Monty C. Hsu, CFA, CPA/ABV

Financial Analyst



Monty Hsu is a financial analyst with Mercer Capital. Monty is involved in the valuation of corporate entities, as well as the valuation of financial institutions, employee stock ownership plans, estate and gift tax planning, and compliance matters.

Professional Activities

  • The CFA Institute
  • The American Institute of Certified Public Accountants
  • The Texas Society of Certified Public Accountants (Dallas Chapter)
  • The North Dallas Estate Planning Council
  • The Society of Financial Service Professionals
  • The Financial Consulting Group

Professional Designations

  • Certified Public Accountant (Texas Board of Accountancy)
  • Accredited in Business Valuation (The AICPA)
  • Chartered Financial Analyst (The CFA Institute)

Education

  • University of Texas, Dallas, Texas, (M.S., Finance)
  • National Taiwan University (B.S., Accounting)