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James Sutton, Awma®, Cbda Email & Phone Number
Director of Portfolio Management and Technology
at
Echo45 Advisors
LinkedIn matched
✓ Verified July 2026
3 data sources
Profile completeness 86%
Current company
Role
Director of Portfolio Management and Technology
Location
San Francisco Bay Area, United States
Company size
Who is James Sutton, Awma®, Cbda? Overview
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Quick answer
James Sutton, Awma®, Cbda is listed as Director of Portfolio Management and Technology at Echo45 Advisors, a with 7 employees, based in San Francisco Bay Area, United States. AeroLeads shows a matched LinkedIn profile for James Sutton, Awma®, Cbda.
James Sutton, Awma®, Cbda previously worked as Director of Portfolio Management & Technology at Echo45 Advisors and Financial Advisor at Echo45 Advisors. James Sutton, Awma®, Cbda holds Bachelor'S Degree, Economics from Saint Mary'S College Of California.
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Echo45 Advisors
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Profile bio
About James Sutton, Awma®, Cbda
Book an introductory call with me: https://calendly.com/jamessutton/introJames prides himself on being meticulously detail-oriented—it’s a crucial part of his white-glove approach to client service. He also gets that life can be complicated these days and, therefore, takes it upon himself to really get to know each person he works with so that he can tailor his approach to take the very best care of them. As senior relationship manager, James is always ready to go above and beyond for Echo45 clients, staying on top of all the details so they don’t have to.What sets James apart is his diverse background in different areas of the financial world. Having earned an Accredited Wealth Management Advisor designation, as well as a BS in economics, he’s also worn several different hats ranging from financial planning associate at Lenox Advisors to investments analyst with the Rand Group at Merrill. As a result, he’s gained more than a decade of valuable experience in wealth management, portfolio construction and financial planning in addition to education, insurance and estate planning. This vast knowledge base allows him to comprehensively assess and help with each client’s financial situation at every stage, over time.What else should you know about James? He lives in Walnut Creek, California, where Echo45 is headquartered. And he loves camping, snowboarding, traveling, dining out, trips to Lake Tahoe, reading and playing games of all sorts, like Carcassonne and Rocket League. Any other questions? Just ask him.
Current workplace
James Sutton, Awma®, Cbda's current company
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Echo45 Advisors
8 roles
James Sutton, Awma®, Cbda work experience
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Director Of Portfolio Management & Technology
Echo45 Advisors LLC is a Registered Investment Advisor. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Echo45 Advisors LLC and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Echo45 Advisors LLC unless a client service agreement is in place… Show more Echo45 Advisors LLC is a Registered Investment Advisor. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Echo45 Advisors LLC and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Echo45 Advisors LLC unless a client service agreement is in place. “Likes” are not intended to be endorsements of our firm, our advisors or our services. Please be aware that while we monitor comments and “likes” left on this page, we do not endorse or necessarily share the same opinions expressed by site users. While we appreciate your comments and feedback please be aware that any form of testimony from current or past clients about their experience with our firm is strictly forbidden under current securities laws. Please honor our request to limit your posts to industry-related educational information and comments. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation. Accredited Wealth Management Advisor℠ and AWMA® are trademarks or registered service marks of the College for Financial Planning in the United States and/or other countries. Show less
Financial Advisor
Echo45 Advisors LLC is a Registered Investment Advisor. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Echo45 Advisors LLC and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Echo45 Advisors LLC unless a client service agreement is in place… Show more Echo45 Advisors LLC is a Registered Investment Advisor. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Echo45 Advisors LLC and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Echo45 Advisors LLC unless a client service agreement is in place. “Likes” are not intended to be endorsements of our firm, our advisors or our services. Please be aware that while we monitor comments and “likes” left on this page, we do not endorse or necessarily share the same opinions expressed by site users. While we appreciate your comments and feedback please be aware that any form of testimony from current or past clients about their experience with our firm is strictly forbidden under current securities laws. Please honor our request to limit your posts to industry-related educational information and comments. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation. Accredited Wealth Management Advisor℠ and AWMA® are trademarks or registered service marks of the College for Financial Planning in the United States and/or other countries. Show less
Senior Relationship Manager
Echo45 Advisors LLC is a Registered Investment Advisor. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Echo45 Advisors LLC and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Echo45 Advisors LLC unless a client service agreement is in place… Show more Echo45 Advisors LLC is a Registered Investment Advisor. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Echo45 Advisors LLC and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Echo45 Advisors LLC unless a client service agreement is in place. “Likes” are not intended to be endorsements of our firm, our advisors or our services. Please be aware that while we monitor comments and “likes” left on this page, we do not endorse or necessarily share the same opinions expressed by site users. While we appreciate your comments and feedback please be aware that any form of testimony from current or past clients about their experience with our firm is strictly forbidden under current securities laws. Please honor our request to limit your posts to industry-related educational information and comments. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation. Accredited Wealth Management Advisor℠ and AWMA® are trademarks or registered service marks of the College for Financial Planning in the United States and/or other countries. Show less
Aug 2020 - Jul 2024
Investment Analyst
*Merrill Life Agency's California License Number 0522776
Apr 2017 - Aug 2020
Client Service Associate
Sep 2015 - Apr 2017
Financial Planning Associate
Lenox Advisors, Inc.
Jan 2013 - Aug 2015
Various
Jan 2009 - Jan 2013
2 education records
James Sutton, Awma®, Cbda education
Bachelor'S Degree, Economics
Saint Mary'S College Of California
Education record
California State University At Hayward
FAQ
Frequently asked questions about James Sutton, Awma®, Cbda
Quick answers generated from the profile data available on this page.
What company does James Sutton, Awma®, Cbda work for?
James Sutton, Awma®, Cbda works for Echo45 Advisors.
What is James Sutton, Awma®, Cbda's role at Echo45 Advisors?
James Sutton, Awma®, Cbda is listed as Director of Portfolio Management and Technology at Echo45 Advisors.
Where is James Sutton, Awma®, Cbda based?
James Sutton, Awma®, Cbda is based in San Francisco Bay Area, United States while working with Echo45 Advisors.
What companies has James Sutton, Awma®, Cbda worked for?
James Sutton, Awma®, Cbda has worked for Echo45 Advisors, Merrill Lynch Wealth Management, Morgan Stanley, Lenox Advisors, Inc., and John Hancock Financial Network.
Who are James Sutton, Awma®, Cbda's colleagues at Echo45 Advisors?
James Sutton, Awma®, Cbda's colleagues at Echo45 Advisors include Nannette Kamien, Mba, Cfp® and Cole Matsuura, Cbda.
How can I contact James Sutton, Awma®, Cbda?
You can use AeroLeads to view verified contact signals for James Sutton, Awma®, Cbda at Echo45 Advisors, including work email, phone, and LinkedIn data when available.
What schools did James Sutton, Awma®, Cbda attend?
James Sutton, Awma®, Cbda holds Bachelor'S Degree, Economics from Saint Mary'S College Of California.
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