Client list
Zephyr is fortunate to serve approximately 1,000 clients globally. Among these are numerous leading plan sponsors, money managers, investment consultants, financial advisors, banks, broker-dealers, insurance companies and more. Below is a representative client list.
- Ameriprise Financial
- Bank of America
- Barclays Wealth
- Brownson, Rehmus & Foxworth, Inc.
- Campbell Soup Company
- Citigroup Private Bank
- E*Trade
- Fifth Third Bank
- Geneva Advisors
- Kaiser Permanente
- Managers Investment Group, LLC
- Mellon Asset Management
- Merrill Lynch
- RBC
- San Francisco Retirement System
- The Boeing Company
- The Dreyfus Corporation
- Victory Capital Management