As an Analyst at Vantage Point Advisors, Inc., Thomas Montalbano conducts business valuation work utilizing a variety of valuation methodologies including discounted cash flow, guideline public company and transaction analyses, option-pricing methods, and equity allocation. Mr. Montalbano is involved in a wide variety of projects ranging from BEV/fair value measurement, debt and equity securities, share-based compensation valuations (under IRC 409a and ASC 718) to marital dissolutions, litigation support, financial reporting/tax compliance, and gift and estate planning.
Prior to joining Vantage Point Advisors in 2020, Mr. Montalbano worked as an analyst for The Beyster Institute based in San Diego, CA. He consulted with and performed valuations for companies undertaking an employee stock ownership plan (ESOP). Mr. Montalbano graduated from the University of Oregon with a B.S. in Political Science and minors in Economics and Psychology. In addition, he graduated from the University of California, San Diego with an M.B.A.
- Vantage Point Advisors, Inc. – Analyst
- The Beyster Institute – Analyst
- University of California, San Diego, M.B.A.
- University of Oregon, B.S. – Political Science