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Kathryn Katz Location
New York, United States
Kathryn Katz Work
Founder and CEO @ (September 2024 - Present)
Executive Director - Wealth Advisor @ (May 2018 - August 2024)
Development Director @ (January 2017 - May 2018)
Partner @ (December 2014 - January 2017)
Associate @ (September 2010 - December 2014)
Project Assistant @ (May 2006 - July 2008)
Legal Intern @ (May 2006 - July 2006)
Kathryn Katz Education
Loyola University Chicago School of Law
J.D.
2007-2010
University of Wisconsin-Madison
B.A. (History and Political Science)
2002-2006
University of Wisconsin-Madison
Bachelor of Arts - BA
Kathryn Katz Skills
Charitable Giving
Nonprofits
Private Foundations
Charitable Trusts
Corporate Social Responsibility
Social Entrepreneurship
Revocable Trusts
Estate & Gift Taxation
Board Governance
Estate Tax Planning
Estate Planning for Same Sex Couples
Appraisals
Long Term Care Planning
Family Business Succession Planning
Estate Tax Audits
Gift Tax Audits
Tax Exempt Entity Formation and Compliance
Probate Administration
Project Management
Corporate Social
Family Business
Tax Exempt Entity
Public Speaking
Estate and Gift Taxation
Project Planning
Kathryn Katz Summary
Kathryn Katz, based in New York, United States, is currently a Founder and CEO at Mitzi. Kathryn Katz brings experience from previous roles at J.P. Morgan, City Year and Honigman LLP. Kathryn Katz holds a 2007 - 2010 J.D. @ Loyola University Chicago School of Law. With a robust skill set that includes Charitable Giving, Nonprofits, Private Foundations, Charitable Trusts, Corporate Social Responsibility and more. Kathryn Katz has 2 emails and 1 mobile phone numbers on RocketReach.
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