JAMES BERLINER
Chairman
Westmount Asset Management
James Berliner is a co-founder of Westmount Asset Management, currently serving as its chairman. Under his leadership, Westmount has grown into one of Southern California’s premier wealth management firms, managing nearly $4.5 billion in assets. Berliner began his career practicing law following his graduation from Harvard Law School. For most of this period, he was a federal prosecutor in the U.S. Attorney’s Office. There he prosecuted a wide range of federal criminal cases and conducted numerous grand jury investigations.
Berliner went on to become one of the co-founders of Westmount in 1990. In the ensuing years, he has played a pivotal role as a member of Westmount’s Investment Committee and helped the firm distinguish itself in several unique ways from its peers. Notably, Westmount has firmly established itself as an expert in alternative asset classes that typically move out of sync with the traditional stock and bond markets.
