Thomas Levy

Analyst

Thomas Levy

As an Analyst at Vantage Point Advisors, Thomas Levy 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. Levy 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 2021, Mr. Levy worked as a Staff Accountant for Conti Warehouses, LLC based in Fort Worth, TX. In this role, he prepared and maintained financial statements and reports for portfolio companies. Mr. Levy has passed all three levels of the Chartered Financial Analyst (CFA) Program and is working towards the experience requirement.

Mr. Levy graduated from the University of Texas at Arlington with a B.B.A. in Finance.

Professional Experience
  • Vantage Point Advisors, Inc. – Analyst
  • Conti Warehouses, LLC – Staff Accountant
  • Chisholm Medical Management – Analyst
Education
  • University of Texas at Arlington, B. B. A. – Finance