Tony Montenegro brings over 25 years of experience in the investment industry.
Prior to founding The Blackmont Group, he was a Principal at Deutsche Bank in Century City, at the time, the world’s largest investment bank and institutional wealth management firm. His office managed over $30 billion in assets for high net worth and ultra-high net worth investors.
He also worked in both a management and advisory capacity at JP Morgan.
Tony studied finance at Azusa Pacific University and Behavioral Finance, Taxation, and Technology at the John F. Kennedy School of Government at Harvard University.
With relation to wealth building using stocks, Tony subscribes to a variety of investment approaches including value investing in order to manage longer term strategic positions as popularized by Benjamin Graham and Graham’s most famous student, Warren Buffet, but also believes momentum investing as a tactical allocation is important to maximize returns. His background as an options trader and options principal gives him unique insight in this space as well as with scalping, day trades, and swing trades.
Tony utilizes fundamental analysis to help determine the merits of a company’s place in a portfolio and technical analysis which includes charting in order to manage risk and determine entry and exit points in terms of price and time. When employing macroeconomic top-down analysis, he subscribes to Austrian economic theory as popularized by notable economists Frederic Bastiat and Ludwig von Mises.
Tony has been featured in major publications on topics including personal finance, economics, and investing. His expertise is featured on platforms such as Forbes, CNBC, U.S. News & World Report, USA Today, and The Huffington Post.
When I was very young, my mom taught me how to balance a checkbook using a noisy calculator introducing me to practical financial skills early on. My grandfather had a multifaceted business and diverse portfolio of real estate, stocks, and bonds which sparked a deeper curiosity in finance.
After college and over the years of working in the investment industry, exposure to a variety of wealth building strategies and methods piqued my interest and appetite to learn more about business, economics, and investing which led to a virtuous cycle of learning.
I count myself very fortunate to regularly hear so many great (and not so great) ideas on wealth building. Business owners have a special place in my heart because like my grandfather and myself, they often dare to boldly pursue a path and a passion that contributes to human flourishing for the local and even global community.
As an investor, I have an unending appetite to educate and equip myself so I may discern the merits of diverse strategies employable to wealth building. These strategies may include business ventures, large and small or tangible assets like real estate and commodities or even digital assets like crypto currency. With each of these approaches toward wealth building, I believe it is important to determine an exit strategy before I enter.
