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Westmount Partners Employee Directory

Investment ManagementCalifornia, United States11-50 Employees

Westmount Partners is a mid-sized wealth management firm based in Los Angeles, California, with roots in the investment management field dating back to 1990. The firm pursues an innovative approach to client service, prioritizing clients' interests and incorporating alternatives such as real estate and private debt alongside traditional financial planning.

Its client base spans a broad cross-section of Los Angeles' most successful individuals, reflecting its role as a regional advisory presence. In 2022, the firm expanded its leadership with the appointment of Felicia Chang as Director of Wealth Strategy, its first such role.

Find Westmount Partners employees' phone numbers or email addresses

Westmount Partners Global Highlights

Location
Employees

North America
71

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  • United States Of America
    69
  • Canada
    2

Westmount Partners's Leadership

  • Stylized image of a person
    T. D.
    Partner, Chief Investment Officer - Public Markets And Esg
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  • Stylized image of a person
    R. J.
    Owner
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  • Stylized image of a person
    S. N.
    Controller And Chief Compliance Officer
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  • Stylized image of a person
    E. G.
    Vp
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  • Stylized image of a person
    V. S.
    Senior Vice President-Investments
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  • Stylized image of a person
    M. C.
    Portfolio Manager
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  • Stylized image of a person
    C. D.
    Advisor
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  • Stylized image of a person
    A. L.
    Syndicate And Investment Banking Distribution
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Westmount Partners Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Consultant
  • Entrepreneurship
  • Finance
  • Other
  • Branding
  • Community & Social Services

Contact profiles from Westmount Partners

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    T. D.
    Partner, Chief Investment Officer - Public Markets And Esg
    Phone icon
    Jul 01, 2026
  • Stylized image of a person
    R. J.
    Owner
    Phone icon
    Oct 18, 2024
  • Stylized image of a person
    S. N.
    Controller And Chief Compliance Officer
    Phone icon
    Oct 17, 2024
  • Stylized image of a person
    E. G.
    Vp
    Phone icon
    Apr 15, 2026
  • Stylized image of a person
    V. S.
    Senior Vice President-Investments
    Phone icon
    Oct 22, 2024
  • Stylized image of a person
    M. C.
    Portfolio Manager
    Phone icon
    Oct 21, 2024
  • Stylized image of a person
    C. D.
    Advisor
    Phone icon
    Jun 02, 2026
  • Stylized image of a person
    A. L.
    Syndicate And Investment Banking Distribution
    Phone icon
    Oct 21, 2024
  • Stylized image of a person
    C. K.
    Associate
    Phone icon
    Oct 18, 2024
  • Stylized image of a person
    E. M.
    Marketing Specialist
    Phone icon
    Oct 21, 2024

Frequently Asked Questions

What is Westmount Partners known for?

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Westmount Partners was founded in 1990 operates in the Investment Management industry; you can contact the main corporate office by phone at . Explore Westmount Partners's company overview page for more information.

What is Westmount Partners's most common email format?

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Westmount Partners employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Westmount Partners email formats with LeadIQ.

How many employees does Westmount Partners have currently?

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Westmount Partners has approximately 43 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Westmount Partners's key employees and leadership?

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As of July 2026, Westmount Partners's key employees include:

  • Partner, Chief Investment Officer - Public Markets And Esg: T. D.
  • Owner: R. J.
  • Controller And Chief Compliance Officer: S. N.
  • Vp: E. G.
  • Senior Vice President-Investments: V. S.

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