Executive Director Wealth Advisor
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.
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投資產品： • 不受聯邦存款保險公司保障 • 並非摩根大通或其任何關聯公司的存款或其他債務，亦不受摩根大通或其任何關聯公司的保障 • 面臨投資風險，包括可能會損失投資本金
銀行存款產品（例如支票、儲蓄及銀行貸款）及相關服務乃由摩根大通銀行（JPMorgan Chase Bank, N.A.）提供。 摩根大通銀行是美國聯邦存款保險公司的成員。並非借貸承諾。授信額度均須經信貸審批。