About
Kajsa Askins is an Associate at Westmount Asset Management in Los Angeles, CA, where she plays a key role in supporting portfolio management and delivering client service. In her current position, she contributes to the firm’s investment strategy implementation and client relationship management, ensuring individualized portfolio solutions for a diverse clientele.
Prior to joining Westmount in late 2019, Kajsa worked as a Client Service Associate at Gurtin Municipal Bond Management, gaining direct experience with municipal fixed income markets and investor communications. Her early career also includes an international educational role as an English Second Language Tutor at Colegio San Patricio, reflecting a strong cross-cultural competency.
Kajsa holds a Bachelor’s degree in International Business from UC San Diego, providing her with a robust foundation in global markets and investment analysis. While at Westmount, her focus includes multi-asset portfolios, with particular experience in municipal bonds and wealth management solutions. She is recognized for her client-centric approach and commitment to excellence in service delivery within the wealth management sector.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Westmount Asset Management | Associate | Nov 2019 to Present | — |
| Gurtin Municipal Bond Management | Client Service Associate | Feb 2018 to Nov 2019 | — |
| Colegio San Patricio | English Second Language Tutor | Sep 2017 to Dec 2017 | — |
| Versace | Marketing Intern | Jan 2014 to Jan 2015 | — |
Education
UC San Diego
Bachelors, International Business
2015 — 2018
Skills & Expertise
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 | Arcadia, CA , United States | |
| Senior Associate | Los Angeles, CA , United States | |
| Senior Associate | Los Angeles, CA , United States | |
| Associate | Los Angeles, CA , United States |
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