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
- Vice-President Investments and Private Client Advisor @ (May 2023 - Present)
- Financial Solutions Advisor Stage 1 @ (November 2022 - May 2023)
- Registered Investment Advisor @ The Investment House LLC (November 2014 - November 2022)
- Family Office @ EUSTICO INC, JSE INC & JSE LLC (April 2011 - October 2014)
- Senior Analyst @ ALJ Capital Management,LLC (April 2010 - December 2010)
- Assistant Portfolio Manager and Senior Analyst @ Churchill Pacific (January 2001 - February 2009)
- Analyst @ Funsten Asset Management (January 1998 - January 2001)
- Assistant Treasurer @ (January 1992 - January 1996)
James Eustice Education
- USC 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 @ USC 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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