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May 18-20, 2022
Hilton San Francisco Union SquareSan Francisco, CA

Trevor Montano
Founder, Managing Member at West Potomac Capital


“Deep financial services sector expertise is necessary to effectively navigate the risks and opportunities in preferred and hybrid capital securities. Trevor has 20 years of experience investing in, raising capital for and advising financial institutions.”

  • Partner & Managing Director, Moelis & Company

    • Provided strategic and financial advice to financial institutions including banks, specialty

finance and fintech companies

  • Chief Investment Officer, U.S. Department of the Treasury

    • Actively managed Troubled Asset Relief Program (TARP) investments in financial institutions, ~$5bn in investments in ~100 institutions, majority in preferred and hybrid capital securities
    • Served on over 10 U.S. Bank Boards of Directors and the U.S Treasury Federal Financing Bank (FFB) credit committee

  • Citigroup & UBS Investment Bank financial institutions investment banker

    • M&A origination and execution, capital raising and debt underwriting
    • Structured, underwrote and distributed preferred and hybrid securities
    • Completed more than 30 strategic M&A and capital transactions for financial institutions valued at over $35bn

  • Columbia Business School M.B.A., Chartered Financial Analyst and CFA Society of

Washington D.C. Board Member, Member Economic Club of Washington D.C.

  • Member of Board of Trustees and Chair of the investment committee at George

Mason University Foundation ($300mm)