Dennis Wee

Dennis Wee is a Partner and Senior Advisor at Westmount Partners, an independent investment advisory firm based in Los Angeles, California. In his role, Dennis is responsible for leading wealth management strategies, providing guidance to high-net-worth clients, and contributing to the firm’s investment committee decisions.

His areas of expertise include multi-asset class portfolio construction, public and private markets, and bespoke wealth management solutions for individuals and families. Westmount Partners is known for its focus on asset allocation across equities, fixed income, alternative investments, and private markets, and Dennis is actively involved in advising clients with sophisticated investment needs in these sectors.

Prior to joining Westmount Partners in 2008, Dennis gained valuable experience as a Client Account Coordinator at Fisher Investments, where he honed his client service and investment analysis skills. He holds a degree in Business Administration with an emphasis in Finance from the University of California, Berkeley’s Haas School of Business, equipping him with a strong foundation in both finance and strategic asset management.