James Zurad, Co-Head of USI Wealth Management
- B.A., Ursinus College
Jim Zurad is the Co-Head of Wealth Management within US Intermediary Distribution Division. In this role, Jim is responsible for leading the firm's field distribution effort within the Broker Dealer and Registered Investment Advisors communities. Prior to this role, he led the firm's effort to distribute and partner with Banks and Registered Investment Advisor distribution within the U.S. Intermediary Distribution Group. Jim has also served as a National Account Manager leading relationship management efforts with select strategic distribution partners.
He has been with the firm since 1996 and had worked in U.S. Investment Services Financial Intermediary since 2000. Jim earned a B.A. in economics and business administration from Ursinus College. He is a vice president of. Rowe Price Group, Inc., and T. Rowe Price Investment Services, Inc. He is a Series 3, 6, 7, 63, and 65 registered representative and a Series 24 registered principal.
- Years at T. Rowe Price29
- Years investment experience29