In The News

We are pleased to announce that Jason Terhune, CIMA®, CFP® has joined the Capital Advantage, Inc. team. Jason will work closely with Founder John Hayman and Senior Service Advisor Catherine…

Amy Montano is typically the first person to greet you when you call or visit Capital Advantage. She is our Office Manager and Senior Administrative Assistant, and is responsible for…

Selma Hackett is a Senior Client Service Representative at Capital Advantage. She is responsible for maintaining client accounts, servicing client requests, and supporting various aspects of sales, marketing, and financial…

Manasa Palakodaty joined Capital Advantage in 2021. She is responsible for supporting the compliance, operations, and investment management departments as well as ensuring proper execution of the organization’s processes and…

Brian Wang joined Capital Advantage in 2021. He holds the Chartered Financial Analyst (CFA) designation and is an Investment Advisor Representative. Brian has a broad background in financial services. As…

Client Service Advisor Ian Burkhard joined Capital Advantage in June of this year. He is a licensed CPA (Certified Public Accountant) and is working to obtain his CERTIFIED FINANCIAL PLANNER™ (CFP®)…

In one of Carl Landau’s most interesting interviews, Mark Linz, former top Bank of America executive talks about how he left banking and co-founded Your Next Season, an organization to…

“I Used to be Somebody” doesn’t give out standard “Life After Retirement” advice. It’s an entertaining antidote to traditional retirement content, which can often be boring (or even depressing!). Instead,…

Liz Munson joined Capital Advantage as a Service Advisor in May of this year. She is responsible for assisting with financial planning, maintaining accounts, and facilitating the day-to-day servicing of client…