Dylan Wensley

Dylan Wensley is a Senior Associate at Westmount Partners, LLC, a leading independent investment advisory firm based in Los Angeles, California. In her current role, she provides comprehensive support to financial advisors, focusing on client service, trading, financial planning, and investment analysis. Dylan acts as a key liaison between clients and advisors, ensuring responsive and personalized service while contributing to the firm’s investment operations and client relationship management.

Dylan’s expertise spans a broad range of asset classes, including equities, fixed income, alternative investments, and private markets. She is involved in both traditional and innovative investment strategies, supporting clients with complex financial needs through tailored portfolio solutions and in-depth market analysis. Her work enables Westmount Partners to deliver sophisticated wealth management services to a diverse client base.

Prior to her promotion to Senior Associate, Dylan served as an Associate at Westmount Partners, where she built a strong foundation in client engagement and investment operations. She previously worked as a Chinese Tutor, reflecting her language proficiency and cross-cultural communication skills. Dylan holds a Bachelor of Arts in Economics, Chinese Studies, Art and Art History from Occidental College, where she also competed in collegiate athletics. Her multidisciplinary background and commitment to professional growth have contributed to her success in the investment industry.