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Zachary Millstein

Executive Director - Client Advisor @J.P. Morgan Asset Management

Denver, CO, US
MOBILE NUMBERS
+12•••••••04

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WORK HISTORY

Feb 2023 — Present

Executive Director - Client Advisor @J.P. Morgan Asset Management

Denver, CO, US

EDUCATION

2004 — 2008

University of Miami Herbert Business School

BA, Finance, Accounting

ABOUT ZACHARY MILLSTEIN

Experienced financial services wholesaler of Mutual Funds, ETF’s, Separately Managed Accounts and both Liquid/Illiquid Alternatives; Provide key account management and financial advice to large RIA’s, Bank/Trusts and Family Offices on behalf of JP Morgan Asset Management.

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