Sean Christian Cauvel
Portfolio Manager-Equities at Westmount Asset Management LLC
Profile
Mr. Sean C.
Cauvel is a Managing Partner at Westmount Asset Management LLC.
Since his arrival, he’s been instrumental in bringing sophisticated financial planning services to Westmount clients, to create a rich, personal context for strategic investing.
He is also taken a leadership role in managing and mentoring the firm’s portfolio managers and planning specialists.
He joined the firm in July 2007.
After college, Mr. Cauvel spent 10 years with the financial services division of Nationwide Insurance in Ohio, where he directed a team of 45 employees responsible for marketing and client service for the State of Ohio’s deferred compensation plan.
He moved to L.A.
in 2003 and worked for a high-yield bond manager for two years before joining Westmount.
He received his undergraduate degree from Westminster College (Utah) and an MBA from Otterbein College.
Sean Christian Cauvel active positions
| Companies | Position | Start |
|---|---|---|
Westmount Asset Management LLC
 Westmount Asset Management LLC Investment ManagersFinance Westmount Asset Management LLC (Westmount) is a SEC-registered investment advisor headquartered in Los Angeles, California. The firm was founded by Robert A. Berliner and James E. Berliner in 1990. Westmount provides various investment advisory services to pension and profit-sharing plans, non-profits, estates and trusts, corporations, partnerships and individuals. | Portfolio Manager-Equities | 01/01/2016 |
Former positions of Sean Christian Cauvel
| Companies | Position | End |
|---|---|---|
Financial Management Advisors LLC
 Financial Management Advisors LLC Investment ManagersFinance Financial Management Advisors, LLC (FMA) is an independent registered investment advisor originally established in Los Angeles in 1985. The firm creates and manages investment programs for corporations, pension funds, endowments, foundations, families and high net worth individuals. | Sales & Marketing | - |
Nationwide Financial Services, Inc.
 Nationwide Financial Services, Inc. Life/Health InsuranceFinance Nationwide Financial Services, Inc. engages in long-term savings and retirement products. It develops and sells individual annuities, private and public sector group retirement plans, other investment products sold to institutions. It also provides life insurance and investment advisory services. The company was founded in November 1996 and is headquartered in Columbus, OH. | Corporate Officer/Principal | - |
Training of Sean Christian Cauvel
| Westminster College (Utah) | Undergraduate Degree |
| Otterbein College | Masters Business Admin |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
Financial Management Advisors LLC
Financial Management Advisors LLC Investment ManagersFinance Financial Management Advisors, LLC (FMA) is an independent registered investment advisor originally established in Los Angeles in 1985. The firm creates and manages investment programs for corporations, pension funds, endowments, foundations, families and high net worth individuals. | Finance |
Nationwide Financial Services, Inc.
Nationwide Financial Services, Inc. Life/Health InsuranceFinance Nationwide Financial Services, Inc. engages in long-term savings and retirement products. It develops and sells individual annuities, private and public sector group retirement plans, other investment products sold to institutions. It also provides life insurance and investment advisory services. The company was founded in November 1996 and is headquartered in Columbus, OH. | Finance |
Westmount Asset Management LLC
Westmount Asset Management LLC Investment ManagersFinance Westmount Asset Management LLC (Westmount) is a SEC-registered investment advisor headquartered in Los Angeles, California. The firm was founded by Robert A. Berliner and James E. Berliner in 1990. Westmount provides various investment advisory services to pension and profit-sharing plans, non-profits, estates and trusts, corporations, partnerships and individuals. | Finance |
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