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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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Westmount Partners | Associate | Jul 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 Lynch | Analyst | Jun 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, INC | Ecommerce Coordinator | Jun 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)
| 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 |
| Senior Associate | Los Angeles, CA , United States |
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