As Westmount’s Chairman, I help drive Westmount's overall vision and strategy. As a longtime member of our Investment Committee, I continue to assist in guiding our investment process, asset allocation decisions, and manager selections. I also advise clients on a variety of planning and investment matters, including retirement planning, wealth transfer, investments and charitable giving. I have been very fortunate in working as a trusted financial advisor for over 30 years. My career began in the practice of law—first as a civil litigator and then as a federal prosecutor—but an underlying passion for the financial markets eventually drew me into the world of investing. In 1990, I co-found