Diana Katz
Plus aucun poste en cours
Profil
Diana Katz worked as a Senior Research Analyst at Lebenthal & Co. LLC from 2014 to 2016.
Prior to that, she worked as an Associate Analyst at Morgan Keegan & Co., Inc. and as a Research Analyst at FM Partners Holdings LLC.
She also worked as an Associate at Jefferies LLC and as a Senior Research Assistant at Standard & Poor's Corp.
Ms. Katz received an undergraduate degree from Brown University.
Anciens postes connus de Diana Katz
| Sociétés | Poste | Fin |
|---|---|---|
Lebenthal & Co. LLC
 Lebenthal & Co. LLC Investment Banks/BrokersFinance Founded in 1935, Blumenthal & Co. LLC is a brokerage firm located in New York City. The firm is a subsidiary of Alexandra & James, Inc. Lebenthal & Co. focuses on municipal bonds. They provide their services to institutional and retail clients. | Analyst-Equity | 01/03/2016 |
Lebenthal Asset Management LLC
 Lebenthal Asset Management LLC Investment ManagersFinance Founded in 2007, Lebenthal Asset Management LLC is a wealth management firm and registered investment advisor located in New York City. The firm is a subsidiary of Lebenthal Holdings LLC. They provide advisory services both on a discretionary and non-discretionary basis to individuals, pension and profit sharing plans, trusts, estates, charitable organizations, corporations and other business entities with separately managed accounts. Lebenthal Asset Management may also serve as a sub-advisor for accounts managed by third-party advisors. | Analyst-Equity | 01/03/2016 |
FM Partners Holdings LLC
 FM Partners Holdings LLC Investment Banks/BrokersFinance FM Partners Holdings LLC is a broker/dealer headquartered in New York City. The firm was formerly known as Lazard Capital Markets LLC.. They are a subsidiary of LFCM Holdings LLC. | Analyst-Equity | 30/11/2012 |
Morgan Keegan & Co., Inc. (Old)
 Morgan Keegan & Co., Inc. (Old) Investment Banks/BrokersFinance Founded in 1969, Morgan Keegan & Co., Inc. is a full-service regional investment firm and broker/dealer headquartered in Memphis, Tennessee. The firm is a subsidiary of Regions Financial Corp. (NYSE: RF). They offer equity-oriented investment banking functions, securities brokerage, trust services, asset management, research, trading and institutional sales | Analyst-Equity | 31/01/2008 |
| Standard & Poor's Corp. | Corporate Officer/Principal | - |
Formation de Diana Katz
| Brown University | Undergraduate Degree |
Expériences
Fonctions occupées
Sociétés liées
| Entreprise privées | 6 |
|---|---|
Morgan Keegan & Co., Inc. (Old)
Morgan Keegan & Co., Inc. (Old) Investment Banks/BrokersFinance Founded in 1969, Morgan Keegan & Co., Inc. is a full-service regional investment firm and broker/dealer headquartered in Memphis, Tennessee. The firm is a subsidiary of Regions Financial Corp. (NYSE: RF). They offer equity-oriented investment banking functions, securities brokerage, trust services, asset management, research, trading and institutional sales | Finance |
FM Partners Holdings LLC
FM Partners Holdings LLC Investment Banks/BrokersFinance FM Partners Holdings LLC is a broker/dealer headquartered in New York City. The firm was formerly known as Lazard Capital Markets LLC.. They are a subsidiary of LFCM Holdings LLC. | Finance |
Lebenthal & Co. LLC
Lebenthal & Co. LLC Investment Banks/BrokersFinance Founded in 1935, Blumenthal & Co. LLC is a brokerage firm located in New York City. The firm is a subsidiary of Alexandra & James, Inc. Lebenthal & Co. focuses on municipal bonds. They provide their services to institutional and retail clients. | Finance |
Jefferies LLC
 Jefferies LLC Investment Banks/BrokersFinance Jefferies LLC is a global investment bank and institutional securities firm headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Jefferies Group LLC, ultimately held by Jefferies Financial Group, Inc. (NYSE: JEF). Jefferies provides corporate clients with research and execution services in equity, fixed income, and foreign exchange markets, as well as a full range of investment banking services such as underwriting, mergers and acquisitions, restructuring and recapitalization, and other advisory services, with all businesses operating in the Americas, Europe and Asia. | Finance |
| Standard & Poor's Corp. | |
Lebenthal Asset Management LLC
Lebenthal Asset Management LLC Investment ManagersFinance Founded in 2007, Lebenthal Asset Management LLC is a wealth management firm and registered investment advisor located in New York City. The firm is a subsidiary of Lebenthal Holdings LLC. They provide advisory services both on a discretionary and non-discretionary basis to individuals, pension and profit sharing plans, trusts, estates, charitable organizations, corporations and other business entities with separately managed accounts. Lebenthal Asset Management may also serve as a sub-advisor for accounts managed by third-party advisors. | Finance |
