FundBank
Jim Zurlo has an extensive background in Prime Brokerage, with various roles in sales and management at companies such as FundBank, TD Cowen, Saratoga Prime Services, and Gar Wood Securities, LLC. With over 37 years of experience in the industry, Jim is currently serving as the Managing Director, North America Relationships at FundBank, a trust bank specializing in serving the banking, custody, trade execution, and FX needs of investment managers and their managed funds. Jim holds a Bachelor of Arts degree in Environmental Science from the State University of New York at Plattsburgh.
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FundBank
FundBank is an industry-leading institutional banking provider, delivering banking solutions to the asset management industry on a global scale. As the needs of the funds industry are changing, so too have the requirements for banking relationships. At FundBank, we offer a full suite of banking services that are supported by industry-leading technology, for the alternative asset management industry. With an enhanced user experience supported by the FundBank Client Portal, we provide a simplistic approach to banking for investment funds and managers, allowing them more time to focus on what they do best, managing their portfolios and generating alpha.