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Friday, Apr 12, 2024

Leaders of Influence – Wealth Managers: JAMES E. BERLINER

James E. Berliner

President and Chief Investment Officer

Westmount Asset Management, LLC

Assets Under Management: $1.4 Billion

Jim Berliner co-founded Westmount Asset Management in 1990 and has since served as president and chief investment officer. Under his leadership, Westmount has become one of Southern California’s preeminent wealth management firms (currently managing more than $3.2 billion), and one that is particularly well-known for its expertise in private alternative investments. A former federal prosecutor, Berliner founded Westmount with clients’ best interests in mind. He was drawn toward what was, at the time, a nascent model of delivering investment advice: that of the fee-only, independent advisor. Accordingly, Westmount became one of the earliest firms in the country to adopt this model by eschewing commissions and proprietary products and using outside managers to find innovative investment strategies based strictly on their merits. An active member of the community, Berliner is the current board chair of the California Community Foundation.

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