Dennis Follmer
Directeur en chef des Investissements chez Montis Financial LLC
Profil
Dennis Follmer is currently the Chief Investment Officer at Montis Financial LLC since 2022.
Prior to this, he worked as the Managing Director & Head of Portfolio Management at F-Squared Investments, Inc., Managing Director of Portfolio Management at Broadmeadow Capital LLC, Senior North American Analyst at Tudor Investment Corp., Principal at KeyBanc Capital Markets, Inc., Event Driven Analyst at Barclays Capital, Inc., and Associate at The Northbridge Group, Inc. He holds an MBA from Massachusetts Institute of Technology and an undergraduate degree from Miami University.
Postes actifs de Dennis Follmer
| Sociétés | Poste | Début |
|---|---|---|
Montis Financial LLC
 Montis Financial LLC Investment ManagersFinance Montis Financial LLC is a SEC-registered investment advisor and wealth management firm headquartered in Waltham, Massachusetts. Founded in 2012, the firm provides investment advice to individuals, high net-worth individuals, and professional associations. | Directeur en chef des Investissements | 01/10/2022 |
Anciens postes connus de Dennis Follmer
| Sociétés | Poste | Fin |
|---|---|---|
F-Squared Investments, Inc.
 F-Squared Investments, Inc. Investment ManagersFinance F-Squared Investments, Inc. is an investment advisory firm headquartered in Wellesley, Massachusetts. The firm was founded by Vadim Fishman in 2006 and is a wholly-owned subsidiary of F-Squared Investment Management LLC, ultimately held y Cedar Capital Investments Holdings LLC. F-Squared Investments offers various index products on a non-discretionary basis to unaffiliated third parties, and provides discretionary investment advisory services based on those index products to various separately managed account clients. | Membre du Comité d'Investissement | - |
Broadmeadow Capital LLC
 Broadmeadow Capital LLC Investment ManagersFinance Part of Cedar Capital Investments Holdings LLC, Broadmeadow Capital LLC is a company that provides investment advice. The company is based in Boston, MA. The company was founded in 2014 by David Richard Cabot, Eric Lawrence Biegeleisen. David Richard Cabot has been the CEO since 2014. | Gestionnaire de Portefeuille-Actions | - |
KeyBanc Capital Markets, Inc.
 KeyBanc Capital Markets, Inc. Investment Banks/BrokersFinance KeyBanc Capital Markets, Inc. is a registered investment bank and broker/dealer headquartered in Cleveland, Ohio. The firm was founded in 1983 and is a subsidiary of KeyCorp. (NYSE: KEY). KeyBanc Capital Markets provides investment banking, commercial lending, treasury management, derivatives, foreign exchange, equity and debt underwriting and trading and syndicated finance products and services to large corporations and middle-market companies. | Corporate Officer/Principal | - |
The Northbridge Group, Inc.
 The Northbridge Group, Inc. Miscellaneous Commercial ServicesCommercial Services The Northbridge Group, Inc. provides economic and strategic consulting services. It specializes in mergers and acquisitions, regulated power supply procurement, and wholesale market design. The company was founded by Michael Schnitzer in 1992 and is headquartered in Concord, MA. | Corporate Officer/Principal | - |
Barclays Capital, Inc.
 Barclays Capital, Inc. Investment Banks/BrokersFinance Barclays Capital, Inc. is a registered broker/dealer headquartered in New York City. The firm was founded in 1997 and is a subsidiary of Barclays Group US, Inc., ultimately owned by Barclays plc (LON: BARC) in Great Britain. Barclays Capital provides large corporate, government and institutional clients a full spectrum of prime brokerage services which includes equities and fixed income financing, OTC Clearing, Futures and Foreign Exchange Prime Brokerage and access to industry insights and analytics from their Strategic Consulting team. | Corporate Officer/Principal | - |
Formation de Dennis Follmer
| Massachusetts Institute of Technology | Masters Business Admin |
| Miami University | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Exécutifs
Sociétés liées
| Entreprise privées | 7 |
|---|---|
Tudor Investment Corp.
 Tudor Investment Corp. Investment ManagersFinance Tudor Investment Corp. (TIC) is an independent, SEC-registered investment adviser and hedge fund manager headquartered in Stamford, Connecticut. The firm was founded in 1980 by Paul T. Jones, II. TIC provides discretionary investment advisory services to various hedge funds, private equity funds and managed accounts. Investors in these funds generally include high-net worth individuals and related entities, sovereign entities, pension funds, non-financial corporates, financial institutions, endowments and foundations, fund-of-fund vehicles and proprietary capital from current and former personnel. | Finance |
KeyBanc Capital Markets, Inc.
KeyBanc Capital Markets, Inc. Investment Banks/BrokersFinance KeyBanc Capital Markets, Inc. is a registered investment bank and broker/dealer headquartered in Cleveland, Ohio. The firm was founded in 1983 and is a subsidiary of KeyCorp. (NYSE: KEY). KeyBanc Capital Markets provides investment banking, commercial lending, treasury management, derivatives, foreign exchange, equity and debt underwriting and trading and syndicated finance products and services to large corporations and middle-market companies. | Finance |
F-Squared Investments, Inc.
F-Squared Investments, Inc. Investment ManagersFinance F-Squared Investments, Inc. is an investment advisory firm headquartered in Wellesley, Massachusetts. The firm was founded by Vadim Fishman in 2006 and is a wholly-owned subsidiary of F-Squared Investment Management LLC, ultimately held y Cedar Capital Investments Holdings LLC. F-Squared Investments offers various index products on a non-discretionary basis to unaffiliated third parties, and provides discretionary investment advisory services based on those index products to various separately managed account clients. | Finance |
Barclays Capital, Inc.
Barclays Capital, Inc. Investment Banks/BrokersFinance Barclays Capital, Inc. is a registered broker/dealer headquartered in New York City. The firm was founded in 1997 and is a subsidiary of Barclays Group US, Inc., ultimately owned by Barclays plc (LON: BARC) in Great Britain. Barclays Capital provides large corporate, government and institutional clients a full spectrum of prime brokerage services which includes equities and fixed income financing, OTC Clearing, Futures and Foreign Exchange Prime Brokerage and access to industry insights and analytics from their Strategic Consulting team. | Finance |
The Northbridge Group, Inc.
The Northbridge Group, Inc. Miscellaneous Commercial ServicesCommercial Services The Northbridge Group, Inc. provides economic and strategic consulting services. It specializes in mergers and acquisitions, regulated power supply procurement, and wholesale market design. The company was founded by Michael Schnitzer in 1992 and is headquartered in Concord, MA. | Commercial Services |
Montis Financial LLC
Montis Financial LLC Investment ManagersFinance Montis Financial LLC is a SEC-registered investment advisor and wealth management firm headquartered in Waltham, Massachusetts. Founded in 2012, the firm provides investment advice to individuals, high net-worth individuals, and professional associations. | Finance |
Broadmeadow Capital LLC
Broadmeadow Capital LLC Investment ManagersFinance Part of Cedar Capital Investments Holdings LLC, Broadmeadow Capital LLC is a company that provides investment advice. The company is based in Boston, MA. The company was founded in 2014 by David Richard Cabot, Eric Lawrence Biegeleisen. David Richard Cabot has been the CEO since 2014. | Finance |