Senior Associate, Tax Credit Investments
Sam Altman

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 a Senior Associate, Tax Credit Investments in Monarch Private Capital. In this role, Sam 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 Projects
  • Hy-Vee Arena
  • LaSalle Theatre
  • Firwood Solar Farm
  • College Football
  • Men's League Softball
  • Hiking
Credit Placement
Film Tax Credits
Historic Tax Credits
Low Income Housing Tax Credits
Renewable Energy Tax Credits
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Contact us for more information about impact investing, federal and state tax credits.