James Mathis Email and Phone Number
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Co-Founder of Echelon Investment Management and Managing Partner of Aspen Equity Partners Llc.Comprehensive, client driven, customized brokerage, wealth management, and trading and execution solutions in the equities and fixed income markets for individuals, advisers, and asset managers.Specialties: Financial Sales and Trading, Money Management, Trading Technologies and Risk Managementechelonim.com
Echelon Investment Management
View- Website:
- echelonim.com
- Employees:
- 2
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Managing PartnerEchelon Investment Management Aug 2011 - PresentDallas/Fort Worth AreaFounding Partner at Echelon Investment Management, Investment Adviser and Counsel to professionals and entrepreneurs.
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Managing PartnerEchelon Investment Management Aug 2011 - PresentInvestment advice to professionals and entrepreneurs, retirement planning, designing and implementing systems and technology for the investment adviser, evaluating and selecting financial products for the benefit of clients, portfolio evaluation and risk assessment.
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Senior Vice President InvestmentsFirst Financial Equity Corporation Oct 2015 - Apr 2022Dallas/Fort Worth Area -
Managing PartnerAspen Equity Partners Llc Aug 2011 - Oct 2015Dallas, TexasManaging Partner, CEO and Co-founderBusiness development, strategy, and planningOperational focus on systems and technology for wealth management and trading.Sold AEP in October of 2015
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Senior Vice President Equity Capital MarketsFirst Southwest Company 1994 - 2009Manager Equity Trading Desk, Market Making, Proprietary Trading, Block Trading and Order Execution, Evaluating and Implementing Trading Systems and Technology, Responsible for Risk Management and Compliance
James Mathis Skills
James Mathis Education Details
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Business Management And Economics -
Engineering
Frequently Asked Questions about James Mathis
What company does James Mathis work for?
James Mathis works for Echelon Investment Management
What is James Mathis's role at the current company?
James Mathis's current role is Managing Partner at Echelon Investment Management.
What is James Mathis's email address?
James Mathis's email address is ma****@****ast.net
What is James Mathis's direct phone number?
James Mathis's direct phone number is (401)-334*****
What schools did James Mathis attend?
James Mathis attended The University Of Texas At Arlington, University Of Hawaii At Manoa.
What are some of James Mathis's interests?
James Mathis has interest in Children, Economic Empowerment, Education, Environment, Arts And Culture, Health.
What skills is James Mathis known for?
James Mathis has skills like Trading, Fixed Income, Equities, Asset Management, Investments, Risk Management, Wealth Management, Equity Trading, Financial Advisory, Investment Management, Alternative Investments, Portfolio Management.
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James Mathis
United States3anheuser-busch.com, mabrewing.com, refresco.com1 +167848XXXXX
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2gmail.com, greenhousedata.com3 +130745XXXXX
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James Mathis
Chief Data Office | Data Management & Risk | Senior Manager @ T. Rowe Price | MbaBaltimore, Md1troweprice.com -
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