JIM BERLINER 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...

MIKE CANNONE Partner; Managing Director Westmount Partners Since joining Westmount, Mike Cannone has established himself as a leader both inside and outside the firm, guiding the firm’s...

BRIDGET COSTELLO Wealth Advisor Kayne Anderson Rudnick Maintaining a client retention rate of 100 percent, Bridget Costello’s 17 years of experience in the investment management industry have...

HATEM DHIAB Managing Partner; Founding Member Gerber Kawasaki Wealth and Investment Management Hatem Dhiab is a founding and managing partner at Gerber Kawasaki Wealth and Investment Management, with...

TYRONE DINNEEN Financial Advisor Northwestern Mutual A newly appointed district director, Tyrone Dinneen’s mission is to provide professionals, families and business owners with goal-based, wealth-building financial plans...