Westlake Village

About Westlake Village

ABOUT OUR FIRM:

We are a rapidly growing independent wealth management firm located in Westlake Village, CA that manages money for high net worth families and foundations. We have an exciting opportunity for a hands on candidate to work as part of a small entrepreneurial team. The candidate will have the ability to add significant value to the firms’ portfolio management and analytics capabilities and help provide a full range of planning solutions to respond to the ongoing needs of a very affluent group of ultra-high net worth clients.