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Sam Katzman

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Sam Katzman

Senior Portfolio Manager | Cresset

Florida, West Palm Beach, United States

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Sam Katzman

Summary

Sam Katzman is an accomplished executive with extensive experience in investment management and financial services. Currently serving as the Executive Managing Director at Cresset Capital in West Palm Beach, Florida, he has a notable track record of leadership in various prestigious financial institutions. Previously, he held the position of Senior Managing Director at First Republic Investment Management, where he honed his skills in strategic investment. Sam's career also includes a significant role as Chief Investment Officer at Constellation Wealth Advisors and as a Senior Portfolio Manager at Citi. With an educational background that includes a BBA in Accounting from Emory University and an MBA in Finance from the Wharton School, he combines academic rigor with practical expertise. His leadership style is characterized by a focus on innovation and strategic growth, making him a key player in the financial sector.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Innovation

Organisational experience

Corporate Experience

Sam Katzman

Work Experience

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Executive Managing Director at

Cresset

April 2023 - Present

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Sam Katzman

Education

Emory University, BBA, Accounting

January 1980 - January 1984

Wharton School, mba, Finance

January 1995 - January 1997

Frequently Asked Questions about Sam Katzman

What is Sam Katzman email address?

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

What company does Sam Katzman work for?

Sam Katzman is a Senior Portfolio Manager at Cresset.

Where Sam Katzman graduated from?

Sam Katzman holds a degree in null from Emory University.

How can I directly contact Sam Katzman?

To contact Sam Katzman directly, you can use the email address ********@cressetcapital.com. Complete contact information is available upon registration with Muraena.

Who is Sam Katzman?

Sam Katzman is an accomplished executive with extensive experience in investment management and financial services. Currently serving as the Executive Managing Director at Cresset Capital in West Palm Beach, Florida, he has a notable track record of leadership in various prestigious financial institutions. Previously, he held the position of Senior Managing Director at First Republic Investment Management, where he honed his skills in strategic investment. Sam's career also includes a significant role as Chief Investment Officer at Constellation Wealth Advisors and as a Senior Portfolio Manager at Citi. With an educational background that includes a BBA in Accounting from Emory University and an MBA in Finance from the Wharton School, he combines academic rigor with practical expertise. His leadership style is characterized by a focus on innovation and strategic growth, making him a key player in the financial sector.

Sam`s contact details

mail

********@cressetcapital.com

Colleagues

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Oliver Rose

Project Specialist

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Sarah Simon

Planning Associate

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Dani Fitzgerald

Intern, Research and Development

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Travis Henry

Agent Intern

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Kevin O'donnell

Investment Banking (JP Morgan H&Q; Credit Suisse DLJ), Corporate Development and Strategy Consulting

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Stephanie Effron

Tax Manager

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Phil Strohm

Client Advisor

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Todd Tautfest

Financial Advisor

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Karen Bayona

Project Manager

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Dean Jackson

Senior Vice President

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