JIM BERLINER
Chairman
Westmount Partner
Jim Berliner is a co-founder of Westmount Partners, currently serving as its chairman. Under his leadership, Westmount has grown into one of Southern California’s premier wealth management firms, managing more than $5 billion in assets.
Berliner began his career practicing law following his graduation from Harvard Law School. For most of this period, Berliner was a federal prosecutor in the US Attorney’s Office. He went on to become a co-founder of Westmount in 1990. In the ensuing years, Berliner has played a pivotal role as the Chair 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. Westmount has implemented this allocation using both publicly traded and private investments.
