
Jeremy Sutton
I am a Financial Advisor and provide comprehensive investment advice and strategic planning for a small group of... | Chicago, Chicago, United States
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Jeremy Sutton’s Emails je****@we****.com
Jeremy Sutton’s Phone Numbers No phone number available.
Social Media
Jeremy Sutton’s Location Chicago, Chicago, United States
Jeremy Sutton’s Expertise 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 [email protected] or (312) 559-1619.
Jeremy Sutton’s Current Industry Rbc Wealth Management
Jeremy
Sutton’s Prior Industry
Whale Musicpanoramic Blue
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Kelley School Of Business
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Bank Of America Merrill Lynch
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Broadpeak Collaborative
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Goldman Sachs
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Wells Fargo Private Bank
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Rbc Wealth Management
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Work Experience

Rbc Wealth Management
Senior Vice President - Financial Advisor - Portfolio Manager - Portfolio Focus
Wed Apr 01 2020 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Wells Fargo Private Bank
Senior Financial Advisor, Senior Vice President - Investments
Mon Aug 01 2016 00:00:00 GMT+0000 (Coordinated Universal Time) — Wed Apr 01 2020 00:00:00 GMT+0000 (Coordinated Universal Time)
Goldman Sachs
Private Wealth Management
Thu Jul 01 2010 00:00:00 GMT+0000 (Coordinated Universal Time) — Mon Aug 01 2016 00:00:00 GMT+0000 (Coordinated Universal Time)
Broadpeak Collaborative
Associate Intern
Tue Sep 01 2009 00:00:00 GMT+0000 (Coordinated Universal Time) — Fri Jan 01 2010 00:00:00 GMT+0000 (Coordinated Universal Time)
Bank Of America Merrill Lynch
Global Investment Banking - Summer Associate
Mon Jun 01 2009 00:00:00 GMT+0000 (Coordinated Universal Time) — Sat Aug 01 2009 00:00:00 GMT+0000 (Coordinated Universal Time)
Kelley School Of Business
2010 MBA Graduate
Mon Sep 01 2008 00:00:00 GMT+0000 (Coordinated Universal Time) — Thu Jul 01 2010 00:00:00 GMT+0000 (Coordinated Universal Time)
Whale Musicpanoramic Blue
Founder/Managing Partner/Bass Player
Sun Oct 01 2000 00:00:00 GMT+0000 (Coordinated Universal Time) — Fri Aug 01 2008 00:00:00 GMT+0000 (Coordinated Universal Time)