Expertise you can count on




Jason M. Katz
Jason M. Katz, CIMA

Managing Director Wealth Management
212-713-9201

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Alexander Smith
Alexander Smith, CFP, CIMA

Senior Wealth Strategy Associate
212-713-9204


Bryan C. Caggiano
Bryan C. Caggiano, CFP

Associate Director
Senior Wealth Strategy Associate
212-713-9206


Evan Kresman
Evan Kresman, CFP, CIMA

Senior Wealth Strategy Associate
212-713-9207


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 Cox Valente
Michael Cox Valente

Senior Wealth Strategy 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
Alexander Smith, CFP, CIMA

Senior Wealth Strategy Associate
Bryan C. Caggiano, CFP

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

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 Cox Valente

Senior Wealth Strategy Associate
Michael Thomas Zangoglia

Client Service Associate
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