Frederick Thomas

  • Managing Director
(562) 457-9285
(add to contacts)

Biography

Fred is a Managing Director in Capstone's ESOP Advisory Group. He is principally responsible for business development, succession planning, ESOP formation, consulting, merger/acquisition and transaction design. Fred has over 20 years of experience in the financial industry.

Education

University of Missouri - Business Administration, Finance 

Registrations & Affiliations

National Center of Employee Ownership (NCEO)

ESOP Association

The Society of Financial Service Professionals

Industry Coverage

Employee Stock Option Plans (ESOPs) provide an opportunity for business owners or shareholders to successfully plan an immediate or gradual tax-advantaged exit strategy, while also engineering the continued success of the business.  In our latest report, ESOPs - Your Questions Answered, we provide you with detailed information on situations to consider an ESOP, as well as answers to common questions.Read more