Jeremy Sutton Email and Phone Number
Jeremy Sutton work email
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Jeremy Sutton personal email
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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.
Rbc Wealth Management
View- Website:
- rbcwealthmanagement.com
- Employees:
- 6359
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Senior Vice President - Financial Advisor - Portfolio Manager - Portfolio FocusRbc Wealth Management Apr 2020 - PresentChicago, Illinois, United StatesI 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. -
Senior Financial Advisor, Senior Vice President - InvestmentsWells Fargo Private Bank Aug 2016 - Apr 2020Greater Chicago Area -
Private Wealth ManagementGoldman Sachs Jul 2010 - Aug 2016Greater Chicago Area -
2010 Mba GraduateKelley School Of Business Sep 2008 - Jul 2010Bloomington, Indiana AreaTriple Major in Finance, Accounting and Management -
Associate InternBroadpeak Collaborative Sep 2009 - Jan 2010BroadPeak 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.
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Global Investment Banking - Summer AssociateBank Of America Merrill Lynch Jun 2009 - Aug 2009Greater Chicago AreaConsumer Products and Global Industrials Groups -
Founder/Managing Partner/Bass PlayerWhale Music/Panoramic Blue Oct 2000 - Aug 2008Greater Minneapolis-St. Paul AreaFormed 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
Jeremy Sutton Education Details
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Indiana University - Kelley School Of BusinessTriple Major: Finance, Accounting And Management -
Saint John'S UniversityBusiness 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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