Alan Gutman

Registered Representative

Quick Facts

  • Assists in financial modeling, analyses company valuations, and performs due diligence for potential M&A transactions.
  • Conducts comprehensive industry research and competitor analysis to identify emerging trends, growth opportunities, and potential risks.
  • Has a strong passion for learning about different industries and actively cultivating a deeper understanding of them.
  • Fluent in Russian.

Mr. Gutman works diligently with company owners and management teams on mergers and acquisitions across various industries by leveraging his analytical and research skills.

Prior to joining Carl Marks Advisors, Mr. Gutman interned with the Fixed Income Portfolio Analysis Group of Prudential Investment Management. During his time there, he collaborated with portfolio managers on analyzing $750 million worth of new trades, automated and improved risk and market data evaluation processes, and developed a stronger understanding of global capital markets. Previously, he finished an internship with the Equity Research team at Quantel AI, focusing on the aerospace & defense and technology industries.

Mr. Gutman holds a BS in Finance and a Business Analytics & Information Technology concentration from Rutgers University.