Dennis Follmer

Chief Investment Officer @Montis Financial

Boston, MA, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Oct 2022 — Present

Chief Investment Officer @Montis Financial

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Waltham, MA, US

Montis Financial, LLC is an SEC-registered investment adviser located in Waltham, Massachusetts.

EDUCATION

1995 — 1997

MIT Sloan School of Management

MBA, Financial Engineering Track

1988 — 1992

Miami University

B.S., Finance

SKILLS

EquitiesAsset ManagementInvestment ManagementSpecial SituationsInvestmentsHedge FundsPortfolio ManagementEvent DrivenInvestment StrategiesAlternative Investments

ABOUT DENNIS FOLLMER

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.

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Dennis Follmer — Chief Investment Officer at Montis Financial in Boston, MA, US | Unifers