Eric Katz Email & Phone Number
Chief Strategy Officer (CSO) @ Leo Wealth
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Eric Katz Location
- Woodbridge Township, NJ, US
Eric Katz Work
- 2015 - now Chief Strategy Officer (CSO) @
- 2004 - 2015 Vice President - Family Office @
- 1999 - 2004 Estate Financial Services Division @ The Ayco Company, LP
- 1991 - 1999 Attorney @ Melito & Adolfsen
- 1991 - 1994 Attorney @ SIFF ROSEN P.C.
Eric Katz Education
- University at Buffalo School of Law
JD, Cum Laude
1988 - 1991 - Binghamton University
Bachelor's degree (HISTORY)
1984 - 1988
Eric Katz Skills
- Estate Planning
- Investments
- Income Tax
- Tax
- International Tax
- Financial Services
- Asset Management
- Wealth Management
- Alternative Investments
- Private Equity
- High Net Worth Individuals
- Due Diligence
- Entrepreneurship
- Financial Accounting
- Hedge Funds
- Management
- Securities
- Planning
- Concierge Services
- Investment Planning
- Services
Eric Katz Summary
- Eric Katz, based in Woodbridge Township, NJ, US, is currently a Chief Strategy Officer (CSO) at Leo Wealth. Eric Katz brings experience from previous roles at Goldman Sachs, The Ayco Company, LP, Melito & Adolfsen and SIFF ROSEN P.C.. Eric Katz holds a 1988 - 1991 JD, Cum Laude @ University at Buffalo School of Law. With a robust skill set that includes Estate Planning, Investments, Income Tax, Tax, International Tax and more. Eric Katz has 2 emails and 3 mobile phone numbers on RocketReach.
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Top Leo Wealth Employees
Eric Katz
Chief Strategy Officer (CSO)
Woodbridge Township, NJ, US
Ken Dugan
Managing Director
Marlboro Township, NJ, US
Michael Bohlinger
Managing Director
Woodbridge Township, NJ, US
Todd Pallett
Managing Director
Hong Kong
Ray Pinson
Managing Director
Colleyville, TX, US
Dan Moore
Managing Director | Insurance Solutions
Doylestown, PA, US
Andrew Talbot
Chief Executive Officer
Singapore
Helen Ching
Associate Director Of Operations
New York, NY, US
Bill Schultz
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Hurst, TX, US
Michael Muscarella
Senior Tax Associate
New York, NY, US
Eileen Pang
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Jon Rustin
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Ham Cheong
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Kevin Roche
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