
Eric Sutherland is an Executive Director and Wealth Advisor with J.P. Morgan Wealth Management.
He provides investment management services to wealthy individuals and educational foundations and endowments. Eric approaches each client relationship from a risk-assessment perspective, recognizing its importance in driving realistic income requirements and investment returns. He examines a not-for-profit's current portfolio to ensure it is compatible with its mission, investment policy and fiduciary statements. He and his team tailor investment plans to meet clientspecific needs, making adjustments when required and delivering a hands-on, high-service model to each relationship.
Eric originally planned on a career in film finance, but ultimately chose to apply his financial skills to investment management. He began working in fixed income, and his background—steeped in analytics and credit—is the cornerstone of the guidance he imparts to his current clients.
He began his career on the municipal bond desk at Bache Halsey Stuart Shields (now Wells Fargo). Eric moved to Dean Witter (now Morgan Stanley Smith Barney) in 1986. In 2003, he joined Bank One/J.P. Morgan to run middle market fixed income sales for the Midwest and North America Corporate Cash Management team. He established the Chicago office of Stone & Youngberg LLC from 2006-2007, then joined Neuberger-Berman Wealth Management before returning to J.P. Morgan with his team in 2010.
Eric was born in Santa Monica, CA, and grew up in Princeton, NJ, and New York City. He graduated from the University of California at Los Angeles with a B.S. in the business of Theatre and Film.
Eric and his wife have two grown children. He is a past board member of the University Club and is an avid student of history and business. To stay active, he enjoys boating, fishing and racket sports.
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Insights

Are we seeing irrational exuberance in the market? We don’t think so
August 8, 2025After last week’s jobs report, markets snapped back. We examine the underlying dynamics.Read Now
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July Jobs report highlights US job growth has slowed significantly; markets react negatively
August 4, 2025Job growth slowed in July with only 73,000 new jobs added and earlier months revised sharply lower, showing the labor market has weakened.Read Now
Differentiating large from small: Firm size and exposure to trade tensions
August 1, 2025With tariffs likely to settle at elevated rates, we explore how company size may shape the impactRead Now
July 2025 Fed meeting: Rates hold steady once again, potentially setting up fall intrigue
July 31, 2025The Federal Reserve held rates steady once again in July, but the decision wasn’t unanimous. What could that mean for economic policy going forward?Read Now
Insight 1: Build and sustain a “great” extended family
July 30, 2025Investing in family development can have a long-lasting impact on your family’s wealth and legacy of values and traditions.Read Now
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Capitalizing on the tax-deferral advantage of a variable annuity
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July 23, 2025Yes, life insurance can offer a benefit to loved ones when you pass, but it can also be a financial asset during your life. Learn how it works.Read Now
Are we seeing irrational exuberance in the market? We don’t think so
August 8, 2025After last week’s jobs report, markets snapped back. We examine the underlying dynamics.Read Now
Insight 7: Develop a capable and committed rising generation
August 5, 2025Members of the younger generation are the future stewards of the family enterprise, so it is important to invest time and resources in cultivating their interests and skills.Read Now
July Jobs report highlights US job growth has slowed significantly; markets react negatively
August 4, 2025Job growth slowed in July with only 73,000 new jobs added and earlier months revised sharply lower, showing the labor market has weakened.Read Now
Differentiating large from small: Firm size and exposure to trade tensions
August 1, 2025With tariffs likely to settle at elevated rates, we explore how company size may shape the impactRead Now
July 2025 Fed meeting: Rates hold steady once again, potentially setting up fall intrigue
July 31, 2025The Federal Reserve held rates steady once again in July, but the decision wasn’t unanimous. What could that mean for economic policy going forward?Read Now
Insight 1: Build and sustain a “great” extended family
July 30, 2025Investing in family development can have a long-lasting impact on your family’s wealth and legacy of values and traditions.Read Now
Defying the tariff drag: 3 reasons markets are moving forward
July 25, 2025The risks are real, but so is resilience. Here’s why fears about trade and policy setbacks are fading.Read Now
Capitalizing on the tax-deferral advantage of a variable annuity
July 24, 2025A variable annuity is a tax-deferred retirement product that accumulates funds or distributes income based on the performance of the underlying investment options chosen by the contract owner. Read why this can be especially beneficial for individuals in a high tax bracket.Read Now
How to use life insurance as a financial asset
July 23, 2025Yes, life insurance can offer a benefit to loved ones when you pass, but it can also be a financial asset during your life. Learn how it works.Read Now