learn from the past and apply our knowledge to our investment approach by building modern, cost effective portfolios rooted in both academic theory and our practical, real-world experience.  Our team’s backgrounds and expertise range from academia to the institutional arena in the areas of mutual funds, ETFs, private equity, real estate, private banking, corporate services, financial planning and fixed income trading. 

We believe there is a better approach to investing - and, when thoughtfully combined with prudent financial planning, produces better outcomes for our clients. 

We invite you to discover how we can assist you to achieve your goals. 

 

Get in touch

At WatchTower Adviors, we know that finding the right financial team that fits your needs is an important choice. That’s why we offer free consultations to talk through your needs, the scope of your goals, and what matters most to you.

Book an appointment ▸

 

Our Executive Team

 
 
 
 

PResident & CHief Compliance officer

Jon Rugg, CFA

From working at the prestigious Lee, Wooden & Ziegler LLP to opening her own practice in 2001, Angeline has represented Arts & Entertainment clients large and small for nearly 20 years. She made headlines in 2010 when she secured the “Kingston Woman” rights to songwriter Helen Jones and continues to provide the same dedication to all her clients. Practicing since the first internet boom, Angeline has hands-on experience with how technology affects the creative industry. Staying ahead of the law’s frequent changes is Angeline’s sixth sense.

 

Education

UNIVERSITY OF PENNSYLVANIA
The Wharton School of Business, B.S. Economics, 2005

Activities & Affiliations

• Chartered Financial Analyst (CFA) Charterholder
• Non-Profit Board Member
• Something else…

 
 

 
 
 

Vice PResident, Director of research

Cyrus Amini, Esq., CFA

Cyrus focuses on the various facets of law that revolve around digital media and technology, whether that’s securing patents and trademarks for wearable tech or negotiating distribution agreements for the now prolific AZL App. Prior to co-founding Harris Ingram, he managed the tech startup accounts for Lee, Wooden & Ziegler LLP. Spencer has represented and advised entrepreneurs on best legal practices for their business for over 15 years.

 

Education

BOSTON COLLEGE SCHOOL OF LAW
Juris Doctor, 2011

UNIVERSITY OF PENNSYLVANIA
B.A., Economics, 2005

Activities & Affiliations

• Chartered Financial Analyst
• New York Bar Association, Member

Bar Admissions

• New York

 
 

 
 
 

Vice PResident

Shawn Shieh, MBA, CFA, CFP

Isabel got her start working under Hugo Walters, Esq., director of the ABC Fashion Institute. She specializes in all things related to fashion law, whether that’s securing a trademark for a logo design or helping clients work through federal textile laws. Before joining Harris Ingram, she was an associate at fine arts practice Veronica Chin, PLLC. Isabel also represents fine artists, galleries, appraisers, and more on art litigation matters.

 

Education

UCLA
M.B.A, 2015

NAMELESS UNIVERSITY
B.A., Economics, 2008

Activities & Affiliations

• Chartered Financial Analyst
• Certified Financial Planner TM

Bar Admissions

• New York, California

 
 

 
 
 

Vice PResident

Shawn Shieh, MBA, CFA, CFP

Isabel got her start working under Hugo Walters, Esq., director of the ABC Fashion Institute. She specializes in all things related to fashion law, whether that’s securing a trademark for a logo design or helping clients work through federal textile laws. Before joining Harris Ingram, she was an associate at fine arts practice Veronica Chin, PLLC. Isabel also represents fine artists, galleries, appraisers, and more on art litigation matters.

 

Education

UCLA
M.B.A, 2015

NAMELESS UNIVERSITY
B.A., Economics, 2008

Activities & Affiliations

• Chartered Financial Analyst
• Certified Financial Planner TM

Bar Admissions

• New York, California

 
 
 
 

 
 
 
 
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