Westmount Asset Management

Description

Address: 2049 Century Park E # 2500, Los Angeles, CA 90067 Phone: (310) 556-2502: : : Category: : Place name: Hours: Website: : : Website: http://www.westmount.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Westmount Asset Management Posting publicly on the Web Write a review Reviews Be the first to review

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Westmount Asset Management Employees

Employee
Years
Job
Industry
Dennis Wee Dennis Wee Greater Los Angeles Area Details
Dennis Wee's Westmount Asset Management Experience July 2012 - Present
Job Portfolio Manager
Industry Investment Management
Experience
Westmount Asset Management   July 2012 - Present
Westmount Asset Management   February 2008 - July 2012
Fisher Investments  September 2006 - January 2008

Education
University of California, Berkeley - Walter A. Haas School of Business   2002 — 2006
Business Administration / Finance

Christy Vines Christy Vines Greater Los Angeles Area Details
Christy Vines's Westmount Asset Management Experience March 1997 - March 2000
Job Adjunct Senior Fellow, American Security Project
Industry Research
Experience
The American Security Project  November 2014 - Present
Institute for Global Engagement  April 2014 - February 2015
Institute for Global Engagement  April 2013 - March 2014
The RAND Corporation  January 2011 - March 2013
The RAND Corporation  October 2010 - January 2012
First 5 LA Partnerships for Families Initiative   January 2006 - July 2009
The Center for Nonprofit Management   April 2004 - December 2005
Westmount Asset Management   March 1997 - March 2000
Deloitte & Touche  November 1995 - February 1997
Collins & Associates  March 1992 - October 1995

Skills
Non-profit Board..., Non-profit Experience, Non-profit Consulting, Public Policy, Strategic Communications, Nonprofits, Community Outreach, Program Management, Policy, Capacity Building, Leadership, Organizational..., Qualitative Research, Program Evaluation, Research, Policy Analysis, Grants, Philanthropy, Fundraising, Risk Management, Economic Development, Management, Social Entrepreneurship, Grant Writing, Non-profits, Public Relations, International..., Human Rights, Strategy, Corporate Social..., International Relations, Politics, Strategic Partnerships

Education
John F. Kennedy School of Government, Harvard University   2009 — 2010
M.A, Public Administration

University of California, Riverside   1989 — 1991
B.A, Sociology

Stanford University   1987 — 1989

Michael Hart Michael Hart Greater Los Angeles Area Details
Michael Hart's Westmount Asset Management Experience March 2014 - March 2015
Job Managing Director at Camden Capital
Industry Financial Services
Experience
Camden Capital  March 2015 - Present
Westmount Asset Management   March 2014 - March 2015
US Bank  February 2009 - July 2013
Bank Leumi  April 2008 - November 2008
Wells Fargo  January 1992 - April 2008
wells fargo  1997 - 2004
wells fargo  1993 - 1997

Skills
Wealth Management, Portfolio Management, Investments, Banking, Private Banking, Strategic Financial..., Bonds, Financial Services, Wealth Management..., Investment Strategies, Commercial Lending, Asset Management, Finance, High Net Worth..., Investment Management, Loans, Commercial Banking, Asset Allocation, Credit, Wealth, Management, Leadership, Negotiation, Credit Analysis, Securities, Mutual Funds, Series 7, Risk Management, Mortgage Lending, Small Business Lending, Investment Advisory, Alternative Investments, Relationship Management, Insurance, Capital Markets, Fixed Income, Treasury Management, Equities, Financial Advisory, Asset Managment, Private Equity, Cash Management, Financial Analysis, Series 63, Financial Risk, Investment Banking, Corporate Finance, Retirement Planning, Hedge Funds, Credit Risk

Education
University of Virginia   2005 — 2007
Post Graduate Studies, graduate school of bank management

University of California, Berkeley   1984 — 1988

Scott Fellmeth Scott Fellmeth Greater Los Angeles Area Details
Scott Fellmeth's Westmount Asset Management Experience April 2014 - Present
Job Senior Portfolio Manager at Westmount Asset Management
Industry Investment Management
Experience
Westmount Asset Management   April 2014 - Present
Camden Capital  February 2012 - March 2014
Luminous Capital  June 2009 - February 2012
Morgan Stanley Smith Barney  June 2008 - September 2008

Skills
Portfolio Management, Financial Analysis, Due Diligence, Investments, Mergers & Acquisitions, Business Development, Asset Allocation, Management, Entrepreneurship, Sales, CRM, Private Equity

Education
University of Southern California   2005 — 2009
B.S., Business Administration, Corporate Finance

Lori Forthmann Lori Forthmann San Francisco, California Details
Lori Forthmann's Westmount Asset Management Experience October 2008 - June 2012
Job Vice President True Capital Management investment management for athletes and high net worth individuals
Industry Investment Management
Experience
True Capital Management  October 2012 - Present
Westmount Asset Management   October 2008 - June 2012
Forthmann Capital Management   January 2005 - September 2008
Merrill Lynch  January 2000 - December 2004

Skills
Private Wealth..., Financial Planning, Asset Allocation, Tactical Asset..., Alternative Investments, Athletes

Education
UC Berkeley
BA, Political Science

Gonzaga University, Florence Italy
Study Abroad, Language Studies

St. Rose Academy, San Francisco
High School

Michael Amash Michael Amash Los Angeles, California Details
Michael Amash's Westmount Asset Management Experience September 2002 - Present
Job Senior Vice President at Westmount Asset Management ~ Specializing in financial planning and investment management.
Industry Investment Management
Experience
Westmount Asset Management   September 2002 - Present
Charles Schwab  April 1995 - December 2001

Education
UC Irvine   1987 — 1991
Bachelor of Arts (BA), Economics

Elizabeth Rahn Elizabeth Rahn Los Angeles, California Details
Elizabeth Rahn's Westmount Asset Management Experience September 2012 - May 2013
Job Vice President, Senior Portfolio Manager at Northern Trust
Industry Financial Services
Experience
Northern Trust  June 2013 - Present
Westmount Asset Management   September 2012 - May 2013
Artio Global Investors  February 2008 - March 2012
Bernstein Global Wealth Management  September 2001 - February 2008

Skills
Investment Management, Asset Allocation, Wealth Management..., Multi-generational..., Multi-generational..., Retirement Planning, Charitable Gift Planning, Charitable Trusts, Charitable Remainder..., Charitable Gift..., Philanthropy

Education
University of California, Los Angeles - The Anderson School of Management   2006 — 2008
MBA, Finance and Financial Management Services

Columbia University in the City of New York   1997 — 2001
Bachelor of Arts (BA), French Language and Literature

Joan Corbett Joan Corbett Greater Los Angeles Area Details
Joan Corbett's Westmount Asset Management Experience March 1997 - July 2000
Job Controller
Industry Architecture & Planning
Experience
Green Paradise Landscaping, Inc.   December 2002 - Present
Westmount Asset Management   March 1997 - July 2000
Princess Cruises  November 1992 - March 1997

Skills
Forecasting, Financial Reporting, Payroll, Project Planning, Budgets, Variance Analysis, Analysis, Cash Flow

Education
California State University-San Bernardino   1987 — 1989

Walter Mercer Walter Mercer Toronto, Canada Area Details
Walter Mercer's Westmount Asset Management Experience April 2000 - March 2009
Job at
Industry Hospitality
Experience
Mendoza's Steak & Seafood Restaurant   March 2015 - Present
Corrados Restaurant   May 2014 - March 2015
Great Blue Heron Casino  February 2014 - October 2014
Kingsway Arms Retirement Home   April 2013 - February 2014
Osteria dei Ganzi Casual Italian Bistro   January 2013 - July 2013
InterContinental Hotels Group  June 2010 - January 2013
Westmount Asset Management   April 2000 - March 2009
CN Tower  March 1990 - April 1996

Skills
BLAK BELT IN AIKIDO, Culinary arts cooking, Computer Science, Photography, ElectronicTechnician, Truck driver, PRE- VOCATIONAL..., Menu Development, Cooking, Recipes, Food, Banquets, Sauces, Chef, Food Preparation, Fine Dining, Dinners, Cuisine, Culinary Skills, Pre-opening, Food & Beverage, Restaurant Management, Catering

Education
Memorial University of Newfoundland   1984 — 1986
Psychology

GONZAGA REGIONAL HIGH SCHOOL   1980 — 1983
GRADE 12 DIPLOMAS

Lisa Carrillo Lisa Carrillo Redondo Beach, California Details
Lisa Carrillo's Westmount Asset Management Experience September 2013 - Present
Job Senior Portfolio Manager at Westmount Asset Management
Industry Investment Management
Experience
Westmount Asset Management   September 2013 - Present

Skills
Asset Allocation, Capital Markets, Wealth Management, Investment Management, Investment Strategies, Portfolio Management, Hedge Funds, Asset Management, Financial Markets, Derivatives, Manage Client..., Team Restructuring, Mentoring, Institutional, Pension Funds, Equities, Structured Products, Bonds, Options, Fund Of Funds, Investment Advisory, Valuation, Client Services, Equity Derivatives, Business Development, Mutual Funds, Currency, Bloomberg, Emerging Markets, ETFs, Series 63, Finance, Equity Research, High Yield, Hedging, Separately Managed..., Chartered Financial..., Quantitative Finance, Financial Risk, Alternative Investments, Fixed Income, LDI, Transition Management, Building New Business

Education
University of California, Los Angeles   1993 — 1997

Taylor Levin Taylor Levin Greater Los Angeles Area Details
Taylor Levin's Westmount Asset Management Experience June 2012 - August 2012
Job Sales Consultant: Bentley, Maserati, Rolls Royce
Industry Automotive
Experience
Rusnak Auto Group  June 2015 - Present
SRS Real Estate Partners  October 2014 - June 2015
SRS Real Estate Partners  May 2014 - August 2014
Western Retail Advisors  September 2013 - May 2014
Westmount Asset Management   June 2012 - August 2012

Skills
Customer Service, Microsoft Word, Microsoft Office, Retail, Microsoft Excel, Teamwork, PowerPoint, Facebook, Marketing, Product Marketing, Bookkeeping, Google Earth, CA Real Estate License, Automobile, Sales, Automotive, Social Media, Event Planning, Leadership, Public Speaking, Social Networking

Education
Arizona State University, W. P. Carey School of Business   2011 — 2015
Finance, Finance, Sophomore

St. Francis High School   2007 — 2011
Graduated

Darren Lance Darren Lance Santa Barbara, California Area Details
Darren Lance's Westmount Asset Management Experience June 2012 - September 2012
Job Clinical Development Intern at Allergan
Industry Biotechnology
Experience
Allergan  June 2015 - Present
Abercrombie & Fitch  January 2013 - September 2013
Westmount Asset Management   June 2012 - September 2012

Skills
Team Leadership, Sales, Marketing, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Time Management, Teamwork, Social Media, Social Networking, Research, Pharmaceutical Industry

Education
University of California, Santa Barbara   2013 — 2017
Bachelor's Degree, Cell and Developmental Biology, Junior

San Marino High School   2009 — 2013
High School

Robert Ravanshenas Robert Ravanshenas Los Angeles, California Details
Robert Ravanshenas's Westmount Asset Management Experience June 2013 - July 2013
Job Associate at Maven Ventures
Industry
Experience
Maven Ventures VC & Incubator   June 2015 - Present
BNP Paribas  June 2014 - August 2014
Westmount Asset Management   June 2013 - July 2013
InviteUp   May 2012 - August 2012

Skills
Entrepreneurship, Early-stage Startups, Venture Capital, Research, Statistics, PowerPoint, Microsoft Excel, Foreign Languages, Python, Piano, Teaching, Piano Playing, Matlab, Customer Service, Event Planning, Data Analysis, Teamwork, Spanish, Leadership, Public Speaking, Networking, Marketing

Education
Duke University   2011 — 2015
Bachelor of Science (B.S.), Economics, Markets and Management Studies

Universidad del Salvador   2013 — 2013
Political Economy

Milken Community High School   2007 — 2011

Parke Robbins Parke Robbins Boulder, Colorado Details
Parke Robbins's Westmount Asset Management Experience May 2013 - June 2013
Job Student at University of Colorado Boulder
Industry
Experience
University of Colorado Boulder  August 2010 - Present
Alpine Bank of Colorado  June 2013 - August 2013
Westmount Asset Management   May 2013 - June 2013

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Social Media, Public Speaking, English, Java, HTML

Education
University of Colorado at Boulder   2010 — 2014
Bachelor of Arts (BA), Economics (International Emphasis)

Patricia Kraemer, CFA Patricia Kraemer, CFA Greater Los Angeles Area Details
Patricia Kraemer, CFA's Westmount Asset Management Experience 2000 - Present
Job Vice President at Westmount Asset Management
Industry Financial Services
Experience
Westmount Asset Management   2000 - Present
Deutsche Bank  1999 - 2000
Bankers Trust  1994 - 1999
Wilshire Associates  1992 - 1994
TRW  1986 - 1992

Education
California State University-San Bernardino

Christina Barren, CAIA Christina Barren, CAIA Greater Los Angeles Area Details
Christina Barren, CAIA's Westmount Asset Management Experience April 2015 - Present
Job Senior Portfolio Manager at Westmount Asset Management
Industry Financial Services
Experience
Westmount Asset Management   April 2015 - Present
Morgan Stanley Investment Management  January 2014 - March 2015
Corbin Capital Partners  April 2012 - December 2013
Nuveen Investments  March 2005 - April 2012
Reed Conner & Birdwell   2004 - 2005
Wilshire Associates  2003 - 2004
Kayne Anderson Rudnick  June 2002 - August 2002

Skills
Series 7, Investments, Hedge Funds, Alternative Investments, Institutional Sales, Fund Of Funds, Series 66, Institutional Investors, Equities, Financial Modeling, Mutual Funds, Bloomberg, Uniform Combined State..., Asset Management, Portfolio Management, Fixed Income, ETFs, Asset Allocation, Investment Strategies, Equity Research, Institutional..., Investment Management, Securities, Series 63, Trading, Capital Markets, Financial Markets, Investment Advisory, Wealth Management, Bonds, Separately Managed..., Derivatives, Series 24, Emerging Markets

Education
University of Colorado at Boulder - Leeds School of Business   1999 — 2003
B.S.

James Berliner James Berliner Greater Los Angeles Area Details
James Berliner's Westmount Asset Management Experience January 1990 - Present
Job President at Westmount Asset Management ~ Specializing in financial planning and investment management.
Industry Investment Management
Experience
Westmount Asset Management   January 1990 - Present
United States Attorney's Office  February 1983 - November 1988
Hufstedler, Miller, Carlson & Beardsley   September 1980 - February 1983

Skills
Private Wealth..., Financial Planning, Asset Allocation, Tactical Asset..., Alternative Investments

Education
Brown University
B.A., Public Policymaking, Magna Cum Laude

Harvard Law School
J.D., Cum Laude

Brandon Finkelstein Brandon Finkelstein Los Angeles, California Details
Brandon Finkelstein's Westmount Asset Management Experience June 2014 - July 2014
Job Investment Banking Summer Analyst at B. Riley & Co.
Industry
Experience
B. Riley & Co.   May 2015 - Present
Westmount Asset Management   June 2014 - July 2014
Westmount Asset Management   May 2013 - July 2013
Westmount Asset Management   May 2013 - July 2013
Del Shaw Moonves Tanaka Finkelstein & Lezcano  November 2010 - March 2011
Razorgator  June 2010 - August 2010

Skills
Microsoft Excel

Education
University of Michigan   2012 — 2016

University of Michigan