Trevor Montano

Founder, Managing Member at West Potomac Capital

Speaker

Trevor Montano is the Founder and Managing Member of West Potomac Capital LLC (WPC). WPC utilizes a fundamental approach to security selection with regulatory change and other event driven overlays to drive investment theses. In addition to deploying capital into the broad financial services sector, Mr. Montano also founded WPC to support financial inclusion and therefore does a significant amount of work with Community Development Financial Institutions (CDFIs) and Minority Depository Institutions (MDIs) located in low- and moderate-income communities.

Prior to founding WPC, Mr. Montano spent 20 years in investment banking and portfolio management focused on the financial services sector. As a strategic and financial advisor, he advised on M&A, capital raising and other structured financing transactions and worked closely with U.S. and foreign banks, CDFIs, MDIs, specialty finance companies, broker-dealers, financial technology businesses and governments. As an accomplished corporate finance advisor, Mr. Montano has completed more than 30 strategic M&A and capital raising transactions worth over $35 billion in transaction value.

Mr. Montano also spent 3 years in public service as the Chief Investment Officer at the U.S. Department of the Treasury (2014-2017) where he was responsible for managing financial institution investments made by the U.S. Government under the Troubled Asset Relief Program (TARP). Mr. Montano assumed responsibility for, and management of, the ~$5 billion investment portfolio (~100 institutions) in 2014 and largely wound it down over three years. During this time, Mr. Montano worked extensively with CDFIs and MDIs that were in the portfolio.