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Stuart Katz Location
Los Angeles, CA, US
Stuart Katz Work
Member, Hollywood Chapter @ (January 2023 - Present)
President, Private Wealth @ (July 2021 - Present)
Managing Director and Financial Advisor @ (May 2011 - July 2021)
Stuart Katz Education
Northwestern University School of Law 2000-2003
Cornell University 1995-1999
Stuart Katz Skills
Finance
Customer Service
Microsoft Excel
Program Management
Investments
Strategic Financial Planning
Stuart Katz Summary
Stuart Katz, based in Los Angeles, CA, US, is currently a President, Private Wealth at Lido Advisors, LLC. Stuart Katz brings experience from previous roles at YPO and Bernstein Private Wealth Management. Stuart Katz holds a 2000 - 2003 Northwestern University School of Law. With a robust skill set that includes Finance, Customer Service, Microsoft Excel, Program Management, Investments and more. Stuart Katz has 3 emails and 2 mobile phone numbers on RocketReach.
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