James Eustice Email & Phone Number
Vice-President Investments and Private Client Advisor @ J.P. Morgan
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James Eustice Location
- Santa Barbara, CA, US
James Eustice Work
- 2023 -now Vice-President Investments and Private Client Advisor @
- 2022 -2023 Financial Solutions Advisor Stage 1 @
- 2014 -2022 Registered Investment Advisor @ The Investment House LLC
- 2011 -2014 Family Office @ EUSTICO INC, JSE INC & JSE LLC
- 2010 -2010 Senior Analyst @ ALJ Capital Management,LLC
- 2001 -2009 Assistant Portfolio Manager and Senior Analyst @ Churchill Pacific
- 1998 -2001 Analyst @ Funsten Asset Management
- 1992 -1996 Assistant Treasurer @
James Eustice Education
- University of Southern California - Marshall School of Business
Master of Business Administration (MBA) (Finance, General)
1996-1998 - University of Michigan
BA (Political Science)
1987-1991
James Eustice Skills
- Alternative Investments
- Restructuring
- Bonds
- Fixed Income
- Valuation
- Structured Finance
- Portfolio Management
- Financial Modeling
- Capital Markets
- CLO
- Investments
- Asset Allocation
- Equities
- SAN
- Mutual Funds
- Financial Statement Analysis
- Marketing
- Asset Management
- Financial Analysis
- Due Diligence
- Research
- Trading
- Hedge Funds
- Investment Management
James Eustice Summary
- James Eustice, based in Santa Barbara, CA, US, is currently a Vice-President Investments and Private Client Advisor at J.P. Morgan Wealth Management. James Eustice brings experience from previous roles at Bank of America Merrill Lynch, The Investment House LLC, EUSTICO INC, JSE INC & JSE LLC and ALJ Capital Management,LLC. James Eustice holds a 1996 - 1998 Master of Business Administration (MBA) in Finance, General @ University of Southern California - Marshall School of Business. With a robust skill set that includes Alternative Investments, Restructuring, Bonds, Fixed Income, Valuation and more. James Eustice has 4 emails and 1 mobile phone numbers on RocketReach.
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