Office Manager

Amy Montano

Amy Montano is the Office Manager and Senior Administrative Assistant at Capital Advantage. She is typically the first person to greet you when you call or visit the office. Amy is responsible for supporting the client service, marketing, compliance and operations teams, which includes new client record setup, CRM data maintenance, and client communication.

Amy began her career at Arthur Andersen/Andersen Consulting in 1989 as the Westcoast Billing Lead and New Hire Human Resources Representative. In 1998, she joined Turner Investment Partners as the Office Manager and Senior Administrative Assistant to the fixed income team. Amy joined Capital Advantage in 2007.

Amy lives with her husband and daughter in Walnut Creek. She enjoys various outdoor activities such as hiking, as well as spending time with her family.


  • AA in Accounting, Diablo Valley College, CA
  • AA in Accounting/Data Processing, Heald Business College, CA


  • Volunteer, Walnut Festival Association
  • Supporter of the Arts in Walnut Creek

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