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Michael Cannone
Westmount Asset Management

Tel: 310-556-2502
2049 Century Park East
Suite 2500
Los Angeles, CA 90067
Westmount Asset Management | Financial Advisor in Los Angeles ,CA

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About Michael Cannone

Michael was born in Santa Monica and raised outside Philadelphia. At Georgetown, he double-majored in finance and small business management. Somehow, he found time to play varsity baseball, too. After college he worked for Vanguard, improving their mutual fund accounting programs. Then he moved to California, joined Alliance Bernstein, and participated in one of the industry's most esteemed advisor training programs.

After earning his MBA at UCLA, Michael joined Westmount in 2011, attracted by a culture of people "humble and intellectually curious, yet courageous enough to blaze a new independent trail in our industry." He credits his grandfather, who emigrated from Italy as a young man and opened a shoemaking business in Elizabeth, New Jersey, for inspiring many of the personal financial principles he still operates by today.


About Westmount Asset Management

Established in 1990, Westmount Asset Management is a fee-only investment advisory firm blending institutional portfolio management strategies with a wide range of consulting and planning services. Our diversified investment approach manages risk while seeking superior returns across global financial markets. Our clients include high net-worth individuals, pension plans, foundations and endowments. Westmount has repeatedly been named by one of the top wealth advisors in the country by Barron's and Financial Times magazine.

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General Information

Firm Start Year:   1990
Number of Years with Current Firm:   11
Work with the following types of clients:   Businesses, Individual Investors
Advisory Services Provided:   401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Portfolio Management, Financial Planning, Financial Advice & Consulting, Investment Advice & Management

Services

Investment Types:   Stocks, Mutual Funds, Exchange Traded Funds (ETFs), Commodities, Bonds, Options & Futures, Alternative Investments, Socially Responsible Investments (SRI)
Can meet clients in the following ways:   Via Email, Our Office, Video Conference, Via Phone

Firm Information

Assets Managed by Firm:   4740000000

Compensation and Fees

Fee Structure:   Fee-Only
Compensation Methods:   Based on Assets

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Compliance

Registered Investment Advisor:

Yes


Compliance Disclosures in Last 5 years:

I have a clean record


Criminal Disclosures in Last 5 years:

I have a clean record


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