Dylan Dantzig is a Client Service Associate at Capital Advantage. He is responsible for assisting with financial planning, maintaining client accounts, and the day-to-day servicing of client requests.
Dylan has personal investment experience spanning 14 years. Prior to joining Capital Advantage, Dylan worked at Heffernan Insurance Brokers. Additionally, as an analyst, he managed funds for the Saint Mary’s College Investment Group.
Dylan lives in Lafayette, California, and enjoys playing competitive cornhole and tennis in his free time.
BBA (Bachelor of Business Administration), Saint Mary’s College of California, CA
Board Member, Webmaster, and Social Media Manager for the Mineral and Gem Society of Castro Valley