Terrence Demorest
Director of Research - Equity at Westmount Asset Management LLC
Profile
Mr. Terrence M.
Demorest is a Chief Investment Officer of Public Markets & ESG at Westmount Asset Management LLC.
He came to Westmount in 2008, where he works directly with clients and heads up research.
As Westmount’s co-chief investment officer, he navigates the public markets, spots pockets of opportunity, avoids areas of undue risk, and uncovers new managers and strategies to incorporate into client portfolios.
He also oversees Westmount’s Environmental, Social, and Governance (ESG) portfolio, enabling clients to invest in innovative strategies through a socially conscious lens.
Mr. Demorest was previously employed as an Assistant Vice President by Citigroup Private Bank, a Principal by Bloomberg Tradebook LLC, and a Sales Team Leader by Bloomberg LP.
He received his undergraduate degree from the University of Pennsylvania and an MBA from McDonough School of Business.
Terrence Demorest active positions
| Companies | Position | Start |
|---|---|---|
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. | Director of Research - Equity | 2008-09-30 |
Former positions of Terrence Demorest
| Companies | Position | End |
|---|---|---|
Citigroup Private Bank
 Citigroup Private Bank Investment ManagersFinance Citigroup Private Bank is the private banking subsidiary of Citigroup, Inc. (NYSE: C) in the US. Headquartered in New York City, the firm serves worldly and wealthy individuals and their families with a customized private banking service that crosses borders. They also provide services to professional investors, family offices, and lawyers and law firms. | Corporate Officer/Principal | - |
Bloomberg Tradebook LLC
 Bloomberg Tradebook LLC Specialty TelecommunicationsCommunications Bloomberg Tradebook LLC provides electronic trading services. It offers services to institutional traders, broker-dealers, plan sponsors, market makers, and hedge fund & portfolio managers with direct and anonymous access to equities, futures and foreign exchange markets. The firm also offers equity brokerage services, execution and settlement commission management services. The company was founded in 1996 and is headquartered in New York, NY. | Corporate Officer/Principal | - |
Bloomberg LP
 Bloomberg LP Data Processing ServicesTechnology Services Bloomberg LP engages in the provision of business data, news, and financial information services. Its product include Bloomberg terminal, execution and order management, content and data, financial data management, and integration and distribution. The company was founded by Michael Rubens Bloomberg, Charles M. Zegar, Thomas F. Secunda, and Duncan L. MacMillan in 1981 and is headquartered in New York, NY. | Corporate Officer/Principal | - |
Training of Terrence Demorest
| University of Pennsylvania | Undergraduate Degree |
| McDonough School of Business | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
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 |
Citigroup Private Bank
Citigroup Private Bank Investment ManagersFinance Citigroup Private Bank is the private banking subsidiary of Citigroup, Inc. (NYSE: C) in the US. Headquartered in New York City, the firm serves worldly and wealthy individuals and their families with a customized private banking service that crosses borders. They also provide services to professional investors, family offices, and lawyers and law firms. | Finance |
Bloomberg Tradebook LLC
Bloomberg Tradebook LLC Specialty TelecommunicationsCommunications Bloomberg Tradebook LLC provides electronic trading services. It offers services to institutional traders, broker-dealers, plan sponsors, market makers, and hedge fund & portfolio managers with direct and anonymous access to equities, futures and foreign exchange markets. The firm also offers equity brokerage services, execution and settlement commission management services. The company was founded in 1996 and is headquartered in New York, NY. | Communications |
Bloomberg LP
Bloomberg LP Data Processing ServicesTechnology Services Bloomberg LP engages in the provision of business data, news, and financial information services. Its product include Bloomberg terminal, execution and order management, content and data, financial data management, and integration and distribution. The company was founded by Michael Rubens Bloomberg, Charles M. Zegar, Thomas F. Secunda, and Duncan L. MacMillan in 1981 and is headquartered in New York, NY. | Technology Services |
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