Mike Katz Email & Phone Number
Managing Director, Financial Advisor at Trust Investment Services, Inc. @ Truist Wealth
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Mike Katz Location
- Chicago, IL, US
Mike Katz Work
- 2022 -now Managing Director, Financial Advisor at Trust Investment Services, Inc. @
- 2005 -2022 Senior Vice President and Senior Investment Strategist @
- 1999 -2005 Investment Manager @
- 1990 -1999 Portfolio Manager @
Mike Katz Education
- The University of Chicago Booth School of Business
MBA (Double Concentration in Finance and Behavioral Finance)
1993-1996 - University of Illinois Urbana-Champaign College of Business
B.S. (Finance)
1986-1990
Mike Katz Skills
- Investments
- Portfolio Management
- Fixed Income
- Private Equity
- Strategic Financial Planning
- Investment Strategies
- Hedge Funds
- Bonds
- Financial Services
- Investment Management
- Wealth
- Financial Risk
- Asset Allocation
- Alternative Investments
- High Net Worth Individuals
- Wealth Management
Mike Katz Summary
- Mike Katz, based in Chicago, IL, US, is currently a Managing Director, Financial Advisor at Trust Investment Services, Inc. at Truist Wealth. Mike Katz brings experience from previous roles at Wells Fargo Private Bank, Northern Trust and Bank of America. Mike Katz holds a 1993 - 1996 MBA in Double Concentration in Finance and Behavioral Finance @ The University of Chicago Booth School of Business. With a robust skill set that includes Investments, Portfolio Management, Fixed Income, Private Equity, Strategic Financial Planning and more. Mike Katz has 1 emails and 6 mobile phone numbers on RocketReach.
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