Jason Katz

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Jason

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Jason Katz is a Managing Director and Senior Portfolio Manager at UBS Financial Services, where he serves as a senior member of Katz Wealth Management. In this role, he oversees the team’s customized equity and exchange-traded fund portfolio models, delivering tailored investment solutions for high-net-worth individuals, families, and institutions. An experienced investment professional, Katz brings deep expertise in portfolio construction, manager selection, and due diligence. He also works closely with clients on comprehensive financial planning, including asset allocation, risk management, and wealth transfer and legacy strategies. Beyond his advisory work, Katz is an active community leader and a respected voice in financial media. He is a frequent guest commentator on CNBC, Fox Business, Yahoo! Finance, and Bloomberg TV, where he shares insights on market trends, portfolio strategy, and long-term investing.

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	Private Equity

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Jason Katz is a Managing Director, Senior Portfolio Manager, Private Wealth Advisor, Athletes & Entertainers Consultant, and NFLPA Institutional Player Financial Advisor.
He oversees the team’s customized equity and exchange-traded fund portfolio models, delivering tailored investment solutions for high-net-worth individuals, families, and institutions.
He also works closely with clients on comprehensive financial planning, including asset allocation, risk management, and wealth transfer and legacy strategies.
In addition to his roles at UBS, Katz has been featured or profiled in Forbes, Barron's, Financial Times, and InvestmentNews, and been a featured guest on Bloomberg TV, CNBC, and Fox Business.

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