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
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