Montis Financial
Dennis Follmer has a diverse and extensive work experience in the financial industry. Dennis is currently serving as the Chief Investment Officer at Montis Financial. Prior to this, they worked at 55ip as the Head of Portfolio Management, where they played a crucial role in establishing the portfolio management and client portfolio management functions. Before that, Dennis was the Managing Director at Tetrem Capital Management, a $4 billion investment management firm specializing in U.S. and Canadian equity strategies. Dennis also held the position of Managing Director, Portfolio Management at both Broadmeadow Capital and F-Squared Investments, where they contributed to the integration process and led the redesign of the investment function and process. Dennis founded Oceanwood Capital Management, a London-based hedge fund manager, where they served as the Managing Partner. Dennis started their career as an Associate at The NorthBridge Group, Barclays Capital, and McDonald & Company Securities, gaining experience in leveraged equity groups and institutional fixed income sales.
Dennis Follmer holds a Bachelor of Science degree in Finance, which they obtained from Miami University between 1988 and 1992. Dennis later pursued an MBA with a focus on Financial Engineering Track from the MIT Sloan School of Management from 1995 to 1997.
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Montis Financial
Montis Financial is a fast-growing independent Registered Investment Advisor (RIA) in the Northeast that focuses on creating, building, and fostering financial independence for individuals and families nationwide. We provide comprehensive financial planning, dynamic portfolio management, and exceptional client service while delivering our clients the tools to make informed strategic decisions for their families’ financial security. Given our fiduciary nature, we can assure that your priorities are our priorities.