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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.
Meet Our Team
Insights
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December 2024 jobs report: 256,000 jobs added, a strong finish to the year
January 13, 2025December’s jobs report confirms that this is a strong economy that doesn’t currently need meaningful policy easing to see continued expansion, according to our strategists.Read Now
Making the transition to retirement
January 13, 2025You have worked hard to plan for the retirement you want, and are now ready to enjoy the results. But before you make the transition from full-time work to retirement, there are a few things you should confirm.Read Now
Selling stock under a 10b5-1 plan
January 10, 2025If you’re a corporate insider, you have to decide whether to sell company stock, including vesting restricted stock units (RSUs) and options, through a 10b5-1 plan.Read Now
Navigating the new year: 3 resolutions for investors
January 10, 2025Here’s what to keep in mind when refining your portfolio in 2025.Read Now
Navigating uncertainty: A path for business owners
January 9, 2025With constantly evolving economic, political and technological landscapes, it’s important for business owners to have a plan.Read Now
Should I convert to a Roth IRA?
January 9, 2025Some people convert their traditional IRA to a Roth IRA for income-tax-free cash flow during retirement. Converting your traditional IRA to a Roth IRA does come with some costs.Read Now
Insulate your investment strategy with a portfolio line of credit
January 9, 2025A portfolio line of credit can be an reliable backup source of liquidity that helps insulate a portfolio from untimely liquidations, capital gains and loss of investment income.Read Now
Asset protection
January 9, 2025Often, people are able to achieve sufficient asset protection by employing very simple strategies.Read Now
Providing for children with special needs
January 6, 2025Structure gifts to beneficiaries with special needs without jeopardizing their ability to receive government benefits.Read Now
December 2024 jobs report: 256,000 jobs added, a strong finish to the year
January 13, 2025December’s jobs report confirms that this is a strong economy that doesn’t currently need meaningful policy easing to see continued expansion, according to our strategists.Read Now
Making the transition to retirement
January 13, 2025You have worked hard to plan for the retirement you want, and are now ready to enjoy the results. But before you make the transition from full-time work to retirement, there are a few things you should confirm.Read Now
Selling stock under a 10b5-1 plan
January 10, 2025If you’re a corporate insider, you have to decide whether to sell company stock, including vesting restricted stock units (RSUs) and options, through a 10b5-1 plan.Read Now
Navigating the new year: 3 resolutions for investors
January 10, 2025Here’s what to keep in mind when refining your portfolio in 2025.Read Now
Navigating uncertainty: A path for business owners
January 9, 2025With constantly evolving economic, political and technological landscapes, it’s important for business owners to have a plan.Read Now
Should I convert to a Roth IRA?
January 9, 2025Some people convert their traditional IRA to a Roth IRA for income-tax-free cash flow during retirement. Converting your traditional IRA to a Roth IRA does come with some costs.Read Now
Insulate your investment strategy with a portfolio line of credit
January 9, 2025A portfolio line of credit can be an reliable backup source of liquidity that helps insulate a portfolio from untimely liquidations, capital gains and loss of investment income.Read Now
Asset protection
January 9, 2025Often, people are able to achieve sufficient asset protection by employing very simple strategies.Read Now
Providing for children with special needs
January 6, 2025Structure gifts to beneficiaries with special needs without jeopardizing their ability to receive government benefits.Read Now