top of page
GTM Bio Pic FINAL 3.jpg

GEOFF MALCOLM,
CFA, ASA

Director

Atlanta, Georgia

T: 404.879.7413

E: gmalcolm@altaviewadvisors.com

Education

​

University of Georgia, B.B.A., Finance (Honors Program), 2010

​

Credentials and Licenses

​

Chartered Financial Analyst (CFA), CFA Institute

American Society of Appraisers, Accredited Senior Appraiser

​

Professional Associations

​

Atlanta Estate Planning Council

Estate Planning Council of North Georgia

Georgia Planned Giving Council – Board Member

CFA Society of Atlanta

​

Community

​

Holy Innocents’ Alumni Advisory Board

Philanthropic Advisor Leadership Institute (PALI) – 2022/23 Class​

Atlanta Charitable Advisor Network – Committee Member

Balser Giving Circle   

Geoff Malcolm, CFA, ASA, is a Director of AltaView and is located in the firm’s Atlanta office. He has 15 years of experience advising on valuation matters for businesses across a diverse range of industries, sizes, capital structures, and stages of development.
 
Geoff primarily provides valuations on behalf of private clients. He has prepared valuation analyses for attorneys, accountants, and the Internal Revenue Service, as well as company management, boards, and shareholders.

 

Geoff's valuation analyses have been used in matters relating to:

​​

  • Estate and gift tax planning

  • Strategic/corporate planning

  • Shareholder planning

  • Charitable contributions

  • Buy-sell agreements

  • Mergers and acquisitions

  • Fairness opinions

  • Financial reporting

  • Portfolio valuation

  • Litigation

​

Within estate and gift tax planning, Geoff has significant experience performing valuations of alternative asset managers, including a wide range of structured interests in hedge funds, private equity funds, and real estate funds, such as carried interests. Geoff also has experience valuing a variety of security types including common equity, preferred equity, convertible instruments, distressed debt, fee awards, stock options, and complex derivatives. In addition, Geoff has expertise valuing entities with complex organizational structures.

​

Prior to joining AltaView, Geoff was an Assistant Vice President with Management Planning, Inc. (MPI). Prior to MPI, Geoff performed valuation engagements at Houlihan Lokey, FMV Opinions, Inc., and Sigma Valuation Consulting. Geoff started his career at Caymus Equity Partners, a boutique merchant banking firm.

ORANGE COUNTY, CA

LOCATIONS

ORANGE COUNTY, CA

SAN FRANCISCO, CA

SEATTLE, WA

_edited_edited.jpg
_edited_edited_edited.jpg
Seattle%252520skyline%252520at%252520sunset%25252C%252520WA%25252C%252520USA_edited_edited

DALLAS, TX

ATLANTA, GA

CHICAGO, IL

ATL%252520Midtown%252520Photo%252520Cropped%252520B%252526W_edited_edited_edited.jpg
_edited_edited.jpg
Chicago-IL.jpg

LAS VEGAS, NV

SALT LAKE CITY, UT

NEW YORK, NY

Salt Lake City.jpg
New%20York%20City%20skyline%20with%20urban%20skyscrapers%20at%20sunset_edited_edited_edite
LV_edited.jpg
Philadelphia2_edited.jpg

PHILADELPHIA, PA

For physical mail/billing: AltaView Advisors LLC | 41877 Enterprise Circle, Ste. 200 | Temecula, CA 92590
Copyright © 2025 AltaView Advisors LLC. All rights reserved.
bottom of page