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Alex Katz Location
New York, NY, US
Alex Katz Work
2025 -now Senior Investment Consultant (New York City) @
2025 -now Senior Investment Consultant - NY Metro @
2025 -2025 SVP - Director of Strategic Partnerships @
2023 -2025 Director of Strategic Relationships @
2018 -2022 Vice President - NY Metro Regional Director @
2014 -2018 Regional Vice President (New York City and Northern NJ) @
2011 -2014 Regional Manager @
2008 -2011 Regional Consultant @
2007 -2008 Institutional Program Accountant @
Alex Katz Education
University of Pittsburgh
Finance and Marketing
2003-2007
Alex Katz Skills
Series 7
Asset Allocation
Alternative Investments
Social Media
Asset Management
Wealth Management
Mutual Funds
Portfolio Management
Microsoft Excel
Management
Public Speaking
Equities
Investments
Alex Katz Summary
Alex Katz, based in New York, NY, US, is currently a Senior Investment Consultant (New York City) at Thornburg Investment Management. Alex Katz brings experience from previous roles at Thornburg Investment Management, Avestar Capital, Columbia Pacific Advisors, LLC and First Eagle Investment Management. Alex Katz holds a 2003 - 2007 Finance and Marketing @ University of Pittsburgh. With a robust skill set that includes Series 7, Asset Allocation, Alternative Investments, Social Media, Asset Management and more. Alex Katz has 3 emails and 4 mobile phone numbers on RocketReach.
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