Dennis Wee
Mitglied des Investmentausschusses bei Westmount Asset Management LLC
Profil
Mr. Dennis Wee is a Partner & Senior Advisor at Westmount Asset Management LLC.
He joined the firm in February 2008.
In 2012, that evolved into his current portfolio management duties, which include serving on the firm’s investment committee and creating comprehensive financial plans designed to help individuals and families achieve their life goals.
Mr. Wee was previously employed as a Client Services Specialist by Fisher Asset Management LLC.
He received his BSBA from Haas School of Business.
Aktive Positionen von Dennis Wee
| Unternehmen | Position | Beginn |
|---|---|---|
Westmount Asset Management LLC
 Westmount Asset Management LLC Investment ManagersFinance Westmount Asset Management LLC (Westmount) is a SEC-registered investment advisor headquartered in Los Angeles, California. The firm was founded by Robert A. Berliner and James E. Berliner in 1990. Westmount provides various investment advisory services to pension and profit-sharing plans, non-profits, estates and trusts, corporations, partnerships and individuals. | Mitglied des Investmentausschusses | 01.02.2008 |
Ehemalige bekannte Positionen von Dennis Wee
| Unternehmen | Position | Ende |
|---|---|---|
Fisher Asset Management LLC
 Fisher Asset Management LLC Investment ManagersFinance Fisher Asset Management LLC, dba Fisher Investments (FI), is a SEC-registered investment advisor headquartered in Plano, Texas. The firm was founded in 1979 by Ken Fisher and is a subsidiary of Fisher Investments, Inc. FI manages the assets of a diverse global client base which includes corporations, public and multi-employer pension funds, foundations and endowments, insurance companies, health-care organizations, governments and high net worth families. | Corporate Officer/Principal | - |
Ausbildung von Dennis Wee
| Haas School of Business | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 2 |
|---|---|
Westmount Asset Management LLC
Westmount Asset Management LLC Investment ManagersFinance Westmount Asset Management LLC (Westmount) is a SEC-registered investment advisor headquartered in Los Angeles, California. The firm was founded by Robert A. Berliner and James E. Berliner in 1990. Westmount provides various investment advisory services to pension and profit-sharing plans, non-profits, estates and trusts, corporations, partnerships and individuals. | Finance |
Fisher Asset Management LLC
Fisher Asset Management LLC Investment ManagersFinance Fisher Asset Management LLC, dba Fisher Investments (FI), is a SEC-registered investment advisor headquartered in Plano, Texas. The firm was founded in 1979 by Ken Fisher and is a subsidiary of Fisher Investments, Inc. FI manages the assets of a diverse global client base which includes corporations, public and multi-employer pension funds, foundations and endowments, insurance companies, health-care organizations, governments and high net worth families. | Finance |
