Expertise you can count on




Jason M. Katz
Jason M. Katz, CIMA

Managing Director Wealth Management
Senior Portfolio Manager
212-713-9201

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Arnold K. Goldbaum
Arnold K. Goldbaum

Senior Vice President Wealth Management
Senior Portfolio Manager
212-713-7813


Marc R. Green
Marc R. Green

Senior Vice President Wealth Management
Senior Portfolio Manager
212-713-7814


Alexander Smith
Alexander Smith, CFP, CIMA

Senior Wealth Strategy Associate
212-713-9204


Kenji Yoshikawa
Kenji Yoshikawa

First Vice President Wealth Management
212-713-9248

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Bryan C. Caggiano
Bryan C. Caggiano, CFP, CIMA

Associate Director
Senior Wealth Strategy Associate
212-713-9206


Evan Kresman
Evan Kresman, CFP, CIMA

Senior Wealth Strategy Associate
212-713-9207


Ryan Pratt
Ryan Pratt, CFP

Wealth Strategy Associate
212-713-9202


Julie M. Kasberg
Julie M. Kasberg

Senior Vice President Wealth Management
325-486-5104

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Tommy Karavas
Tommy Karavas, CFP, CIMA

Wealth Strategy Associate
212-713-8465


Michael Thomas Zangoglia
Michael Thomas Zangoglia

Client Service Associate
212-713-9205


Zachary Mazur
Zachary Mazur

Senior Client Service Associate
212-713-9504


Maralyn Ferrer
Maralyn Ferrer

Client Service Associate
212-713-8798



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
Arnold K. Goldbaum

Senior Vice President Wealth Management
Senior Portfolio Manager
Marc R. Green

Senior Vice President Wealth Management
Senior Portfolio Manager
Alexander Smith, CFP, CIMA

Senior Wealth Strategy Associate
Kenji Yoshikawa

First Vice President Wealth Management
Bryan C. Caggiano, CFP, CIMA

Associate Director
Senior Wealth Strategy Associate
Evan Kresman, CFP, CIMA

Senior Wealth Strategy Associate
Ryan Pratt, CFP

Wealth Strategy Associate
Julie M. Kasberg

Senior Vice President Wealth Management
Tommy Karavas, CFP, CIMA

Wealth Strategy Associate
Michael Thomas Zangoglia

Client Service Associate
Zachary Mazur

Senior Client Service Associate
Maralyn Ferrer

Client Service Associate
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