James McCutchen

James McCutchen is an accomplished finance professional with extensive experience in both accounting and wealth management. Currently serving as an Accounting Associate at Corient, James has previously held positions including Wealth Management Client Associate at Merrill Lynch, where responsibilities included managing administrative duties for Financial Advisors and facilitating client communications. James's background also encompasses sales and client support roles, notably as a Sales Representative at Porch and Junior Analyst at McCutchen Group LLC, where analytical skills and a strong attention to detail were paramount. James holds a Bachelor of Science in Finance and a Master of Business Administration from Pepperdine University, and is currently pursuing a Master of Arts in Clinical Mental Health Counseling at Colorado Christian University.