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Carter Kozej Email & Phone Number

Associate, Internal Client Advisor at J.P. Morgan Asset Management
Location: Chicago, Illinois, United States 7 work roles 1 school
1 work email found @jpmchase.com LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 86%

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Work email c****@jpmchase.com
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Current company
J.P. Morgan Asset Management
Role
Associate, Internal Client Advisor
Location
Chicago, Illinois, United States
Company size
5517 employees

Who is Carter Kozej? Overview

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Quick answer

Carter Kozej is listed as Associate, Internal Client Advisor at J.P. Morgan Asset Management, a with 5517 employees, based in Chicago, Illinois, United States. AeroLeads shows a work email signal at jpmchase.com and a matched LinkedIn profile for Carter Kozej.

Carter Kozej previously worked as Associate, ETF Internal Client Advisor at J.P. Morgan Asset Management and Financial Advisor Services Analyst at J.P. Morgan Asset Management. Carter Kozej holds Bachelor'S Degree, Finance, General from University Of Dayton.

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Email format at J.P. Morgan Asset Management

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{first}.{last}@jpmchase.com
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Profile bio

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!.

Current workplace

Carter Kozej's current company

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J.P. Morgan Asset Management
J.P. Morgan Asset Management
Associate, Internal Client Advisor
Chicago, IL, US
Website
jpmorgan.am
Employees
5517
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7 roles

Carter Kozej work experience

A career timeline built from the work history available for this profile.

U.S. Equities Analyst

Kudla Dynamic Allocation Fund

University Of Dayton

• Managed a $1.6 million fund composed of U.S., international, fixed income and alternative asset ETF’s• Contributed in the making of the slide deck that helped the team place 4th at the Engage Undergraduate Investment Conference beating schools such as Stanford, Columbia, Virginia, USC, NYU and more

Feb 2018 - Dec 2020

Client Engagement Center Intern

Federated Investors

Greater Pittsburgh Area

• Trained in sales techniques and effective presentations where I then utilized the training to research and present two stand up sales presentations, in addition to practicing mock sales calls• Worked with a multi-departmental team to research a business problem facing Federated Investors, and in turn designed and provided a new solution to the current business problem• Improved the efficiency, accuracy, and usability of the internal client database system by completing a multitude of projects, auditing over 25,000 records, and all being completed for specific deadlines

May 2019 - Aug 2019
Team & coworkers

Colleagues at J.P. Morgan Asset Management

Other employees you can reach at jpmorgan.am. View company contacts for 5517 employees →

PM Philip M. Annecke Philip M. Annecke Colleague at J.P. Morgan Asset ManagementSwitzerland View → KE Karen E. Salas Karen E. Salas Colleague at J.P. Morgan Asset ManagementNew York, United States View → AE Aritsune Endo Aritsune Endo Colleague at J.P. Morgan Asset ManagementTokyo, Japan View → MD Michael D. Henderson, Cim Michael D. Henderson, Cim Colleague at J.P. Morgan Asset ManagementToronto, Ontario, Canada View → RP Romel Penales Romel Penales Colleague at J.P. Morgan Asset ManagementNew York, United States View → FA Flavia Amorim Flavia Amorim Colleague at J.P. Morgan Asset ManagementDallas-Fort Worth Metroplex, United States View → MN Matt Nestor Matt Nestor Colleague at J.P. Morgan Asset ManagementLos Angeles, California, United States View → MS Mark Scarsella Mark Scarsella Colleague at J.P. Morgan Asset ManagementLondon, England, United Kingdom View → AP Adarsh Prabhudesai Adarsh Prabhudesai Colleague at J.P. Morgan Asset ManagementMumbai, Maharashtra, India View → AN Abhi Nand Abhi Nand Colleague at J.P. Morgan Asset ManagementBengaluru, Karnataka, India View →
1 education record

Carter Kozej education

FAQ

Frequently asked questions about Carter Kozej

Quick answers generated from the profile data available on this page.

What company does Carter Kozej work for?

Carter Kozej works for J.P. Morgan Asset Management.

What is Carter Kozej's role at J.P. Morgan Asset Management?

Carter Kozej is listed as Associate, Internal Client Advisor at J.P. Morgan Asset Management.

What is Carter Kozej's email address?

AeroLeads has found 1 work email signal at @jpmchase.com for Carter Kozej at J.P. Morgan Asset Management.

Where is Carter Kozej based?

Carter Kozej is based in Chicago, Illinois, United States while working with J.P. Morgan Asset Management.

What companies has Carter Kozej worked for?

Carter Kozej has worked for J.P. Morgan Asset Management, Kudla Dynamic Allocation Fund, J.P. Morgan Private Bank, and Federated Investors.

Who are Carter Kozej's colleagues at J.P. Morgan Asset Management?

Carter Kozej's colleagues at J.P. Morgan Asset Management include Philip M. Annecke, Karen E. Salas, Aritsune Endo, Michael D. Henderson, Cim, and Romel Penales.

How can I contact Carter Kozej?

You can use AeroLeads to view verified contact signals for Carter Kozej at J.P. Morgan Asset Management, including work email, phone, and LinkedIn data when available.

What schools did Carter Kozej attend?

Carter Kozej holds Bachelor'S Degree, Finance, General from University Of Dayton.

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