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Sarah Chhotani

Sarah Chhotani

Associate at Westmount Partners, LLC

United States

About

Sarah Chhotani is an Associate at Westmount Partners, where she plays a key role in client service and trading, working as a liaison between clients and their financial advisors. Her responsibilities center around supporting wealth management activities and facilitating effective communication across teams to serve client portfolios.

Sarah’s investment expertise is grounded in previous experience as an Analyst at Bank of America Merrill Lynch, where she gained valuable exposure to banking and finance, and as an Ecommerce Coordinator with GMS International Foods, Inc., which provided her with operational insight into the consumer and retail sectors. At Westmount Partners, Sarah contributes to strategies focused principally on wealth management, with a particular emphasis on client service for high-net-worth individuals and family offices.

She holds a Bachelor of Arts in Economics from the University of Southern California and a diploma in Biotechnology from the California Academy of Mathematics and Science. Her combined academic training in economics and biotechnology enables Sarah to offer analytical investment perspectives and build relationships with clients spanning multiple industries, particularly in wealth management and consumer sectors.

Career History

OrganizationRoleDate RangeDetails
Westmount PartnersAssociateJul 2024 to Present
Based in Los Angeles, Westmount Asset Management is an independent investment advisory firm that helps individuals, families, foundations and endowments manage, protect and grow their wealth. Westmoun...
Bank of America Merrill LynchAnalystJun 2023 to Aug 2023
Collaborated closely with a team of 4 financial advisors with $1 billion+ in assets under management to contribute support through administrative tasks, report generation, research, and increasing org...
GMS INTERNATIONAL FOODS, INCEcommerce CoordinatorJun 2017 to Apr 2023
Managing an e-commerce branch of a South Asian food distribution business on an online marketplace, Amazon. Singlehandedly incorporated a catalog of South Asian spices onto the forum while also resear...

Education

University of Southern California

Bachelor of Arts - BA, Economics

2021 2024

California Academy of Mathematics and Science

High School Diploma, Biotechnology

2017 2021

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
K
Kajsa Askins
AssociateLos Angeles, CA , United States
Natalie Glover
Natalie Glover
Senior AssociateLos Angeles, CA , United States
Showing 1-10 of 12 team members

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