James Mathis Email & Phone Number

Managing Partner @ Echelon Investment Management

5 free lookup(s).

James Mathis Location

Dallas, TX, US

James Mathis Work

2011 - now Managing Partner @ Echelon Investment Management
2011 - now Managing Partner @ Echelon Investment Management
2015 - 2022 Senior Vice President Investments @ FFEC Wealth Partners
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2011 - 2015 Managing Partner @ Aspen Equity Partners LLC
1994 - 2009 Senior Vice President Equity Capital Markets @ First Southwest Company
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James Mathis Education

The University of Texas at Arlington
University of Hawaii at Manoa

James Mathis Skills

Wealth Management
Asset Management
Investment Management

Trading
Fixed Income
Risk Management
Alternative Investments
Series 7
Money Management
Securities

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James Mathis Summary

James Mathis, based in Dallas, TX, US, is currently a Managing Partner at Echelon Investment Management. James Mathis brings experience from previous roles at Echelon Investment Management, First Financial Equity Corporation, Aspen Equity Partners LLC and First Southwest Company. James Mathis holds a The University of Texas at Arlington. With a robust skill set that includes Wealth Management, Asset Management, Investment Management, Trading, Fixed Income and more. James Mathis has 1 emails and 2 mobile phone numbers on RocketReach.

James Mathis Emails

Found 1 emails

@me.com

James Mathis Phone Numbers

Found 5 phone numbers

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