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Alex Katz Location
New York, NY, US
Alex Katz Work
Senior Investment Consultant - NY Metro @ (May 2025 - Present)
Senior Investment Consultant (New York City) @ (May 2025 - Present)
SVP - Director of Strategic Partnerships @ (January 2025 - May 2025)
Director of Strategic Relationships @ (May 2023 - January 2025)
Director of Strategic Relationships @ (May 2023 - January 2025)
Vice President - NY Metro Regional Director @ (July 2018 - December 2022)
Regional Vice President (New York City and Northern NJ) @ (November 2014 - July 2018)
Regional Vice President (New York City and Northern NJ) @ (November 2014 - July 2018)
Regional Manager @ (December 2011 - November 2014)
Regional Consultant @ (February 2008 - December 2011)
Institutional Program Accountant @ (July 2007 - February 2008)
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 - NY Metro at Thornburg Investment Management. Alex Katz brings experience from previous roles at Thornburg Investment Management, Avestar Capital and Columbia Pacific Advisors, LLC. 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 2 emails and 4 mobile phone numbers on RocketReach.
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