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
- Chief Strategy Officer (CSO) @ (April 2015 - Present)
- Vice President - Family Office @ (September 2004 - April 2015)
- Estate Financial Services Division @ The Ayco Company, LP (January 1999 - January 2004)
- Attorney @ Melito & Adolfsen (September 1991 - September 1999)
- Attorney @ SIFF ROSEN P.C. (January 1991 - January 1994)
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 1 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
Michael Bohlinger
Managing Director
Woodbridge Township, NJ, US
Todd Pallett
Managing Director
Hong Kong
Ray Pinson
Managing Director
Colleyville, TX, US
Bill Schultz
Managing Director
Hurst, TX, US
Stephanie Farese
Senior Wealth Associate
New York, NY, US
Eileen Pang
Finance Director
Hong Kong
Christian Sontag
Wealth Associate
Bangkok, TH
Diana Ruales
Manager
Hillside, NJ, US
Gena Lohoefer
Office Manager
Wichita Falls, TX, US
Antonio Charles
Wealth Advisor
Amarillo, TX, US
Ryan Corcoran
Wealth Associate
Roseland, NJ, US
Kanwalpreet Sandhu
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Edison, NJ, US
Lindsey Anderson
Case Manager and Account Manager
New York, NY, US
Chuhan Wei
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Hong Kong
David Donato
Managing Director
Oaklyn, NJ, US
Olivier Livenais
Global Head of Wealth
Hong Kong
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