Managing Partner
CurrentFounding Partner at Echelon Investment Management, Investment Adviser and Counsel to professionals and entrepreneurs.
Aug 2011 - Present
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James Mathis Email & Phone Number
Managing Partner at Echelon Investment Management
at
Echelon Investment Management
1 work email found
@echelonim.com
1 phone found area 401
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Managing Partner at Echelon Investment Management
Location
Dallas, Texas, United States
Company size
Who is James Mathis? Overview
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Quick answer
James Mathis is listed as Managing Partner at Echelon Investment Management at Echelon Investment Management, a company with 2 employees, based in Dallas, Texas, United States. AeroLeads shows a work email signal at echelonim.com, phone signal with area code 401, and a matched LinkedIn profile for James Mathis.
James Mathis previously worked as Managing Partner at Echelon Investment Management and Managing Partner at Echelon Investment Management. James Mathis holds Bba, Business Management And Economics from The University Of Texas At Arlington.
Company email context
Email format at Echelon Investment Management
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{first_initial}{last}@echelonim.com
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AeroLeads found 1 current-domain work email signal for James Mathis. Compare company email patterns before reaching out.
Profile bio
About James Mathis
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
Listed skills include Trading, Fixed Income, Equities, Asset Management, and 37 others.
Current workplace
James Mathis's current company
Company context helps verify the profile and gives searchers a useful next step.
Echelon Investment Management
5 roles · 32 years
James Mathis work experience
A career timeline built from the work history available for this profile.
Managing Partner
CurrentInvestment 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.
Aug 2011 - Present
Senior Vice President Investments
Oct 2015 - Apr 2022
Managing Partner
Aspen Equity Partners Llc
Managing 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
Aug 2011 - Oct 2015
Senior Vice President Equity Capital Markets
Manager 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
1994 - 2009
~15 yrs
2 education records
James Mathis education
Bba, Business Management And Economics
Engineering
FAQ
Frequently asked questions about James Mathis
Quick answers generated from the profile data available on this page.
What company does James Mathis work for?
James Mathis works for Echelon Investment Management.
What is James Mathis's role at Echelon Investment Management?
James Mathis is listed as Managing Partner at Echelon Investment Management at Echelon Investment Management.
What is James Mathis's email address?
AeroLeads has found 1 work email signal at @echelonim.com for James Mathis at Echelon Investment Management.
What is James Mathis's phone number?
AeroLeads has found 1 phone signal(s) with area code 401 for James Mathis at Echelon Investment Management.
Where is James Mathis based?
James Mathis is based in Dallas, Texas, United States while working with Echelon Investment Management.
What companies has James Mathis worked for?
James Mathis has worked for Echelon Investment Management, First Financial Equity Corporation, Aspen Equity Partners Llc, and First Southwest Company.
How can I contact James Mathis?
You can use AeroLeads to view verified contact signals for James Mathis at Echelon Investment Management, including work email, phone, and LinkedIn data when available.
What schools did James Mathis attend?
James Mathis holds Bba, Business Management And Economics from The University Of Texas At Arlington.
What skills is James Mathis known for?
James Mathis is listed with skills including Trading, Fixed Income, Equities, Asset Management, Investments, Risk Management, Wealth Management, and Equity Trading.
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