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  1. www.forbes.com › profile › jason-katzJason Katz - Forbes

    Jason Katz is a senior portfolio manager and private wealth advisor at UBS, with over 30 years of experience and multiple Forbes and Barron's awards. He specializes in serving families, individuals, financial professionals, athletes and entertainers, and business executives.

    • Managing Director And Private Wealth Advisor
    • UBS Private Wealth Management
  2. Jason Maxwell Katz, CIMA®. Managing Director–Wealth Management. Financial Advisor. With over 30 years of experience, Jason is a UBS Managing Director, Senior Portfolio Manager, Private Wealth Advisor, Athletes & Entertainers Consultant, and NFLPA Institutional Player Financial Advisor.

    • 1285 Avenue Of The Americas, New York, NY 10019
    • (212) 713-9201
  3. 4 days ago · Led by Jason Katz, a Certified Financial Planner™ and Chartered Financial Analyst®, Katz Wealth Management is a team of 21 investment professionals who offer comprehensive advice and customized strategies for successful people and their families. Learn more about their services, credentials and community impact.

    • 1285 Avenue Of The Americas, New York, NY 10019
    • (212) 713-9201
  4. Nov 22, 2017 · Jason Katz is a story supervisor at Pixar who has worked on films like Finding Nemo, Ratatouille, and Coco. In this interview, he talks about his career, his mentor Joe Ranft, and his role in creating Coco, a film about ancestry, music, and life.

  5. Jul 30, 2021 · Watch the full interview with Jason Katz, who shares his insights on the market and his sector picks amid Covid delta variant cases. He joins 'Closing Bell' on July 30, 2021.

    • 5 min
  6. Jason co-founded KPC in 2007 with the aim of creating a truly differentiated private equity firm. He has been heavily immersed in the UK leisure sector for 20 years, beginning his career at SG Warburg (later UBS Investment Bank) where he established the market-leading European sector coverage team.

  7. Nov 15, 2022 · Jason Katz, UBS managing director, joins 'TechCheck' to discuss consumer facing technology, the paradigm shift in capital going toward Big Tech, and the top choices for tech investment.

    • 5 min
    • 5.3K
    • CNBC Television