Investment & Planning

Denis grew up in central New Jersey, criss-crossing the state to compete in basketball and soccer games. He earned his degree in business management from Rutgers, then made the long trek west to complete his MBA at the University of Hawaii at Manoa. Post-graduation, Denis developed his professional skills with Bank of Hawaii in Honolulu. He started as market analyst, completing investment reviews and researching asset allocation strategies. By the time he left, Denis had established himself as an expert in fixed-income portfolios, overseeing $1 billion in assets.

As a partner and senior advisor at Westmount, Denis brings all his expertise to bear in his relationships with our clients. He delves deep into their personal stories, helping them define and achieve their financial objectives and realize their personal vision. Outside of work, Denis loves outdoor activities – camping, surfing and all types of water sports.