Bruce D. Katz
Plus aucun poste en cours
Profil
Mr. Bruce D.
Katz is a Managing Director at Atlantic Trust Private Wealth Management.
Prior to that, Mr. Katz served as a First Vice President for Avatar Associates and Director of The Capital Management Group, a division dedicated to high net worth individuals, institutions and their financial professionals.
He was also a member of Avatar’s Investment Committee.
Previously, he served as a Vice President with Mitchell Hutchins Asset Management, Inc., a subsidiary of Paine Webber, Inc. He was recently appointed as an AMVESCAP Associate Partner because of his demonstrations of leadership, exemplary performance and client focus.
Mr. Katz earned his BS in Accounting and Finance from the State University of New York at Binghamton.
Bruce holds the CFP certification and NASD Series 7, 24, 63, and 65 securities licenses.
Anciens postes connus de Bruce D. Katz
| Sociétés | Poste | Fin |
|---|---|---|
Stein Roe Investment Counsel LLC
 Stein Roe Investment Counsel LLC Investment ManagersFinance Formed in 1932 by Sydney Stein, Jr. and Frederick Roe, Stein Roe Investment Counsel LLC provides independent investment counsel to wealthy families, individuals and institutions. The firm is based in Chicago. | Sales & Marketing | 31/12/2003 |
Ernst & Young LLP (Missouri)
 Ernst & Young LLP (Missouri) Miscellaneous Commercial ServicesCommercial Services Ernst & Young provides accounting services. Its services include auditing, accounting, tax and transaction services, assurance and advisory business, online transaction advisory and a wide range of financial services. The company was founded by Arthur Young and Alwin C. Ernst in 1881 and is headquartered in Kansas City, MO. | Corporate Officer/Principal | - |
| Mitchell Hutchins Asset Management, Inc. | Corporate Officer/Principal | - |
Capital Management Group, Inc.
 Capital Management Group, Inc. Investment ManagersFinance Capital Management Group, Inc. (CMG) is an independent, SEC-registered investment advisor headquartered in Wheaton, Illinois. Founded in 2000, CMG provides investment management services to individuals, businesses, trusts, and employee benefit plans. | Corporate Officer/Principal | - |
Avatar Associates
 Avatar Associates Investment ManagersFinance Founded in 1970, Momentum Investment Partners LLC is a registered investment advisor located in New York City. The firm is a subsidiary of OAM Avatar LLC and their ultimate parent is Overture Asset Managers LLC. They were formerly known as Avatar Associates. Momentum Investment Partners manages assets for institutional, financial advisory, private client and wrap brokerage portfolios. | Membre du Comité d'Investissement | - |
Formation de Bruce D. Katz
| State University of New York at Binghamton | Undergraduate Degree |
Expériences
Fonctions occupées
Sociétés liées
| Entreprise privées | 5 |
|---|---|
Stein Roe Investment Counsel LLC
Stein Roe Investment Counsel LLC Investment ManagersFinance Formed in 1932 by Sydney Stein, Jr. and Frederick Roe, Stein Roe Investment Counsel LLC provides independent investment counsel to wealthy families, individuals and institutions. The firm is based in Chicago. | Finance |
Avatar Associates
Avatar Associates Investment ManagersFinance Founded in 1970, Momentum Investment Partners LLC is a registered investment advisor located in New York City. The firm is a subsidiary of OAM Avatar LLC and their ultimate parent is Overture Asset Managers LLC. They were formerly known as Avatar Associates. Momentum Investment Partners manages assets for institutional, financial advisory, private client and wrap brokerage portfolios. | Finance |
Capital Management Group, Inc.
Capital Management Group, Inc. Investment ManagersFinance Capital Management Group, Inc. (CMG) is an independent, SEC-registered investment advisor headquartered in Wheaton, Illinois. Founded in 2000, CMG provides investment management services to individuals, businesses, trusts, and employee benefit plans. | Finance |
| Mitchell Hutchins Asset Management, Inc. | Finance |
Ernst & Young LLP (Missouri)
Ernst & Young LLP (Missouri) Miscellaneous Commercial ServicesCommercial Services Ernst & Young provides accounting services. Its services include auditing, accounting, tax and transaction services, assurance and advisory business, online transaction advisory and a wide range of financial services. The company was founded by Arthur Young and Alwin C. Ernst in 1881 and is headquartered in Kansas City, MO. | Commercial Services |
