MIKE AMASH Partner; President Westmount Partners Mike Amash joined Westmount Partners in 2002 as a senior portfolio advisor, drawn to the firm’s fiduciary approach that sought to...

SHYAN ARDALAN Managing Director Merrill Wealth Management A principal with The Ardalan Wealth Management Group, Shyan Ardalan serves as managing director, providing an array of services and...

PATRICE BENING Wealth Advisor Morton Wealth Wealth advisor Patrice Bening is one of the curators of ‘Herself by Morton,’ an educational platform focused on women investors. With...

DARNEL BENTZ Senior Wealth Advisor Kayne Anderson Rudnick Darnel Bentz is a senior wealth advisor at Kayne Anderson Rudnick (KAR) with 24 years of experience in the...

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...