Jim Berliner
Founder at Westmount Asset Management LLC
Jim Berliner active positions
Companies | Position | Start | End |
---|---|---|---|
Westmount Asset Management LLC
Westmount Asset Management LLC Investment ManagersFinance Westmount Asset Management LLC (Westmount) is a SEC-registered investment advisor headquartered in Los Angeles, California. The firm was founded by Robert A. Berliner and James E. Berliner in 1990. Westmount provides various investment advisory services to pension and profit-sharing plans, non-profits, estates and trusts, corporations, partnerships and individuals. | Chairman | 1989-12-31 | - |
Founder | 1989-12-31 | - | |
Portfolio Manager-Equities | 1989-12-31 | - | |
Chief Investment Officer | 1989-12-31 | - | |
President | 1989-12-31 | - | |
The California Community Foundation
The California Community Foundation Investment Trusts/Mutual FundsMiscellaneous The California Community Foundation provides financial support to charitable causes. It specializes in competitive grant making in arts, education, health care, transition-aged youth and housing and economic development in Los Angeles County; donor advised funds; scholarship funds; field of interest funds and endowment funds. The company was founded in 1915 and is headquartered in Los Angeles, CA. | Director/Board Member | 2021-06-30 | - |
Chairman | 2019-06-30 | 2021-06-30 |
Career history of Jim Berliner
Former positions of Jim Berliner
Companies | Position | Start | End |
---|---|---|---|
Hufstedler, Miller, Carlson & Beardsley | Corporate Officer/Principal | 1980-08-31 | - |
Training of Jim Berliner
Brown University | Undergraduate Degree |
Harvard Law School | Graduate Degree |
Statistics
International
United States | 6 |
Operational
Chairman | 2 |
Chief Investment Officer | 1 |
Founder | 1 |
Sectoral
Consumer Services | 3 |
Finance | 2 |
Miscellaneous | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 3 |
---|---|
Westmount Asset Management LLC
Westmount Asset Management LLC Investment ManagersFinance Westmount Asset Management LLC (Westmount) is a SEC-registered investment advisor headquartered in Los Angeles, California. The firm was founded by Robert A. Berliner and James E. Berliner in 1990. Westmount provides various investment advisory services to pension and profit-sharing plans, non-profits, estates and trusts, corporations, partnerships and individuals. | Finance |
The California Community Foundation
The California Community Foundation Investment Trusts/Mutual FundsMiscellaneous The California Community Foundation provides financial support to charitable causes. It specializes in competitive grant making in arts, education, health care, transition-aged youth and housing and economic development in Los Angeles County; donor advised funds; scholarship funds; field of interest funds and endowment funds. The company was founded in 1915 and is headquartered in Los Angeles, CA. | Miscellaneous |
Hufstedler, Miller, Carlson & Beardsley |
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