Westmount Partners Management Team
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Westmount Partners
Summary
Westmount Partners is a private company that has been in the industry for 35 years. The company currently specializes in the Financial Services area. The position of the President is occupied by James Berliner. Its headquarters is located at Los Angeles, California, USA. The number of employees ranges from 100 to 250. The annual revenue of Westmount Partners varies between 5.0M and 25M. To connect with Westmount Partners employee register on SignalHire.
Industries
Financial Services
Headquarters Location
Employees Size
10-50 employees
Specialties
Financial Planning, Asset Management, Wealth Management, Legacy Planning, Private Alternatives, Investment Advisory, Retirement Planning
SIC Code
6199
DMA Code
Los Angeles Metropolitan Area
Founded
1990
Estimated Annual Revenue
$5.0M - 25M
Operating Status
Independent Company
Competitors
Founded | Type | Employees | Revenue | Funding | |
|---|---|---|---|---|---|
| 1991 | Privately Held | 25 - 100 | 8.3M | $0 | |
| 1987 | Privately Held | 10-50 | < 1M | $0 | |
| - | - | 25 - 100 | 3.9M | $0 | |
| 2009 | Privately Held | 1-10 | - | $- | |
| 1985 | - | 10-50 | - | $- |
Employees Turnover 3 quarter 2025
Number of employees switched from or switched to
Total number all of employee turnover
Length of Employment
Employee tenure at Westmount Partners shows a diverse range of experience levels:
3% have been with the company for less than 1 year14% for 1–2 years9% for 3–4 years14% for 5–7 years11% for 8–10 years49% have over 11 years of service at Westmount PartnersEx-employees positions
In Company
In New Company
Contact top employees from
Westmount Partners
Alyssa Padron Venegas
Client Engagement Specialist
Cory Davenport
Advisor
Scott Fellmeth
Partner, Head of family office services
Michael Cannone
Partner, Managing Director
Michael Amash
Partner, President
Chris Werner
Chief Operating Officer/Chief Compliance Officer
Terrence Demorest
Partner, Chief Investment Officer - Public Markets and ESG
Ashleigh Dyson
Partner, Senior Advisor
Christina Barren
Senior Portfolio Manager
Denis Massey
Partner
Patricia Kraemer
Vice President
Lisa Painter
Senior Portfolio Manager
James Berliner
President and Chief Investment Officer
Arielle Anderson
Partner
Robert Berliner
Chairman
Jacqueline Boktor
Director of Finance and Administration
Maria Sampera
Administrative Assistant
Dimitri Krikelas
Partner & Chief Investment Officer of Private Markets
Carlos Anleo
Operations Manager
Julie Yoon
Advisor
Samuel Pecka
Senior Research Analyst
Felicia Chang
Director of Wealth Strategy
Joseph Doan
IT Business Analyst
Natalie Glover
Senior Associate
Sanaa Kamal
Compliance Manager
Shiza Khan
Relationship Specialist
Jessica Bobb
Accounts Receivable Specialist
Michael Burr
Relationship Specialist
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FAQ
Westmount Partners operates in the Financial Services industries. More details can be found on the official website: westmount.com.
The headquarters of Westmount Partners are located in Los Angeles, United States.
The current CEO of Westmount Partners is James Berliner
You can contact Westmount Partners by phone at 310-556-2502.
Westmount Partners currently employs 10-50 people.
Westmount Partners's revenue is approximately 5M.
Well-known competitors of Westmount Partners include Camden Asset Management, L.P., Santa Barbara Asset Management, Platinum Property Management Group and Lighthouse Wealth Management.
