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Kajsa Askins

Associate at Westmount Partners, LLC

Los Angeles, CA , United States

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

OrganizationRoleDate RangeDetails
Westmount Asset ManagementAssociateNov 2019 to Present
Gurtin Municipal Bond ManagementClient Service AssociateFeb 2018 to Nov 2019
Colegio San PatricioEnglish Second Language TutorSep 2017 to Dec 2017
VersaceMarketing InternJan 2014 to Jan 2015

Education

UC San Diego

Bachelors, International Business

2015 2018

Skills & Expertise

Custodial Services
Adobe Indesign CC
Adobe InDesign
Financial Services
Microsoft Office
Microsoft Dynamics CRM
Compliance Procedures
Customer Service
APX
Teamwork
Microsoft Excel
Advent

Others at Westmount Partners, LLC (12)

NameRoleLocation
A
Arielle Anderson
PartnerLos Angeles, CA , United States
Denis Massey
Denis Massey
PartnerLos Angeles, CA , United States
Dennis Wee
Dennis Wee
PartnerLos Angeles, CA , United States
Sean Cauvel
Sean Cauvel
Managing PartnerLos Angeles, CA , United States
Sean Sugrue
Sean Sugrue
AssociateLos Angeles, CA , United States
Dylan Wensley
Dylan Wensley
Senior AssociateLos Angeles, CA , United States
Eric Lin
Eric Lin
Senior AssociateArcadia, CA , United States
Isaak Ottmar
Isaak Ottmar
Senior AssociateLos Angeles, CA , United States
Natalie Glover
Natalie Glover
Senior AssociateLos Angeles, CA , United States
Sam Attianese
Sam Attianese
AssociateLos Angeles, CA , United States
Showing 1-10 of 12 team members

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