Steven Roy Katz

Steven Roy Katz

Gestore di Portafoglio-Azioni presso BBR Partners LLC

Commercial Services
Consumer Services
Finance

Profilo

Mr. Steven R.
Katz, CPA, is a Partner, Director of Portfolio & Wealth Advisory at BBR Partners LLC.
He joined BBR Partners in 2003 and working with clients to develop their overall financial strategy, manage their investments, and integrate their investment, tax and estate planning into a cohesive wealth management plan.
He has considerable experience structuring tax-efficient trust and estate strategies that are fully integrated with investment plans.
He is also a member of BBR’s Compliance Committee.
Prior to joining BBR, he was a Relationship Manager at U.S.
Trust Company of New York, where he advised high-net-worth clients in the areas of investment, trust and estate, cash flow analysis and life insurance strategies.
Prior to U.S.
Trust, he worked as a real estate attorney at McDermott, Will and Emery and Schulte Roth and Zabel LLP.
He also held a position in the Real Estate Tax Group at Deloitte & Touche.
He holds an LLM in Taxation from New York University School of Law, a JD from Fordham University School of Law and a BS in Business Management from Cornell University.
He also is a Certified Public Accountant in the State of New York.

Posizioni attive di Steven Roy Katz

SocietàPosizioneInizio
Gestore di Portafoglio-Azioni 01/05/2003
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Precedenti posizioni note di Steven Roy Katz

SocietàPosizioneFine
Corporate Officer/Principal 31/12/2002
Corporate Officer/Principal -
Corporate Officer/Principal -
Corporate Officer/Principal -
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Formazione di Steven Roy Katz

Fordham University Graduate Degree
Cornell University Undergraduate Degree
New York University School of Law Graduate Degree

Esperienze
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Inattive

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Aziende private

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Relazioni

77

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8

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Donna

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Aziende private5

Finance

Finance

Commercial Services

Commercial Services

Commercial Services

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