Westmount Partners, LLC

Samuel Attianese is a financial advisor at Westmount Partners, LLC in Los Angeles, CA, holding a Series 65 credential with one year of industry experience. His prior work includes roles at Draper Dragon, Shop Meta, the Ultimate Fighting Championship, and Lululemon Athletica, Inc. Westmount Partners provides investment advisory and discretionary portfolio management services to individual and institutional clients, including pension plans, non-profits, and corporations. The firm primarily uses mutual funds and managed strategies tailored to client objectives, and it is notable for its role as a private fund adviser and sub-advisor managing multi-manager private funds.

James Berliner is a financial advisor at Westmount Partners, LLC with 36 years of industry experience. He worked at Westmount Asset Management for 21 years prior to his current role. Westmount Partners provides investment advisory, portfolio management, and financial planning services to individual and institutional clients. The firm emphasizes tailored asset allocation using mutual funds and managed strategies, and it offers alternative investments through private and interval funds while managing pooled investment vehicles and private fund advisory services.

Cory Davenport is a CFP® with eight years of industry experience, currently serving at Westmount Partners, LLC in Los Angeles, CA. He has previously worked at Northwestern Mutual and Westmount Asset Management, LLC. Westmount Partners, LLC provides investment advisory and discretionary portfolio management services to a range of individual and institutional clients. The firm uses mutual funds and managed strategies to tailor asset allocation according to client objectives and manages alternative investments through private and interval funds.

Sean Cauvel is a CFP® with 17 years of industry experience. He is currently with Westmount Partners, LLC and previously worked at Westmount Asset Management for four years. Westmount Partners, LLC provides investment advisory and portfolio management services to individual and institutional clients, including pension plans, non-profits, estates, and corporations. The firm manages portfolios using mutual funds and managed strategies tailored to client objectives and is notable for its role as a private fund adviser and sub-advisor managing multi-manager private funds.

Eric Lin is a financial advisor at Westmount Partners, LLC with three years of industry experience. He holds a Series 65 designation and has worked at Westmount Asset Management since 2022. Prior to that, he was employed at Clever Care Health Plan and attended Occidental College. Westmount Partners, LLC provides investment advisory, discretionary portfolio management, and financial planning services to individual and institutional clients. The firm constructs portfolios using mutual funds and managed strategies, includes private and interval funds for alternative exposure, and manages multi-manager private funds launched since 2019.

Dennis Wee is a financial advisor at Westmount Partners, LLC with 15 years of industry experience. He holds a Series 65 designation and previously worked at Westmount Asset Management from 2008 to 2011. Westmount Partners, LLC provides investment advisory and discretionary portfolio management services to individual and institutional clients, including pension plans, non-profits, estates, and corporations. The firm emphasizes tailored asset allocation using mutual funds, managed strategies, and alternative private funds, while also acting as a private fund adviser and sub-advisor for multi-manager private funds.

Arielle Anderson is a financial advisor with Westmount Partners, LLC in Los Angeles, holding Series 63 and Series 65 designations and 18 years of industry experience. She has worked at Westmount Asset Management LLC since 2017 and previously held roles at VP Distributors LLC and Kayne Anderson Rudnick Investment Management. Westmount Partners, LLC provides investment advisory and portfolio management services to a range of individual and institutional clients. The firm constructs portfolios using mutual funds and managed strategies, incorporates alternative investments through private and interval funds, and manages multi-manager private funds with a unique fee structure that includes performance-based fees for institutional investors.

Natalie Glover is a financial advisor at Westmount Partners, LLC in Los Angeles, holding a Series 65 designation with two years of industry experience. She has been with Westmount Partners since 2019 following her time at Occidental College. Westmount Partners provides investment advisory and discretionary portfolio management services to individual and institutional clients, including pension plans, non-profits, and corporations. The firm employs a tailored asset allocation approach using mutual funds, managed strategies, and private funds, and is noted for its role as a private fund adviser and manager of pooled investment vehicles.

Todd Goldman is a CFP® with 13 years of industry experience, currently serving at Westmount Partners, LLC. His prior experience includes roles at Westmount Asset Management, LLC, Telemus Capital, LLC, RBC Securities, Inc., and Merrill. Westmount Partners, LLC provides investment advisory and discretionary portfolio management services to both individual and institutional clients, including pension plans, non-profits, estates, and corporations. The firm specializes in tailored asset allocation primarily through mutual funds and managed strategies, with additional exposure to private and interval funds, and manages a series of multi-manager private funds launched since 2019.

Victoria Dyson is a financial advisor at Westmount Partners, LLC in Los Angeles, CA, holding a Series 65 designation with 11 years of industry experience. Her work history includes roles at Westmount Asset Management, LLC, Capital Bank and Trust Company, and Convergent Wealth Advisors, LLC. Westmount Partners, LLC provides investment advisory and discretionary portfolio management services to individual and institutional clients, including pension and profit-sharing plans, non-profits, estates and trusts, corporations, and partnerships. The firm focuses on tailored asset allocation using mutual funds, managed strategies, and alternative investments such as private and interval funds, while also managing a series of multi-manager private funds and serving as a private fund adviser and sub-advisor.

Dylan Wensley is a financial advisor at Westmount Partners, LLC with four years of industry experience. He holds a Series 65 credential and has held roles at Westmount Asset Management since 2021. Prior to his advisory career, he has varied work experience including positions at The Webb Schools and Occidental College. Westmount Partners provides investment advisory and portfolio management services to a range of individual and institutional clients. The firm constructs portfolios using mutual funds, managed strategies, and private funds, and is noted for managing multi-manager private funds and offering performance-based fee structures to institutional investors.

Joshua Fredendall is a Series 66-licensed financial advisor at Westmount Partners, LLC with eight years of industry experience. His background includes roles at Steel Peak Wealth Management, Bank of America, and Merrill. Westmount Partners, LLC provides investment advisory and portfolio management services to individual and institutional clients, including pension plans, non-profits, estates, and corporations. The firm emphasizes discretionary asset allocation using mutual funds, managed strategies, and private funds, and is known for managing multi-manager private funds and offering alternative fee structures.

Olivia Di Napoli is a financial advisor at Westmount Partners, LLC with one year of industry experience. She holds a Series 66 credential and has worked previously at firms including 1st Century Bank, Bank of America, Merrill, JPMorgan Chase, and First Republic Bank. Westmount Partners provides investment advisory and discretionary portfolio management services to a range of individual and institutional clients. The firm emphasizes tailored asset allocation through mutual funds and managed strategies and is notable for managing multi-manager private funds and acting as a private fund adviser and sub-advisor.

Michael Cannone is a financial advisor at Westmount Partners, LLC in Los Angeles, CA, holding Series 63 and Series 65 licenses with 15 years of industry experience. His prior work includes a role at Westmount Asset Management. Westmount Partners provides investment advisory and discretionary portfolio management services to a diverse client base including individuals, institutions, non-profits, and corporations. The firm constructs tailored portfolios primarily using mutual funds and managed strategies while incorporating private and interval funds for alternative exposure, and manages multiple multi-manager private funds launched since 2019.

Julie Yoon is a CFP® at Westmount Partners, LLC with three years of industry experience. She previously worked at Carnegie Investment Counsel and Laurel Grove Capital before joining Westmount Asset Management in 2020. Westmount Partners, LLC provides investment advisory and portfolio management services to a range of individual and institutional clients. The firm constructs portfolios primarily using mutual funds and managed strategies, while also sourcing and diligencing private and interval funds for alternative exposure.