James Berliner’s Email & Phone

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James Berliner

President and Chief Investment Officer @ Westmount Asset Management

James Berliner Contact Details

Location:
Los Angeles, California
Work:
President and Chief Investment Officer @ Westmount Asset Management
Board Chair @ California Community Foundation
Assistant U.S. Attorney @ United States Attorney's Office
Education:
B.A. @ Brown University
About:

Jim advises individuals, families, institutions, and non-profits on a wide range of financial planning and investment matters including: • Asset Allocation • Investment Analysis • Tax Planning • Retirement Planning • Multigenerational Wealth Transfer • Charitable Giving Additionally, Jim chairs Westmount's Investment Committee. The Committee manages the firm’s investment strategies, meeting regularly to review manager selection and 

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