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Sam Katzman
Sam Katzman
Senior Portfolio Manager | Cresset
Florida, West Palm Beach, United States
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.
Sam Katzman
Work Experience
Executive Managing Director at
Cresset
April 2023 - Present
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
********@cressetcapital.com
Colleagues
Project Specialist
Planning Associate
Intern, Research and Development
Agent Intern
Investment Banking (JP Morgan H&Q; Credit Suisse DLJ), Corporate Development and Strategy Consulting
Tax Manager
Client Advisor
Financial Advisor
Project Manager
Senior Vice President