Home Financial consultant Westmount accelerates Orange County expansion plans with a trio of new recruits

Westmount accelerates Orange County expansion plans with a trio of new recruits


LOS ANGELES, March 15, 2022 /PRNewswire/ — Westmount Asset Management (“Westmount”), a Los Angelesindependent wealth management company with over $4.8 billion of assets under management, is accelerating its expansion in Orange County with the hiring of three professionals to provide more direct support to customers in the region. Senior advisor Phil HagopianAWMA®and financial planner Tim LonerganCFP®both joined the firm in 2021, following the hiring of Senior Advisor Jeff Halbert in 2020.

Halbert and Hagopian will focus on cultivating new and existing relationships; Lonergan will advise clients on tax and estate planning matters.

“A number of our customers are already calling Orange County ‘home’, and this remains an important area of ​​focus for the future growth of our business,” said Westmount President Mike Amash. “Jeff, Phil and Tim will play a crucial role in this as we continue to strengthen our footprint in the region. They are experienced and personable advisors who are passionate about building cutting-edge solutions for our clients. We are delighted to welcome them at our office.”

Halbert and Hagopian work in tandem with other members of the firm’s advisory team to manage client relationships, advise on investment strategy, review portfolio allocations and performance, and create and review financial plans. They are also responsible for fostering new customer relationships through Orange Countywhere Westmount has a satellite office in Newport Beach.

Halbert studied economics at Rollins College in Orlando, Florida., where he also completed his MBA in finance and management. He then joined Raymond James as a financial advisor and later moved to Laguna Beach to hold the position of vice-president at Telos Capital Management before joining Westmount.

Hagopian has spent over a decade working for major investment firms as a consultant to financial advisors. Most recently, he was Vice President and Wealth Management Advisor at Lido Advisors. Hagopian earned a Bachelor of Science in Business Administration in Finance from Northeastern University and holds the Certified Wealth Management AdvisorSM designation from the College of Financial Planning®.

As a financial planner, Lonergan helps clients understand the various qualitative and quantitative aspects of the financial planning process and advises on a wide range of topics including taxes, estate planning, college savings and gift giving. charity.

Lonergan launched his career in wealth management as a partner at Boston Private Wealth. Most recently, he advised high net worth and ultra high net worth clients at Morgan Stanley, providing support in the areas of portfolio management, financial planning, research and trading. Lonergan earned a Bachelor of Arts in Political Science from the University of New Hampshire.

About Westmount
Founded in 1990, Westmount is a leading independent investment advisory firm based in Los Angelesmanaging more than $4.8 billion in customer assets at December 31, 2021. Westmount seeks to bring clarity and purpose to its clients’ financial lives by providing objective, independent investment advice complemented by sophisticated financial planning. To learn more, visit www.westmount.com.

Media contact: Bart ZinoMarketing Manager: 310-556-2502 or [email protected]

SOURCE Westmount Asset Management