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Dennis Follmer

Chief Investment Officer

Montis Financial LLC

United States, Massachusetts, Boston

About Me

Dennis Follmer is the Chief Investment Officer of Montis Financial. Dennis’ primary responsibilities include leading Montis’ investment and portfolio management process, developing economic and market-related thought leadership content, and supporting business development efforts. Dennis also participates on the leadership team as well as sits on Montis’ investment committee. Over the last 30 years, Dennis has garnered extensive investment, portfolio management, tax management, and leadership experience. Prior to joining Montis, he was the Head of Portfolio Management at 55ip, a subsidiary of JPMorgan Asset Management that provides tax-management of model portfolios and separately managed

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Profile Information

Chief Investment Officer

Montis Financial LLC

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Boston

Massachusetts

United States

Jan 11, 2025

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