Investment & Planning

Eric spent his early childhood growing up in Taiwan before arriving with his family in Arcadia. He went on to study economics at Occidental College, minoring in East Asian Studies. Following graduation, Eric joined Arcadia-based healthcare startup Clever Care Health Plan doing investor relations, provider contracting and overall business development.

Now an associate at Westmount, Eric serves as a liaison between clients and advisors, providing valuable support in the areas of investment analysis, trading, financial planning, and client service. Outside the office, he is an avid golfer and enjoys discovering new hotspots in Los Angeles’ diverse restaurant scene.