Jason Katz
Jason Katz is widely considered as an industry veteran with extensive experience at guiding clients through financial planning, asset management, and wealth transfer strategies. He is a Managing Director, Senior Portfolio Manager, and Certified Investment Management Analyst at UBS. he is accredited at selecting and monitoring top institutional money managers, hedge funds, and private equity funds for clients, while overseeing several customized equity, exchange traded funds, and institutional mutual fund models.
Jason Katz Professional Experience / Academic History
Professional Experience
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Managing Director, Wealth Management
Academic History
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Bachelor of Science, Finance
- Ranked in Barron’s “Top 100 Financial Advisors” 2018 – 2020
- Ranked in Barron’s “Top 1,200 Advisors” 2014 – 2020
- Ranked in Barron’s “Top 1,000 Advisors” 2010 – 2013
- Ranked in Financial Times “Top 400 Financial Advisers” 2013 – 2014, 2017 – 2020
- Ranked in Forbes “America’s Top Wealth Advisors: Top 100” 2016 – 2020
- Ranked in Forbes “Best-In-State Wealth Advisors” 2018 – 2020 | #1 High Net Worth 2019 and 2020
- Ranked in Forbes “America’s Top 250 Financial Advisors" 2019 – 2020
- Ranked in On Wall Street’s “Top 40 Under 40” 2008 – 2009
- Ranked in Registered Rep’s “The Top 100 Wirehouse Advisors” 2007