Isaak Ottmar

Isaak Ottmar is a Senior Associate at Westmount Partners, LLC in Los Angeles, where he provides critical support in investment analysis, trading, financial planning, and client service. In this capacity, Isaak acts as a liaison between clients and advisors, helping to implement investment strategies and manage portfolios for high-net-worth individuals and families. His work spans multiple investment areas, reflecting Westmount's broad focus on diversified, multi-asset class portfolios for private clients.

Isaak's professional experience includes advancing from Associate to Senior Associate at Westmount Partners, underscoring his commitment to client relations and portfolio management. Earlier, he honed his analytical and auditing skills while working with a CPA firm, engaging in forensic accounting and audit projects. This background informs his disciplined, detail-oriented approach to investment analysis.

Isaak earned a bachelor's degree in Economics with additional studies in Japanese from Occidental College, graduating a year early and participating actively in the Economics Student Association. His expertise encompasses portfolio management, trading, and financial planning. While his current role covers a range of asset classes rather than specialist sector coverage, he is known for supporting Westmount's fiduciary investment process across equities, fixed income, and diversified asset strategies for private clients.