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This profile was last updated on 4/24/2017 and contains contributions from the  Zoominfo Community.

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Wrong James Mathis?

James Mathis

Managing Partner

Echelon Investment Management

HQ Phone:  (214) 292-5000

Direct Phone: (214) ***-****direct phone

Email: j***@***.com

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I agree to the Terms of Service and Privacy Policy. I understand that I will receive a subscription to ZoomInfo Community Edition at no charge in exchange for downloading and installing the ZoomInfo Contact Contributor utility which, among other features, involves sharing my business contacts as well as headers and signature blocks from emails that I receive.

Echelon Investment Management

2828 Harwood Street Suite 1700

Dallas, Texas,75201

United States

Company Description

Dallas-based Echelon Investment Management was founded in 2011 by Managing Partners James Mathis and Michael Young. The company enriches its clients' lives by identifying, preserving and achieving their goals. Echelon partners with clients through every leg of...more

Background Information

Employment History

First Financial Equity Corporation


Managing Partner

Aspen Equity Partners LLC


Vice President Trading

First Southwest Company


Affiliations

The Canterbury Episcopal School

Volunteer Tennis Coach


Education

BBA

management with a concentration in economics

University of Texas at Arlington


Web References(7 Total References)


Echelon Investment Management

echelonim.com [cached]

Echelon was founded in 2011 by capital markets veterans James Mathis and Michael Young.
JAMES MATHIS - MANAGING PARTNER James currently serves as Managing Partner and CEO of Echelon Investment Management (EIM). Along with partner Michael Young, James is responsible for the continued growth of EIM to the full service wealth management firm it is today. James is also actively involved in EIM's operations on a day-to-day basis with a focus on systems, technology and trading services. Previously, Mr. Mathis served as Senior Vice President in First Southwest Company's capital markets division. James began his career at First Southwest as a market maker in bank and energy stocks, and served in various management positions there including head trader and Manager of Equity Capital Markets. James was responsible for growing a boutique trading and market making operation to a regional presence with institutional and retail sales and trading, proprietary trading and market making in approximately 800 NASDAQ stocks. He holds a BBA in management with a concentration in economics from the University of Texas at Arlington. James has been actively involved in industry professional groups and is a past president of the Dallas Security Traders Association. James lives in Dallas with his wife, Sheri, and their three children. In his spare time, James enjoys spending time with his family, doting on his granddaughter, playing golf and tennis and volunteering for community causes related to education, economic development and breast cancer prevention. Michael, along with his partner James Mathis, expanded the business operations of Echelon Investment Management from a boutique investment firm to the robust wealth management firm that it is today.


STEVE TITCOMB JOINS ECHELON INVESTMENT MANAGEMENT | Echelon IM

echelonim.com [cached]

Dallas-based Echelon Investment Management was founded in 2011 by Managing Partners James Mathis and Michael Young.


Aspen Equity Partners Trading and Investing

www.aspenequitypartners.com [cached]

James Mathis


Welcome to First Southwest Company a leader in investment banking since 1946

www.firstsw.com [cached]

JIM MATHISSenior Vice President


Aspen Equity Partners Trading and Investing

www.aspenequitypartners.com [cached]

Michael, along with his partner James Mathis, expanded the business operations of Aspen Equity Partners from a boutique investment bank to the robust Wealth Management firm that it is today.


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