James Sutton, AWMA^®, CBDA

Financial Advisor
Director of Portfolio Management & Technology

James 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 ^SM 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 Lynch. 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.

James has earned the Certificate in Blockchain and Digital Assets® from the Digital Assets Council of Financial Professionals and New York Institute of Finance. Increasingly, clients have questions about this emerging asset class, including how cryptocurrencies work. Gaining this certification better prepares Echo45 to educate clients around this exciting, yet rapidly evolving space.

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.