Investment & Planning

Olivia DiNapoli

Olivia DiNapoli

Associate

Growing up on LA’s Westside, Olivia found an early passion for numbers, eventually going on to study mathematics at Boston College.

After graduation, following a brief stint in the world of data analytics, Olivia joined First Republic Bank’s commercial lending division, where she further honed her analytical skills while also thriving in a more client-facing role. Olivia later moved on to Merrill Lynch, solidifying her transition into a career in wealth management as a Team Financial Advisor.

Now an associate at Westmount, Olivia supports our advisory team in several capacities, including client service, trading, financial planning, and investment analysis. She also holds an MBA from UCLA’s Anderson School of Management.

Olivia loves spending time with family and friends, traveling, exploring events and new restaurants in Los Angeles, and playing golf.