Eric C. SutherlandEric C. SutherlandExecutive DirectorWealth Advisor
About Eric
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.
Insights
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October 24, 2025Three decades of perspective, applied to today’s most pressing investment questions.Read NowBeware the wash sale rule
October 23, 2025Tax-loss harvesting can help you offset capital gains, but only if you do it properly.Read NowHelping your elderly and vulnerable loved ones avoid the scammers
October 23, 2025Elderly and vulnerable people are prime targets for cybercriminals and scammers. Have a conversation about how they can protect themselves today.Read NowLosing a loved one: Tasks you may not want to delay
October 22, 2025During a difficult time, having a checklist of important tasks may help alleviate some of your stress.Read NowWhat to do with inheritance money: Managing cash, securities and gifting strategies
October 21, 2025Things to consider when inheriting cash or securities, including tax rules, investment priorities and gifting options.Read NowA shortage of supply: The housing market explained
October 17, 2025Buyers are on the sidelines, but home prices aren’t falling. We’re seeing greater opportunity in the rental market.Read Now'Liberation Day' in retrospect: 6 things that surprised investors
October 10, 2025Recession fears multiplied in the wake of tariffs, but businesses and markets adapted. We break down what happened.Read NowA historical look at Giving Season
October 9, 2025The end of the year, also called Giving Season, is a big driver of charitable donations in the U.S. This practice dates back many years and comes with notable financial benefits.Read NowEstate planning for Indigenous Americans
October 9, 2025For Indigenous people in the U.S., estate planning can be particularly complex. Read on to learn how Indigenous Americans can approach estate planning.Read Now