Director of Tax Credit Investments
It is motivating to work for a company that contributes to the positive development of communities by providing the opportunity for individuals and entities to direct their tax dollars towards impactful investing.
Sam Altman is the Director of Tax Credit Investments at Monarch Private Capital. In this role, he is primarily responsible for building and maintaining relationships with CPA firms, financial institutions, wealth managers, corporations and high net worth individuals that may benefit from ESG tax-advantaged investments.
Prior to joining Monarch, Sam worked as an external auditor at Crowe, formally known as Crowe Horwath. During his time at Crowe, he audited financial institutions ranging from community sized institutions to large publicly traded banks. Sam also gained experience providing audit services for private equity owned companies in the manufacturing space.
Sam earned a BS in accountancy from Case Western Reserve University in Cleveland, Ohio, where he also competed on the varsity baseball team as a pitcher. Sam is a certified public accountant (CPA) in the state of Indiana. Outside of work, Sam enjoys playing on his men’s league softball team, hiking and following college football.
Education & Professional Associations
- BS in Accountancy, Case Western Reserve University
- Certified Public Accountant (CPA), Indiana
Favorite ESG Projects
- Hy-Vee Arena
- LaSalle Theatre
- Firwood Solar Farm
- College Football
- Men's League Softball