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Brian D
Series 63, Series 65
Miami, FL
Dumont Wealth
Brian Dumont is the principal of Dumont Wealth, an independent registered investment adviser, with 21 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Cambridge Investment Research Inc. and other financial firms. Dumont is also the co-founder and CEO of Gondola InsurTech Corp, an insurance technology company, and serves as a trustee of the NYC Chapter Board for the New York League of Conservation Voters, a nonprofit focused on environmental policy. Dumont Wealth provides discretionary and non-discretionary asset management, financial planning, and referrals to third-party money managers for individual and high-net-worth clients. The firm’s investment approach combines technical analysis with modern portfolio theory, managing accounts typically reviewed quarterly and tailored to client investment policy statements.
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