Aug. 29, 2023
/PRNewswire/ — Westmount Asset Management (“Westmount”), a
-based, independent investment advisory firm with more than
in assets under management, announced today that Senior Advisor
, has been named a partner of the firm.
Massey joined Westmount as a Senior Advisor in 2016, advising clients on various aspects of their financial lives, including retirement, trust and estate planning, and asset allocation. As a member of Westmount’s investment and environmental, social, and governance (ESG) committees, Massey also helps shape Westmount’s investment decision-making by monitoring the markets and uncovering new opportunities that add value to client portfolios.
“Denis’ background in fixed income and current focus on alternative investments is a highly attractive combination, especially in the current market environment,” said
. “We’re thrilled to have him join our partnership, where he can continue to make a positive impact on clients and the future success of our firm.”
Besides his client work, Massey also spearheaded Westmount’s efforts to
become a Certified B Corporation
(“B Corp”) in 2022. B Corps are for-profit companies that seek to use business as a force for good. Under Massey’s leadership, Westmount became one of the first
-based registered investment advisory firms to attain this distinction.
Massey grew up in central
and received his undergraduate degree in business management from
. Upon graduation, he moved across the country to complete his MBA at the University of Hawai’i at Manoa. He also holds the Chartered Alternative Investment Analyst designation and is a past board chair of the Surfrider Foundation’s South Bay Chapter.
Founded in 1990, Westmount is a leading independent investment advisory firm based in
, managing more than
in assets under management as of
June 30, 2023
. Westmount seeks to bring clarity and purpose to clients’ financial lives by providing objective, independent investment advice complemented by sophisticated financial planning. To learn more, visit
, Marketing Manager: 310-556-2502 or
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SOURCE Westmount Asset Management