Buildings

James Cotton

Operations Associate
Education and Credentials

As an Operations Associate at SteelPeak Wealth, James works closely with wealth advisors to drive efficiencies through technology. James is passionate about continuous learning and self-improvement. He holds a bachelor’s degree in Finance from Indiana University.

Beyond work, James enjoys producing music, maintaining an active lifestyle, and spending time with his family.

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Career Highlights
Why did you get into wealth management?
What do you enjoy most about the work you do for SteelPeak clients?
What do you love to do outside of work?
What is your favorite book or quote?
Schedule a Meeting with
James
In this 30-minute session you will gain an understanding of ways to maximize your investment portfolio to meet your goals.

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Ceasar Garvida, CFP®, CIMA®
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Katherine Neto, AWMA®
Client Service Associate
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Chris Shelburne
Director of Corporate Development
Morten Roness, MBA
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Stephanie Valderrama
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Heidi Wilson, WMCP®, CDFA®
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Rina Pineda, CPA, MST
Director of Tax Consulting
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Investment Analyst
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Sr. Vice President, Wealth Advisor
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Colin Kapp
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Lisa Tashtchian
Business Development Coordinator
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Eric Chamberlain
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