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 one of Southern California’s premier wealth management firms, managing more than $5.8 billion in assets.
Berlinger began his career practicing law and was a federal prosecutor in the US Attorney’s Office. In 1990, he established Westmount alongside his father. In the years that followed, he not only worked directly with clients but also played a pivotal role as the chair of Westmount’s investment committee. As president, he helped the firm distinguish itself in several unique ways — most notably as an expert in alternative asset classes that typically move out of sync with the traditional stock and bond markets.
