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Friday, Mar 29, 2024

Leaders of Influence: Wealth Managers- JAMES BERLINER

Custom Content by The Los Angeles Business Journal

JAMES BERLINER
Chairman
Westmount Asset Management

Jim Berliner began his career practicing law following his graduation from Harvard Law School. For most of this period, he was a federal prosecutor in the U.S. Attorney’s Office. There he prosecuted a wide range of federal criminal cases and conducted numerous grand jury investigations. By the end of his tenure, he had been promoted to assistant chief of  the Criminal Division and in this role, supervised the training of all new prosecutors in the office.

Berliner went on to co-found Westmount Asset Management in 1990, serving as its president and chief investment officer. Under his leadership, Westmount has grown into one of Southern California’s leading wealth management firms (managing nearly $5 billion in assets) and one that is particularly well-known for its alternative assets expertise. He was named Chairman in early 2022, in recognition of his numerous contributions to the firm and leadership over the years.

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