Sean Cauvel

Sean Cauvel is Managing Partner at Westmount Partners in Los Angeles, where he is instrumental in delivering sophisticated financial planning and holistic wealth management to private clients. He leads strategic investment initiatives for high-net-worth individuals and families, drawing on decades of experience to tailor solutions that align with each client’s unique goals and circumstances.

Cauvel’s expertise spans diverse asset classes, with a primary focus on public equities, fixed income, and alternative investment strategies. He emphasizes integrated planning by blending investment management with tax, estate, and philanthropic advisory — building comprehensive portfolios for clients in sectors ranging from technology and healthcare to real estate and private markets.

Before joining Westmount Partners in 2007, Cauvel held significant roles including Assistant Vice President of Relationship Management at Financial Management Advisors and State Director at Nationwide, where he oversaw client relationships and financial advisory services. He holds an MBA from Otterbein University, a BA from Westminster College, and an additional degree from the University of California, Irvine, further establishing his credentials as a leader in the investment advisory field.