Adding new talent to our team

Meet the newest members of our team

Update by Westmount Staff

5 October 2021

We are fortunate to have been able to make several key additions to our team in order to better serve our clients and partners. Meet our newest hires below:

First, Tim Lonergan, CFP®, has joined our financial planning team, where he helps clients understand the various qualitative and quantitative aspects of the financial planning process, including taxes, estate planning, college savings, charitable giving, and more.

We also welcomed Jeff Halbert to the firm as a senior advisor. In this role, he applies his sharp investing skills to help clients reach their financial goals, working closely with the rest of our advisory team to develop highly personalized plans that bring clarity to his clients’ lives.

Lastly, a number of new colleagues have joined our Associate team to further support our client service, trading, financial planning and investment operations:

Westmount strives to be Los Angeles’ go-to firm, not just for clients but also for top talent in the financial industry. Learn more about our people here, or visit the Careers page to view open positions today.

 

More Quarter Notes

Market Insights: It’s All About the Earnings
Year-End Planning Amid Tax Law Uncertainty: What Should You Do Now?
Protecting Your Assets From Cyberfraud
Westmount is a Top Independent Financial Advisor for 2021
Jim Berliner Named a Leader of Influence for 2021

Recent posts

New reporting requirements for business owners

Small businesses to disclose more information about ownership.

Disclosures

This report was prepared by Westmount Partners, LLC (“Westmount”). Westmount is registered as an investment advisor with the U.S. Securities and Exchange Commission. The information contained in this report was prepared using sources that Westmount believes are reliable, but Westmount does not guarantee its accuracy. The information reflects subjective judgments, assumptions and Westmount’s opinion on the date made and may change without notice. Westmount undertakes no obligation to update this information. It is for information purposes only and should not be used or construed as investment, legal or tax advice, nor as an offer to sell or a solicitation of an offer to buy any security. No part of this report may be copied in any form, by any means, or redistributed, published, circulated or commercially exploited in any manner without Westmount’s prior written consent.