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Steven Roy Katz
Gestionnaire de Portefeuille-Actions chez
BBR Partners LLC
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.
Postes actifs de Steven Roy Katz
| Sociétés | Poste | Début |
|---|---|---|
BBR Partners LLC
 BBR Partners LLC Investment ManagersFinance BBR Partners uses an array of investment strategies and managers to create a diversified portfolio of assets to produce consistent risk-adjusted returns appropriate for a client’s specific objectives and risk/return profile. The firm allocates client investment assets primarily among various equity and fixed income separate accounts managed by third-party investment managers, mutual funds, exchange-traded funds, exchange-traded notes, private investment funds, and the BBR Funds on a discretionary and non-discretionary basis in accordance with the client’s designated investment objective(s). | Gestionnaire de Portefeuille-Actions | 01/05/2003 |
Anciens postes connus de Steven Roy Katz
| Sociétés | Poste | Fin |
|---|---|---|
United States Trust Co., NA
 United States Trust Co., NA Major BanksFinance Provides banking services | Corporate Officer/Principal | 31/12/2002 |
Deloitte & Touche
 Deloitte & Touche Miscellaneous Commercial ServicesCommercial Services Provides audit, enterprise risk management and financial advisory services | Corporate Officer/Principal | - |
Schulte Roth & Zabel LLP
 Schulte Roth & Zabel LLP Miscellaneous Commercial ServicesCommercial Services Provides legal services | Corporate Officer/Principal | - |
McDermott Will & Emery LLP
 McDermott Will & Emery LLP Miscellaneous Commercial ServicesCommercial Services Operates as a law firm | Corporate Officer/Principal | - |
Formation de Steven Roy Katz
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
72
Relations au 1er degré
8
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 8 |
|---|---|
BBR Partners LLC
BBR Partners LLC Investment ManagersFinance BBR Partners uses an array of investment strategies and managers to create a diversified portfolio of assets to produce consistent risk-adjusted returns appropriate for a client’s specific objectives and risk/return profile. The firm allocates client investment assets primarily among various equity and fixed income separate accounts managed by third-party investment managers, mutual funds, exchange-traded funds, exchange-traded notes, private investment funds, and the BBR Funds on a discretionary and non-discretionary basis in accordance with the client’s designated investment objective(s). | Finance |
McDermott Will & Emery LLP
McDermott Will & Emery LLP Miscellaneous Commercial ServicesCommercial Services Operates as a law firm | Commercial Services |
Schulte Roth & Zabel LLP
Schulte Roth & Zabel LLP Miscellaneous Commercial ServicesCommercial Services Provides legal services | Commercial Services |
Fordham University
 Fordham University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Cornell University
 Cornell University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Deloitte & Touche
Deloitte & Touche Miscellaneous Commercial ServicesCommercial Services Provides audit, enterprise risk management and financial advisory services | Commercial Services |
United States Trust Co., NA
United States Trust Co., NA Major BanksFinance Provides banking services | Finance |
New York University School of Law
 New York University School of Law Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
