Jim Berliner
Founder; Chairman
Westmount Partners
Jim Berliner is a co-founder of Westmount Partners, currently serving in the role of chairman. Under his leadership, Westmount has grown into one of Southern California’s premier wealth management firms, managing more than $6.8 billion in assets.
Berliner’s influence on Westmount’s growth and success over the years is undeniable. In his previous role as president, he helped Westmount distinguish itself in several unique ways—perhaps most notably as an expert in alternative asset classes that typically move out of sync with the traditional stock and bond markets. Westmount has implemented this allocation using both publicly traded and private investments, as well as by making tactical moves into undervalued assets. Berliner’s compassionate and consistent leadership has put Westmount in a strong position for 2026.
