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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