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Denis Massey

Denis Massey

Partner at Westmount Partners, LLC

Los Angeles, CA , United States

About

Denis Massey is a Partner and Senior Advisor at Westmount Partners in Los Angeles, where he specializes in advising high-net-worth individuals and families on all facets of wealth management, including retirement, trust, and estate planning. In addition to client advisory, he plays a key role on Westmount’s Investment and ESG committees, leveraging deep expertise in fixed income and alternative assets to guide the firm’s portfolio construction and sustainable investment strategies.

Prior to joining Westmount in 2016, Mr. Massey held several senior roles at Bank of Hawaii, serving as Vice President and Senior Portfolio Manager as well as Market Risk Analyst, overseeing risk and portfolio allocations across a range of asset classes. His background positions him as a specialist in fixed income, alternatives, and multi-asset strategies for private clients and institutional investors.

Denis holds a Master of Business Administration from the University of Hawaii at Manoa and a Bachelor of Science in Business Management from Rutgers University. He is recognized for his contributions to integrating ESG considerations in investment management and helping shape Westmount’s focus on sustainable and risk-adjusted portfolio strategies.

Career History

OrganizationRoleDate RangeDetails
Westmount PartnersPartnerAug 2016 to Present
Based in Los Angeles, Westmount is an independent investment advisory firm that helps individuals, families, foundations and endowments manage, protect and grow their wealth. Westmount excels in ident...
Bank of HawaiiVice President and Senior Portfolio ManagerNov 2007 to Jan 2015
Senior Portfolio Manager at Bank of Hawaii. Portfolio Manager for over $1 billion in tax exempt mutual funds and separately managed accounts Pacific Capital Tax Free Short Intermediate Fund (PTFSX) Pa...
Bank of HawaiiMarket Risk AnalystJun 2006 to Nov 2007

Education

University of Hawaii at Manoa

Master of Business Administration (M.B.A.)

2004 2006

Rutgers University

Bachelor of Science (BS), Business, Management

1997 2001

Skills & Expertise

Portfolio Management
Fixed Income
Securities
Loans
Banking
Asset Management
Financial Analysis
Risk Management
Mutual Funds
Credit Analysis
Credit Risk
Equities
Investments
Bloomberg
Financial Modeling
Valuation
Capital Markets
Bloomberg Terminal
Market Research
Credit
Alternative Investments
Trading
Wealth Management
Financial Services
Financial Advisory
Social Media
Leadership
Advisory
Microsoft Excel
Strategy
Strategic Planning
Business Development
Investment Advisory
Management

Others at Westmount Partners, LLC (12)

NameRoleLocation
A
Arielle Anderson
PartnerLos Angeles, CA , United States
Dennis Wee
Dennis Wee
PartnerLos Angeles, CA , United States
Sean Cauvel
Sean Cauvel
Managing PartnerLos Angeles, CA , United States
Sean Sugrue
Sean Sugrue
AssociateLos Angeles, CA , United States
Dylan Wensley
Dylan Wensley
Senior AssociateLos Angeles, CA , United States
Eric Lin
Eric Lin
Senior AssociateArcadia, CA , United States
Isaak Ottmar
Isaak Ottmar
Senior AssociateLos Angeles, CA , United States
K
Kajsa Askins
AssociateLos Angeles, CA , United States
Natalie Glover
Natalie Glover
Senior AssociateLos Angeles, CA , United States
Sam Attianese
Sam Attianese
AssociateLos Angeles, CA , United States
Showing 1-10 of 12 team members

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