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About Jason Katz. With over 30 years of experience, Jason is a UBS Managing Director, Senior Portfolio Manager, Private Wealth Advisor, Athletes & Entertainers Consultant,...
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.
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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.
Jan 15, 2016 · View Jason Maxwell Katz, CIMA®’s profile on LinkedIn, a professional community of 1 billion members.
- UBS
Nov 18, 2020 · According to court documents filed with the Southern District of New York court, the investors bringing the lawsuit are set to hire Jason Katz, a former Barclays and BNP Paribas currency trader...
Jason Katz is a Senior Vice President and Portfolio Analyst for various US and global equity strategies. He began working in the investment field in 2012 upon joining Lazard. Jason has a BS, Magna Cum Laude, in Business Administration from Bucknell University.
