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Terrence Demorest

Terrence Demorest

Chief Investment Officer - Public Markets and ESG at Westmount Partners, LLC

Los Angeles, CA , United States

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

OrganizationRoleDate RangeDetails
Westmount Asset ManagementChief Investment Officer - Public Markets and ESGOct 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...
CitiPrivate BankerAug 2007 to Oct 2008
Bloomberg TradebookInstitutional SalesMar 2005 to Jul 2005
Bloomberg LPSales Team LeaderJun 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

Alternative Investments
Asset Allocation
Investments
Financial Modeling
Financial Analysis
Retirement Planning
Tax Planning
Asset Management
Data Analysis
Marketing Strategy
Microsoft Office
Research
Credit
Banking
Management
Microsoft Excel
Sales

Others at Westmount Partners, LLC (12)

NameRoleLocation
A
Arielle Anderson
PartnerLos Angeles, CA , United States
Denis Massey
Denis Massey
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
Showing 1-10 of 12 team members

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