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Terrence Demorest
Chief Investment Officer - Public Markets and ESG at Westmount Partners, LLC
About
Terrence Demorest serves as Chief Investment Officer—Public Markets and ESG at Westmount Asset Management in Los Angeles, California. In this leadership role, he oversees the firm’s investment strategy in public stock and bond markets, with a special focus on Environmental, Social, and Governance (ESG) portfolios. His responsibilities include leading investment research, working directly with clients to set financial goals, and developing customized investment solutions tailored to specific client needs.
His expertise covers a wide array of publicly traded asset classes, including equities and fixed income, along with ESG-oriented investments that target ethical and impact objectives alongside financial returns. Demorest was instrumental in developing and launching Westmount’s ESG portfolio in 2018, which emphasizes investments that deliver both attractive returns and measurable environmental or social benefits.
Prior to his tenure at Westmount, Demorest held positions as a Private Banker at Citi, where he managed high-net-worth client relationships, and in Institutional Sales at Bloomberg Tradebook. He holds an MBA in Finance from Georgetown University’s McDonough School of Business and a BA in Political Science and History from the University of Pennsylvania. His prominent contributions include advancing ESG integration in client portfolios and guiding research across public market investment strategies.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Westmount Asset Management | Chief Investment Officer - Public Markets and ESG | Oct 2008 to Present | Based in Los Angeles, Westmount Asset Management is an independent investment advisory firm that helps individuals, families, foundations and endowments manage, protect and grow their wealth. Westmoun... |
| Citi | Private Banker | Aug 2007 to Oct 2008 | — |
| Bloomberg Tradebook | Institutional Sales | Mar 2005 to Jul 2005 | — |
| Bloomberg LP | Sales Team Leader | Jun 1999 to Feb 2005 | — |
Education
Georgetown University - The McDonough School of Business
MBA, Finance
2005 — 2007
University of Pennsylvania
BA, Political Science and History
1995 — 1999
Episcopal Academy
1991 — 1995
Skills & Expertise
Others at Westmount Partners, LLC (12)
| Name | Role | Location |
|---|---|---|
A Arielle Anderson | Partner | Los Angeles, CA , United States |
| Partner | Los Angeles, CA , United States | |
| Partner | Los Angeles, CA , United States | |
| Managing Partner | Los Angeles, CA , United States | |
| Associate | Los Angeles, CA , United States | |
| Senior Associate | Los Angeles, CA , United States | |
| Senior Associate | Arcadia, CA , United States | |
| Senior Associate | Los Angeles, CA , United States | |
K Kajsa Askins | Associate | Los Angeles, CA , United States |
| Senior Associate | Los Angeles, CA , United States |
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