Jeremy Sutton

Jeremy Sutton Email and Phone Number

Senior Vice President - Financial Advisor at RBC Wealth Management @ RBC Wealth Management
toronto, ontario, canada
Jeremy Sutton's Location
Greater Chicago Area, United States
Jeremy Sutton's Contact Details
About Jeremy Sutton

I am a Financial Advisor and provide comprehensive investment advice and strategic planning for a small group of successful families, entrepreneurs, executives, business owners and institutions. I believe in a customized, personal approach to financial and investment strategy, providing full transparency and candor in all my recommendations. I provide an investment strategy and financial plan built around each client's unique goals and objectives.I specialize in working with Private Equity and Private Real Estate fund founders, partners, and key employees of the fund and portfolio companies. I work with a team of specialists within RBC Wealth Management, RBC Capital Markets and City National Bank to provide a full suite of services for personal and fund level investments, planning, lending and retirement solutions.I am also a bass player in a Chicago area cover band, avid traveler and a fairly good amateur chef.Opinions and comments expressed by LinkedIn Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm. Please contact me at Jeremy.Sutton@rbc.com or (312) 559-1619.

Jeremy Sutton's Current Company Details
RBC Wealth Management

Rbc Wealth Management

View
Senior Vice President - Financial Advisor at RBC Wealth Management
toronto, ontario, canada
Employees:
6359
Jeremy Sutton Work Experience Details
  • Rbc Wealth Management
    Senior Vice President - Financial Advisor - Portfolio Manager - Portfolio Focus
    Rbc Wealth Management Apr 2020 - Present
    Chicago, Illinois, United States
    I am a Financial Advisor and provide comprehensive investment advice and strategic planning for a small group of successful families, entrepreneurs, executives, business owners and institutions. I believe in a customized, personal approach to financial and investment strategy, providing full transparency and candor in all my recommendations. I provide an investment strategy and financial plan built around each client's unique goals and objectives.I specialize in working with Private Equity and Private Real Estate fund founders, partners, and key employees of the fund and portfolio companies. I work with a team of specialists within RBC Wealth Management, RBC Capital Markets and City National Bank to provide a full suite of services for personal and fund level investments, planning, lending and retirement solutions.I am also a bass player in a Chicago area cover band, avid traveler and a fairly good amateur chef.Opinions and comments expressed by LinkedIn Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm. Please contact me at Jeremy.Sutton@rbc.com or (312) 559-1619.Please visit http://www.rbcwealthmanagement.com/us/en/legal for important disclosure information. Investment and insurance products offered through RBC Wealth Management are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, or guaranteed by, a bank or any bank affiliate, and are subject to investment risks, including possible loss of the principal amount invested. RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC.
  • Wells Fargo Private Bank
    Senior Financial Advisor, Senior Vice President - Investments
    Wells Fargo Private Bank Aug 2016 - Apr 2020
    Greater Chicago Area
  • Goldman Sachs
    Private Wealth Management
    Goldman Sachs Jul 2010 - Aug 2016
    Greater Chicago Area
  • Kelley School Of Business
    2010 Mba Graduate
    Kelley School Of Business Sep 2008 - Jul 2010
    Bloomington, Indiana Area
    Triple Major in Finance, Accounting and Management
  • Broadpeak Collaborative
    Associate Intern
    Broadpeak Collaborative Sep 2009 - Jan 2010
    BroadPeak works with companies and early stage organzations, through the middle market and into complex organizations experiencing rapid change. The company focused on the development of solutions related to client needs in finance, accounting and implementation of growth strategies. BroadPeak helps clients generate meaningful management information, forecast future performance, raise capital, launch new products and enter new markets.
  • Bank Of America Merrill Lynch
    Global Investment Banking - Summer Associate
    Bank Of America Merrill Lynch Jun 2009 - Aug 2009
    Greater Chicago Area
    Consumer Products and Global Industrials Groups
  • Whale Music/Panoramic Blue
    Founder/Managing Partner/Bass Player
    Whale Music/Panoramic Blue Oct 2000 - Aug 2008
    Greater Minneapolis-St. Paul Area
    Formed and led a team of creative artists and industry professionals to independently record and release four albums selling over 20,000 copies and to perform over 1,000 concerts nationwide. Project managed all areas of major label solicitation and negotiation with Universal Music Group; created and updated company business and marketing plan to generate revenues in excess of $200,000 by the third year of operation; negotiated recording, production, songwriting, management, and booking contracts including a national sponsorship with Anheuser-Busch. Panoramic Blue was nominated for a Minnesota Music Award in Pop/Rock Recording of the Year and featured in the 2003 Vanity Fair American Music issue

Jeremy Sutton Skills

Financial Modeling Financial Analysis Finance Investments Strategic Planning Valuation Corporate Finance Business Strategy Management Data Analysis Due Diligence Competitive Analysis Equities Private Equity Bloomberg Venture Capital Start Ups Entrepreneurship Investment Planning

Jeremy Sutton Education Details

  • Indiana University - Kelley School Of Business
    Indiana University - Kelley School Of Business
    Triple Major: Finance, Accounting And Management
  • Saint John'S University
    Saint John'S University
    Business And Asian Studies

Frequently Asked Questions about Jeremy Sutton

What company does Jeremy Sutton work for?

Jeremy Sutton works for Rbc Wealth Management

What is Jeremy Sutton's role at the current company?

Jeremy Sutton's current role is Senior Vice President - Financial Advisor at RBC Wealth Management.

What is Jeremy Sutton's email address?

Jeremy Sutton's email address is je****@****ail.com

What schools did Jeremy Sutton attend?

Jeremy Sutton attended Indiana University - Kelley School Of Business, Saint John's University.

What are some of Jeremy Sutton's interests?

Jeremy Sutton has interest in Bass Guitar, Music, Travel, Cooking.

What skills is Jeremy Sutton known for?

Jeremy Sutton has skills like Financial Modeling, Financial Analysis, Finance, Investments, Strategic Planning, Valuation, Corporate Finance, Business Strategy, Management, Data Analysis, Due Diligence, Competitive Analysis.

Who are Jeremy Sutton's colleagues?

Jeremy Sutton's colleagues are Tim Philippi, Joel Mullins, Fatima Nicolas, Laurie Kent, Spencer Bennett, J David, Michael Danese.

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