Investment & Planning

Hector Monroy

Hector Monroy

Senior associate

Growing up in San Diego, Hector was encouraged to explore different interests and hobbies from an early age. He gravitated toward sports, and in college played for his alma mater’s rugby team all four years, serving as president and team captain during his senior year.

Hector’s other passion is finance, particularly on the private investments side. While an undergrad at the University of San Francisco, he relished the opportunity to learn about startups, startup financing, and the people driving innovation in that space. After graduating with a Bachelor of Science degree in finance and economics, Hector launched his wealth management career at an accounting firm in Woodland Hills, where he focused on client relationships and accounting for venture capital and private equity investors.

Now an associate at Westmount, Hector is a liaison between clients and advisors, providing valuable support with regard to trading, client service, financial planning, and investment analysis. A fan of motorsports, Hector enjoys racing motorbikes with friends and family, and is a season ticket holder for his favorite NFL team, the L.A. Chargers.