Carter Kozej
Associate, Internal Client Advisor at J.P. Morgan Asset Management
- Role
- Associate, Internal Client Advisor at J.P. Morgan Asset Management
- Location
- Chicago, IL, US
- LinkedIn followers
- 500 followers
About Carter Kozej
I am a 2021 graduate from the University of Dayton with a Bachelor of Science in Business Administration degree, with a concentration in Finance. I first gained my interest for the financial industry during the 2007-08 Financial Crisis. During that time I personally saw how much an impact poor wealth management and lack of accountability can have on a family. It has been my goal since then to gain the knowledge, experience, and a position of power to help protect not only my family, but any person I am able to help. To reach this goal I began taking any and all accounting or finance classes offered through my school district. Upon reaching college, I joined several organizations that focus on investment management such as the Kudla Dynamic Allocation Fund and Investment Club. These years of successfully chasing my goal resulted with an internship with Federated Investors in summer 2019, and an internship with J.P Morgan Private Bank for summer 2020. I look forward to beginning my career of helping investors at JPMorgan Chase & Co. in their Asset Management Department.
Experience
Associate, Internal Client Advisor
Jan 2023 — Present · Chicago, IL, US
Education
University of Dayton
Bachelor's degree
2017 — 2021
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