Steven Roy Katz

Steven Roy Katz

Portfolio Manager-Aktien bei BBR Partners LLC

Commercial Services
Consumer Services
Finance

Profil

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.

Aktive Positionen von Steven Roy Katz

UnternehmenPositionBeginn
Portfolio Manager-Aktien 01.05.2003
Alle aktiven Positionen von Steven Roy Katz

Ehemalige bekannte Positionen von Steven Roy Katz

UnternehmenPositionEnde
Corporate Officer/Principal 31.12.2002
Corporate Officer/Principal -
Corporate Officer/Principal -
Corporate Officer/Principal -
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Ausbildung von Steven Roy Katz

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

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Besetzte Positionen

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Beziehungen

77

Beziehungen ersten Grades

8

Unternehmen ersten Grades

Herr

Frau

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Unternehmensverbindungen

Private Unternehmen5

Finance

Finance

Commercial Services

Commercial Services

Commercial Services

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