CoverProfile

Dennis Follmer

Chief Investment Officer

Montis Financial LLC

United States, Massachusetts, Boston

About Me

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.

Profile Information

Chief Investment Officer

Montis Financial LLC

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Boston

Massachusetts

United States

Sep 25, 2025

More profiles to browse

Profile Photo
Tucker Donahoe
Managing Partner
CD
Christopher Dalto
Co-Founder
Profile Photo
Randall Schaible
Financial Advisor
Profile Photo
Jay Bragdon
Senior Financial Advisor

You Might Like

NZ
Nancy Zatzman
Project Manager
Pennsylvania Capital Management
PM
Prtima MISHRA1
Software Engineer
PA TEST
RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC
RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation