Adding new talent to our team

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:

• Cory Davenport, Senior Associate
• Julie Yoon, Senior Associate
• Harrison Wakefield, Associate
• Dylan Wensley, Associate
• Lily Zhang, Associate

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