About James Dalton

Co-Founder & Chief Executive Officer

James Dalton is the visionary co-founder and CEO of Dalton & Prescott Wealth Management, where he combines over 15 years of experience in the financial industry with a passion for helping clients achieve their financial goals. Based in downtown Chicago, James leads the firm with a commitment to integrity, personalized service, and innovative financial strategies.

Background and Expertise

James earned his Bachelor’s degree in Finance from the University of Chicago and went on to obtain his Chartered Financial Analyst (CFA) designation. His early career included positions at leading financial institutions, where he honed his expertise in investment management and comprehensive financial planning.

As a wealth management expert, James has a deep understanding of market dynamics and investment strategies. He takes a holistic approach to financial planning, focusing on building long-term relationships with clients and tailoring solutions that align with their unique objectives.

Commitment to Clients

At Dalton & Prescott, James believes that effective wealth management is rooted in trust and open communication. He takes the time to understand each client’s individual circumstances, ensuring that they receive customized strategies that address their specific needs.

James is dedicated to educating his clients about financial concepts and empowering them to make informed decisions. His approachable demeanor and attentive nature make him a trusted partner for individuals, families, and businesses navigating the complexities of wealth management.

Community Involvement

Beyond his role at Dalton & Prescott, James is actively involved in various community initiatives and philanthropic efforts. He believes in giving back and supports local organizations that promote financial literacy and economic empowerment.

Personal Life

When he’s not at the office, James enjoys spending time with his family, exploring Chicago’s vibrant cultural scene, and staying active through outdoor sports. He is passionate about lifelong learning and frequently attends industry conferences and workshops to stay updated on the latest trends in wealth management.