Alan Gutman

Client Relations Analyst

Mr. Gutman plays an integral role in supporting the management and analysis of client portfolios. With a focus on delivering insightful portfolio presentations and ensuring effective communication with clients, Mr. Gutman works closely with the team to provide data-driven insights. Additionally, Mr. Gutman assists with back-office operations, addressing client requests and ensuring the smooth execution of portfolio-related tasks. Known for attention to detail and a client-centric approach, Mr. Gutman is committed to enhancing client satisfaction in all areas and optimizing portfolio performance. Prior to joining Dimension Capital, Mr. Gutman worked at Charles Schwab in a similar role assisting with portfolio allocation. He holds a B.S. in Finance from Florida State University and is a current MBA candidate with a focus in Finance at Florida International University.

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