James Sutton Email
Director of Portfolio Management and Technology @ Echo45 Advisors
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James Sutton Location
- Walnut Creek, CA, US
James Sutton Work
- 2024 -now Director of Portfolio Management and Technology @
- 2020 -now Financial Advisor @
- 2020 -2024 Senior Relationship Manager @
- 2017 -2020 Investment Analyst @
- 2015 -2017 Client Service Associate @
- 2013 -2015 Financial Planning Associate @ Lenox Advisors, Inc.
- 2009 -2013 Various @
James Sutton Education
- Saint Mary's College of California
Bachelor's Degree (Economics)
2003-2005 - California State University at Hayward 2000-2002
James Sutton Skills
- Retirement Planning
- Wealth Management
- Estate Planning Strategy
- Portfolio Construction
- Investment Strategies
- Net-Worth Analysis and Wealth Allocation
- Goals-Based Wealth Management
- Portfolio Review
James Sutton Summary
- James Sutton, based in Walnut Creek, CA, US, is currently a Director of Portfolio Management and Technology at Echo45 Advisors. James Sutton brings experience from previous roles at Echo45 Advisors, Merrill Lynch Wealth Management and Morgan Stanley. James Sutton holds a 2003 - 2005 Bachelor's Degree in Economics @ Saint Mary's College of California. With a robust skill set that includes Retirement Planning, Wealth Management, Estate Planning Strategy, Portfolio Construction, Investment Strategies and more. James Sutton has 3 emails on RocketReach.
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