JB
James Berliner
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Work Experience
N/A
Jan 1990 - Present · 34 years and 11 months
Board Chair Emeritus
Mar 2010 - Present · 14 years and 9 months
Assistant U.S. Attorney
Feb 1983 - Nov 1988 · 5 years and 9 months
Company Details
11-50 Employees
In LA, you have numerous wealth management firms to choose from. We’re quite different from most of them. Since we established Westmount in 1990, our vision has been clear. Be an incubator for innovative thinking, whether that’s being one of the earliest firms to adopt a business model that puts clients’ interests first, embracing alternative investments like real estate and private debt, or providing leading-edge financial planning. There’s something else: our people. Westmount strives to be a magnet for the top young talent in wealth management by providing thoughtful mentoring, a supportive environment for growth and the freedom to pursue fresh new ideas on behalf of our clients. That mindset has allowed us to assemble one of the sharpest, most dynamic advisory teams in LA. Ultimately, our goal is to be LA’s “go to” firm. So far, so good. Our clients represent a broad cross-section of the city’s most successful people. Our exceptional team continues to grow. If what we’re about speaks to you, we should talk.
Year Founded
1990
Social Media
Linkedin
Industry
Investment Management
HQ Location
2049 Century Park East Suite 2500 Los Angeles, CA 90067, US
Keywords
Financial PlanningAsset ManagementWealth ManagementLegacy PlanningPrivate AlternativesInvestment AdvisoryRetirement Planningand Legacy planning
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