Dimitri Jimmy Krikelas
Head-Equity Investments at Westmount Asset Management LLC
Profile
Mr. Dimitri J.
Krikelas is a Chief Investment Officer of Private Markets at Westmount Asset Management LLC.
He works closely with clients through all phases of planning and investing.
He also serves on the firm’s investment committee, leading its research on alternative assets.
Before joining the Westmount team in March 2010, Mr. Krikelas worked in real estate management, mergers & acquisitions and investment consulting, including serving as director of analytics at Canterbury Consulting.
Mr. Krikelas earned his degree in economics and an MBA from UC Irvine.
Dimitri Jimmy Krikelas 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. | Head-Equity Investments | 2010-02-28 |
Former positions of Dimitri Jimmy Krikelas
| Companies | Position | End |
|---|---|---|
Canterbury Consulting, Inc.
 Canterbury Consulting, Inc. Investment ManagersFinance Canterbury Consulting, Inc. provides investment advisory services. Its services include institutional advisory, outsourced and discretionary management and wealth management. The company was founded by Robinson Cluck in 1998 and is headquartered in Newport Beach, CA. | Corporate Officer/Principal | - |
Harvey & Co. LLC
 Harvey & Co. LLC Financial ConglomeratesFinance Harvey & Co. LLC is a private company that provides investment services to manufacturing, industrial & business services, healthcare, value-added distribution, energy, consumer and financial services sectors. The company was founded in 1998 and it is headquartered in Newport Beach, CA. | Corporate Officer/Principal | - |
Training of Dimitri Jimmy Krikelas
| University of California, Irvine | Undergraduate Degree |
| Paul Merage School of Business | Masters Business Admin |
Experiences
Positions held
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Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
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Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
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 |
Harvey & Co. LLC
Harvey & Co. LLC Financial ConglomeratesFinance Harvey & Co. LLC is a private company that provides investment services to manufacturing, industrial & business services, healthcare, value-added distribution, energy, consumer and financial services sectors. The company was founded in 1998 and it is headquartered in Newport Beach, CA. | Finance |
Canterbury Consulting, Inc.
Canterbury Consulting, Inc. Investment ManagersFinance Canterbury Consulting, Inc. provides investment advisory services. Its services include institutional advisory, outsourced and discretionary management and wealth management. The company was founded by Robinson Cluck in 1998 and is headquartered in Newport Beach, CA. | Finance |
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