Investment & Planning

Terrence Demorest

Terrence Demorest

Partner, Chief investment officer -
public markets and ESG

Terrence grew up on the East Coast. At University of Pennsylvania, he completed a double major in political science and history and rowed varsity lightweight crew. He managed various sales teams at Bloomberg LP, went to Georgetown to get his MBA, then moved to L.A. to work with ultra-wealthy clients at Citi Private Bank in Beverly Hills.

Terrence came to Westmount in 2008, where he works directly with clients and heads up research. As Westmount’s co-chief investment officer, he navigates the public markets, spots pockets of opportunity, avoids areas of undue risk, and uncovers new managers and strategies to incorporate into client portfolios. He also oversees Westmount’s Environmental, Social, and Governance (ESG) portfolio, enabling clients to invest in innovative strategies through a socially conscious lens.

Articles on Insights Lounge by Terrence

Stocks, alternatives continue their upward momentum as the bond market struggles

The evolution of our high-income strategy

Tapping into the private equity market

Navigating the markets following the COVID meltdown

The Fed’s role in guiding the economy – and ours in guiding client portfolios

The power of shareholder engagement

Tracking the rise of water as an investment theme

Reconsidering the traditional 60/40 portfolio

Alternatives continue to shine

Measuring ESG impact

Investing for a sustainable future

Markets rocked by powerful financial and geopolitical forces

Inflation (take two): still a force to be reckoned with

Market insights: It’s all in the earnings