As Chief Investment Officer of Montis Financial, Dennis brings over 30 years of investment, portfolio management, tax management and leadership experience. He leads Montis’ investment and portfolio management process, and writes economic and markets-related thought leadership content. Dennis also participates on the firm’s leadership team and heads its investment committee.
Dennis Follmer
Chief Investment Officer
Montis Financial LLC
United States, Massachusetts, Boston
About Me
Profile Information
Chief Investment Officer
Montis Financial LLC
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Boston
Massachusetts
United States
Sep 25, 2025
Keylinks
More profiles to browse
C(
Claudine (LaFavre) Schrock
Senior Financial Advisor
Tucker Donahoe
Managing Partner
Christiane Delessert
Founder and Adviser Emeritus
Brian Burke
Senior Financial Advisor
You Might Like
KP
Kathy Polichetti
Senior Client Service Specialist
Pennsylvania Capital Management
BH
Bob Helmer
President Emeritus
Baldwin Wallace University
KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services
LA
Lily Akopyan
Executive Assistant
Oakmont Corporation