About
Eric Lin is a Senior Associate at Westmount Partners, LLC, based in Arcadia, CA, where he serves as a crucial liaison between clients and advisors. In his role, Eric provides analytical, trading, financial planning, and client service support, contributing to the firm's investment management operations and helping tailor solutions to meet clients' financial goals.
Eric focuses on supporting investment analysis and financial planning across diverse asset classes, working closely with both liquid and alternative investments. Westmount Partners is known for embracing innovative investment strategies, including real estate and private debt, and Eric’s responsibilities include facilitating client engagement in these sectors.
Eric joined Westmount Partners after roles in investor relations, provider contracting, and business development at Clever Care Health Plan. He holds a Bachelor’s degree in Economics and a minor in East Asian Studies from Occidental College, underscoring his expertise in financial markets and cross-cultural perspectives. His career progression highlights his ability to bridge technical investment knowledge with a client-centric focus.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Westmount Partners | Senior Associate | Feb 2025 to Present | — |
| Westmount Partners | Associate | Jun 2022 to Apr 2025 | Based in Los Angeles, Westmount is an independent investment advisory firm that helps individuals, families, foundations and endowments manage, protect and grow their wealth. Westmount excels in ident... |
| Clever Care Health Plan | Provider Contracting Consultant | Jan 2021 to Apr 2022 | — |
| Clever Care Health Plan | Investor Relations Analyst | Jul 2020 to Jan 2021 | — |
| PineBridge Investments | Channel and Institutional Sales Intern | Dec 2019 to Jan 2020 | •Assisted in road show presentations to prepare for launch of new Environmental, Social, and Governance (ESG) fund IPO •Performed in-depth market research on American health care programs and policies... |
| PineBridge Investments | Marketing Analyst Intern | Dec 2019 to Jan 2020 | •Researched proposed policies by leading candidates in the U.S. 2020 election, and the potential economic implications of such policies, if implemented •Presented research on the expected volatility o... |
| Hathaway Capital Management, LLC | Investment Analyst Intern | May 2019 to Aug 2019 | •Provided comprehensive investment research analysis across public and private companies to assist in investment decision making analysis and portfolio construction •Evaluated selected private funds, ... |
| St. Cloud Capital | Private Equity Summer Analyst | Feb 2019 to May 2019 | •Provided background information on companies and their competitors and potential risks •Researched political and economic news that could potentially impact investment decisions •Supported deal teams... |
| Occi | Student Worker | May 2017 to Aug 2017 | • Oversaw the processing and organization of book loans to and from other Universities |
| Japanese Film Company | World War II Document Analysis for Film Company | May 2017 to Aug 2017 | •Analyzed squadron mission reports scanned from the Library of Congress •Inputted in excel pertinent missions where Japanese territories and troops were bombed and strafed by U.S. planes, to be used f... |
Education
Occidental College
Bachelor's degree, Economics
2016 — 2020
Occidental College
East Asian Studies (Minor)
2016 — 2020
St. Francis High School, La Canada, CA
High School Diploma
2012 — 2016
Others at Westmount Partners, LLC (12)
| Name | Role | Location |
|---|---|---|
A Arielle Anderson | Partner | Los Angeles, CA , United States |
 | Partner | Los Angeles, CA , United States |
 | Partner | Los Angeles, CA , United States |
 | Managing Partner | Los Angeles, CA , United States |
 | Associate | Los Angeles, CA , United States |
 | Senior Associate | Los Angeles, CA , United States |
 | Senior Associate | Los Angeles, CA , United States |
K Kajsa Askins | Associate | Los Angeles, CA , United States |
 | Senior Associate | Los Angeles, CA , United States |
 | Associate | Los Angeles, CA , United States |
Similar Fund Managers
| Name | Role | Fund | Location |
|---|---|---|---|
R Rich Schimbor | Senior Equity Analyst | Ami Asset Management Corp. | Los Angeles, CA , United States |
A Andrew Z. | Portfolio Manager | Ami Asset Management Corp. | Los Angeles, CA , United States |
H Heather Liu | Portfolio Analyst | L & S Advisors Inc. | Los Angeles, CA , United States |
 | Senior Trader | L & S Advisors Inc. | Los Angeles, CA , United States |
