Expertise you can count on




Jason M. Katz
Jason M. Katz, CIMA®

Managing Director – Wealth Management
Senior Portfolio Manager
Senior Retirement Plan Consultant
Certified Investment Management Analyst (CIMA®)
212-713-9201

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Alexander Smith
Alexander Smith, CFP®, CIMA®

Senior Wealth Strategy Associate
CERTIFIED FINANCIAL PLANNER™ (CFP®)
212-713-9204


Bryan C. Caggiano
Bryan C. Caggiano, CFP®

Associate Director
Senior Wealth Strategy Associate
212-713-9206


Kenji Yoshikawa
Kenji Yoshikawa

Vice President – Wealth Management
212-713-9248

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Ryan Pratt
Ryan Pratt, CFP®

Wealth Strategy Associate
212-713-9202


Tommy Karavas
Tommy Karavas, CFP®, CIMA®

Wealth Strategy Associate
212-713-8465


Julie M. Kasberg
Julie M. Kasberg

Senior Vice President – Wealth Management
325-486-5104

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Michael Valente
Michael Valente

Client Service Associate
212-713-9203


Michael Thomas Zangoglia
Michael Thomas Zangoglia

Client Service Associate
212-713-9205



Katz Wealth Management

1285 Ave of the Americas
15th, 16th,17th, + 18th Floors
New York, NY 10019

212-713-9201
888-600-3881
877-295-1142 fax


Jason M. Katz, CIMA®
Managing Director – Wealth Management
Senior Portfolio Manager
Senior Retirement Plan Consultant
Certified Investment Management Analyst (CIMA®)
Alexander Smith, CFP®, CIMA®
Senior Wealth Strategy Associate
CERTIFIED FINANCIAL PLANNER™ (CFP®)
Bryan C. Caggiano, CFP®
Associate Director
Senior Wealth Strategy Associate
Kenji Yoshikawa
Vice President – Wealth Management
Ryan Pratt, CFP®
Wealth Strategy Associate
Tommy Karavas, CFP®, CIMA®
Wealth Strategy Associate
Julie M. Kasberg
Senior Vice President – Wealth Management
Michael Valente
Client Service Associate
Michael Thomas Zangoglia
Client Service Associate
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