简历
Kathryn A. Katz (Katie) is a Wealth Advisor for the J.P. Morgan Private Bank Michigan and Minnesota markets. In this role, Katie assists clients with estate planning, family governance, fiduciary matters and philanthropy.
Katie was previously a partner of Honigman Miller Schwartz and Cohn LLP, advising ultra-high-net-worth and high-net-worth individuals and families on the development of comprehensive wealth planning strategies, as well as guiding clients on the formation and ongoing representation of private foundations and public charities. She also served as the Development Director for City Year Detroit, where she was responsible for the development and implementation of the site’s revenue strategy.
Katie is a current board member of City Year Detroit and Citizen Detroit, and is an advisor to several other nonprofit and community groups throughout Southeastern Michigan. She formerly served as a board member of the DIA’s Founders Junior Council.
Katie was recognized as a member of Oakland County’s Elite 40 under 40 Class of 2016. She earned her J.D. from Loyola University Chicago School of Law, and her B.A. in History and Political Science from the University of Wisconsin-Madison.
了解更多成为摩根大通私人银行客户的详情。
敬请提供有关您的个人资料，我们的客户服务团队人员将会与您联络。
*必填栏目
了解更多成为摩根大通私人银行客户的详情。
敬请提供有关您的个人资料，我们的客户服务团队人员将会与您联络。
请浏览 FINRA Brokercheck网站以了解更多我们的公司及投资专才。
投资产品（可能包括银行管理账户及托管）乃由 JPMorgan Chase Bank, N.A.及其关联公司（合称「摩根大通银行」 ）作为其一部分信托及委托服务而提供。其他投资产品及服务（例如证券经纪及咨询账户）乃由 摩根大通证券（J.P. Morgan Securities LLC）（「摩根大通证券」）提供。摩根大通证券是金融业监管局和证券投资者保护公司的成员。摩根大通银行及摩根大通证券均为受摩根大通共同控制的关联公司。产品不一定于美国所有州份提供。请与本网站内容一并阅览法律免责声明。
投资产品: • 不受联邦存款保险公司保障 • 非摩根大通银行或其任何联属机构的存款或其他负债，亦未获摩根大通银行或其任何联属机构的担保 • 存在投资风险，包括可能损失投资的本金
银行存款产品（例如支票、储蓄及银行贷款）及相关服务乃由摩根大通银行（JPMorgan Chase Bank, N.A.）提供。 摩根大通银行是美国联邦存款保险公司的成员。并非借贷承诺。授信额度均须经信贷审批。