Olivia R Dinapoli

Employer firm

Westmount Partners, LLC CRD 158857

$5.94B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2024 → 06/2024
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Los Angeles, CA
• 08/2014 → 05/2018
  Boston College
  Boston, MA
• 05/2018 → 09/2018
  Extended Travel
  Boston, MA
• 09/2018 → 08/2020
  Road Scholar
  Boston, MA
• 08/2020 → 04/2021
  Unemployed
  Los Angeles, CA
• 04/2021 → 07/2023
  First Republic Bank
  Los Angeles, CA
• 07/2023 → 12/2023
  Jpmorgan Chase
  Los Angeles, CA
• 02/2024 → 06/2024
  Bank Of America, N.A
  Los Angeles, CA
• 10/2024 → 08/2025
  1St Century Bank
  Los Angeles, CA
• 06/2024 → 10/2024
  Student
  Los Angeles, CA
• 09/2025 → Present
  Westmount Asset Management Llc
  Los Angeles, CA

Exams

• S66 Uniform Combined State Law Examination
  2025-11-25

Other Names

• Olivia Rose Dinapoli