Capital Advantage logo

Capital Advantage Employee Directory

Financial ServicesUnited States11-50 Employees

Capital Advantage is a United States–based financial services firm with a small-to-mid-sized team. The company has demonstrated ongoing staff changes in recent years, including the addition of Manasa Palakodaty in 2021 and Ian Burkhard joining as a Client Service Advisor in June 2021. In December 2023, Catherine Norris retired from the company, marking a notable personnel transition. The firm operates within the financial services sector and is described as a small organization. While specific client segments and offerings are not detailed, the record of client service appointments suggests an emphasis on servicing client needs.

Find Capital Advantage employees' phone numbers or email addresses

Capital Advantage Global Highlights

Location
Employees

North America
18

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  • United States Of America
    18

Asia
4

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  • India
    3
  • United Arab Emirates
    1

Capital Advantage's Leadership

  • Stylized image of a person
    G. P.
    Chief Financial Officer
  • Stylized image of a person
    A. O.
    Vice President - Product Solutions Development
  • Stylized image of a person
    J. R.
    President Real
  • Stylized image of a person
    T. S.
    President
  • Stylized image of a person
    A. T.
    Owner
  • Stylized image of a person
    C. T.
    Director Of Investment Management, Principal

Capital Advantage Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Accounting
  • Administrative
  • Analytics
  • Other

Contact profiles from Capital Advantage

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    A. T.
    Owner
    Oct 23, 2024
  • Stylized image of a person
    G. P.
    Chief Financial Officer
    Oct 23, 2024
  • Stylized image of a person
    J. R.
    President Real
    Oct 24, 2024
  • Stylized image of a person
    T. S.
    President
    Oct 17, 2024
  • Stylized image of a person
    A. O.
    Vice President - Product Solutions Development
    Oct 22, 2024
  • Stylized image of a person
    C. T.
    Director Of Investment Management, Principal
    Oct 17, 2024

Frequently Asked Questions

What is Capital Advantage known for?

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Capital Advantage operates in the Financial Services industry; you can contact the main corporate office by phone at . Explore Capital Advantage's company overview page for more information.

What is Capital Advantage's most common email format?

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Capital Advantage employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Capital Advantage email formats with LeadIQ.

How many employees does Capital Advantage have currently?

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Capital Advantage has approximately 24 employees as of August 2026. These team members are located across 2 continents, including North AmericaAsia.

Who are Capital Advantage's key employees and leadership?

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As of August 2026, Capital Advantage's key employees include:

  • Chief Financial Officer: G. P.
  • Vice President - Product Solutions Development: A. O.
  • President Real: J. R.
  • President: T. S.
  • Owner: A. T.

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