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James Carlton
President CobaltSea Advisors
Summary
James Carlton is the Founder and President of CobaltSea Advisors, bringing extensive experience from his tenure at Bear Stearns, Lehman Brothers, and Oppenheimer.
With a Bachelor's degree in International Business from The University of Texas at Austin, James leads a globally talented team at CobaltSea Advisors, offering holistic advice to affluent families.
Apart from his Wall Street background, James has held positions at Delta Air Lines, adding diverse experiences to his professional portfolio.
This public profile is provided courtesy of Clay. All information found here is in the public domain.