About
Natalie Glover is a Senior Associate at Westmount Partners, LLC in Los Angeles, where she provides comprehensive support to clients and advisors across trading, portfolio management, financial planning, and investment analysis. In her current role, she acts as a vital liaison, ensuring client needs are met through effective communication and customized service solutions.
Natalie’s career at Westmount Partners has encompassed increasing levels of responsibility, evolving from Client Service Representative to Associate, and now to Senior Associate. Her experience affords her deep insight into high-net-worth client advisory, portfolio construction, and operational efficiency, with an emphasis on multi-asset portfolios and holistic wealth management strategies.
Natalie holds a B.A. in Economics and French Studies from Occidental College, where she also played varsity softball and studied abroad in Paris. She is currently pursuing the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification, further enhancing her expertise in financial planning and investment advisory for complex client needs.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Westmount Partners | Senior Associate | Mar 2024 to Present | 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... |
| Westmount Partners | Associate | Apr 2020 to Mar 2024 | — |
| Westmount Partners | Client Service Representative | Aug 2019 to Mar 2020 | — |
| Dance Production at Occidental College | Treasurer | May 2018 to May 2019 | • Maintained cash dues and student account charges for 200+ dancers • Analyzed budgets of $25,000, and forecasted costs accordingly to certify no losses in profit • Worked directly with Oxy’s finance ... |
| Occidental College | Student Athlete | Jan 2015 to May 2019 | — |
| Unishippers | Sales Consultant intern | Jun 2018 to Aug 2018 | • Prospected, contacted and developed sales leads, performed market analysis and learned product to build strong client relationships within the SMB market • Closed sales from prospecting activities a... |
| ParisByM | Marketing and Communications intern | Sep 2017 to Nov 2017 | • Assisted international travelers with tailor-made Parisian and French travel packages • Maintained company blog and Facebook by translating, writing and posting weekly articles • Met and greeted tra... |
Education
Occidental College
B.A., Economics, French Studies
2015 — 2019
Oaks Christian School
High School College Prep
2011 — 2015
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 |
K Kajsa Askins | Associate | Los Angeles, CA , United States |
 | Associate | Los Angeles, CA , United States |
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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 |
