Samuel Pecka

About Samuel Pecka

As a senior research analyst for Westmount I support the co-CIO\'s and broader organization with all diligence involving the public and private portfolio. Working with fund managers across different asset classes and strategies I\'m able to assist in the underwriting of new investments, allocation of capital, maintaining of existing relationships, and monitoring of performance in an effort to maximize return while limiting exposure to risk. Also, I work with our advisors to communicate the different investment theses to better serve our clients.I am a graduate of the University of South Carolina’s Darla Moore School of Business. After completing my double major in Finance and Management I moved to Charlotte, NC. I was very fortunate to secure a position with the asset management firm Barings as an analyst in the heart of uptown. After a little over 3 years with Barings I was offered an opportunity with BHIC LLC (specifically Bollenbach Investments) a family office hedge fund as an investment analyst based in LA. My newest challenge/ opportunity comes with the prestigious LA based wealth management firm Westmount serving as a research analyst. By coupling my insatiable drive to learn with a passion for finance and analytics, I hope to thrive throughout my career within the industry.

Experience

1. Senior Research Analyst

   Westmount Partners

   May 2024 — Present · Los Angeles County, CA, US

   Based in Los Angeles, Westmount Partners is an independent investment advisory firm that helps individuals, families, foundations and endowments manage, protect and grow their wealth. Westmount excels in identifying compelling alternative investment opportunities that complement more traditional asset classes. Coupled with personalized financial planning tools and strategies, Westmount clients benefit from our team’s depth of experience, conflict-free advice and 30-year investment track record. As one of LA’s oldest registered investment advisors, Westmount and its professionals have repeatedly been recognized in various local and national publications, including Barron’s, the Financial Times, Investment News and more.

Education

• Darla Moore School of Business at the University of South Carolina

  Bachelor’s Degree, Finance, General

  2012 — 2016

Skills

• Leadership
• Research
• Time Management
• Public Speaking
• Purchasing
• Microsoft Word
• Communication
• Financial Analysis
• Teamwork
• Microsoft Excel
• Powerpoint