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Mike Katz

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Mike Katz

Managing Director, Financial Advisor at Trust Investment Services, Inc. | Truist

Chicago, Illinois, United States

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Mike Katz

Summary

Mike Katz is a seasoned financial professional currently serving as the Managing Director and Financial Advisor at Trust Investment Services, Inc., part of Truist Wealth. With over three decades of experience in the financial sector, Mike specializes in wealth management and investment strategies tailored for high net worth individuals and institutions. His academic background includes an MBA from the University of Chicago Booth School of Business, with a double concentration in Finance and Behavioral Finance. Mike's career path has taken him through prestigious firms like Wells Fargo and Northern Trust, where he honed his skills in investment management and client advisory. He is known for his unique blend of technical expertise and personal touch, ensuring that clients receive not just financial advice, but a comprehensive wealth planning experience. Beyond his professional life, Mike is passionate about sustainable investment practices and actively engages in discussions around financial literacy in underserved communities.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Emerging Technologies

Leadership Development

Sustainability

Organisational experience

Corporate Experience

Mike Katz

Work Experience

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Managing Director, Financial Advisor at Trust Investment Services, Inc. at

Truist

April 2022 - Present

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Senior Vice President and Senior Investment Strategist at

Wells Fargo & Company

May 2005 - April 2022

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Investment Manager at

Northern Trust

November 1999 - May 2005

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Portfolio Manager at

Bank of America Corporation

January 1990 - January 1999

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Mike Katz

Education

University of Chicago Booth School of Business, Mba

January 1993 - January 1996

University of Illinois Urbana-Champaign College of Business, B.S.

January 1986 - January 1990

Frequently Asked Questions about Mike Katz

What is Mike Katz email address?

Mike Katz's primary email address is *********@truist.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Mike Katz work for?

Mike Katz is a Managing Director, Financial Advisor at Trust Investment Services, Inc. at Truist, a company specializing in Functions related to depository banking.

Where Mike Katz graduated from?

Mike Katz holds a degree in Double Concentration In Finance And Behavioral Finance from University of Chicago Booth School of Business.

How can I directly contact Mike Katz?

To contact Mike Katz directly, you can use the email address *********@truist.com. Complete contact information is available upon registration with Muraena.

Who is Mike Katz?

Mike Katz is a seasoned financial professional currently serving as the Managing Director and Financial Advisor at Trust Investment Services, Inc., part of Truist Wealth. With over three decades of experience in the financial sector, Mike specializes in wealth management and investment strategies tailored for high net worth individuals and institutions. His academic background includes an MBA from the University of Chicago Booth School of Business, with a double concentration in Finance and Behavioral Finance. Mike's career path has taken him through prestigious firms like Wells Fargo and Northern Trust, where he honed his skills in investment management and client advisory. He is known for his unique blend of technical expertise and personal touch, ensuring that clients receive not just financial advice, but a comprehensive wealth planning experience. Beyond his professional life, Mike is passionate about sustainable investment practices and actively engages in discussions around financial literacy in underserved communities.

Mike`s contact details

mail

*********@truist.com

*********@wellsfargo.com

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