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

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