Profil
Mr. James A.
Burton is a Financial Advisor at NWAM LLC.
He brings over 25 years of experience in the financial services industry to deliver a structured and thoughtful process designed to help clients express their financial goals in their terms, understand the necessary strategies to be successful, have access to objective research, and stay informed as we move forward together.
Prior to joining Northwest Asset Management, Mr. Burton was Chief Investment Officer at First Command in Ft.
Worth, Texas.
Prior to he was a principal at Evergreen Asset Management in Gig Harbor, Washington.
Before joining Evergreen, he was with Russell Investments for almost ten years.
He was director of Russell Managed Portfolios and director of Consulting Services within the firm’s U.S.
Private Client Services Group.
He also served as vice president and head of Investment Management Consulting for A.G.
Edwards & Sons, Inc., the firm’s fee based separate account program.
He is a graduate of Texas A&M University where he earned his Bachelor of Science degree in Economics.
He has served on the Advisory Board of the Mays Business School at Texas A&M University.
Aktive Positionen von Andrew Burton
Unternehmen | Position | Beginn |
---|---|---|
NWAM LLC
NWAM LLC Investment ManagersFinance NWAM LLC (dba Northwest Asset Management) is a registered investment advisor headquartered in Mercer Island, Washington. The firm was founded by Greg in 2008 and is owned by NW Holdings Group, Inc. Northwest Asset Management offers a wide range of investment advisory, planning and consulting services to individuals, pension and profit-sharing plans, charitable organizations, and corporations. | Portfolio Manager-Aktien | 01.12.2012 |
Ausbildung von Andrew Burton
Sonoma State University | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
Private Unternehmen | 1 |
---|---|
NWAM LLC
NWAM LLC Investment ManagersFinance NWAM LLC (dba Northwest Asset Management) is a registered investment advisor headquartered in Mercer Island, Washington. The firm was founded by Greg in 2008 and is owned by NW Holdings Group, Inc. Northwest Asset Management offers a wide range of investment advisory, planning and consulting services to individuals, pension and profit-sharing plans, charitable organizations, and corporations. | Finance |