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Mike Katz
Mike Katz
Managing Director, Financial Advisor at Trust Investment Services, Inc. | Truist
Chicago, Illinois, United States
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.
Mike Katz
Work Experience
Managing Director, Financial Advisor at Trust Investment Services, Inc. at
Truist
April 2022 - Present
Senior Vice President and Senior Investment Strategist at
Wells Fargo & Company
May 2005 - April 2022
Investment Manager at
Northern Trust
November 1999 - May 2005
Portfolio Manager at
Bank of America Corporation
January 1990 - January 1999
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
*********@truist.com
*********@wellsfargo.com
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