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Denis Massey Named Partner of Westmount

/PRNewswire/ Westmount Asset Management ("Westmount"), a Los Angeles-based, independent investment advisory firm with more than $5 billion in assets under.

Rutgers universityNew jerseyUnited statesBart zinoDenis masseyLos angelesUniversity of hawaii at manoaCertifiedb corporationb corpSurfrider foundation south bay chapterAsset managementLos angeles basedSenior advisor denis masseySenior advisorMike amashCertifiedb corporationChartered alternative investment analyst

Westmount Continues Southern California Expansion, Opens New Office in San Diego

Westmount Continues Southern California Expansion, Opens New Office in San Diego
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La jollaUnited statesSan diegoNewport beachCentury cityEl segundoBart zinoLos angelesWestmount asset managementMarketing manager

Three Westmount Partners Named to 2023 Leaders of Influence List

/PRNewswire/ Westmount Asset Management ("Westmount"), a Los Angeles-based, independent wealth management firm managing more than $4.5 billion in client.

United statesLos angelesJim berlinerMike cannoneLos angeleBart zinoCalifornia community foundationInvestment committeeLos angeles business journalBoard chairInvestment committee chairMarketing managerWestmount asset management

Don t Neglect Personal Planning When Preparing to Sell a Business, Says Westmount

/PRNewswire/ A properly thought-out business exit plan should combine financial, business, and personal considerations, according to the advisory team at Los.

Los angelesBart zinoTodd goldmanLos angeles based westmount asset managementSenior advisorCertified exit planningCertified exit planning advisorMarketing managerWestmount asset management

Integrity, Experience Key to Choosing the Right Trustee to Carry Out Your Legacy

/PRNewswire/ Choose a trustee with the necessary technical knowledge, time, and people skills to carry out your wishes, according to the financial planning.

Los angelesFelicia changBart zinoLos angeles based westmount asset managementWealth strategyMarketing managerWestmount asset management

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