Message From the Founder:
By focusing on "empowerment" instead of "possession," our goal is to build a wealth management practice that truly connects with clients. In the modern world, clients have choices. They remain clients not because they're stuck, but because they feel valued.
Successful wealth management isn't about possessing and controlling clients; it's about earning their trust and loyalty through exceptional service, personalized solutions, and a genuine commitment to their financial well-being. We strive to make it easy for the client to do business with us by giving them "choice."
Every day we focus on one simple question; "How can we create so much value that clients choose us time and again?"
This shift from imposed control to choice is essential for building a wealth management practice that not only survives but thrives in a competitive financial landscape.
JAMES DEAN
Founder / Managing Partner
Jim is the Managing Partner of Cutler Park Capital. With a proven track record spanning over 30 years in the financial services industry. Jim's expertise encompasses leadership roles in sales, marketing, business strategy, and product implementation.
Spearheading synergies between Broker-Dealers, Registered Investment Advisors (RIAs), and Private Banks, he has orchestrated the integration of the diverse strengths and capabilities of each business to improve the client experience. His expertise lies in crafting unified strategies that leverage the unique advantages of all three, creating powerful, client-centric financial ecosystems. Throughout his career, he has significantly contributed to the expansion of wealth management businesses at Citi, Credit Suisse, JP Morgan, and City National Bank of Florida.
Jim's career is marked by his ability to develop and execute strategic plans, lead and mentor teams and maintain high levels of client satisfaction. His extensive network of industry relationships and deep understanding of regulatory environments have been instrumental in his success, creating a knowledge base that creates custom business models for both advisors and institutions.