簡歷
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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了解更多成為摩根大通私人銀行客戶的詳情。
敬請提供有關您的個人資料，我們的客戶服務團隊人員將會與您聯絡。
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投資產品（可能包括銀行管理賬戶及託管）乃由 摩根大通銀行（JPMorgan Chase Bank, N.A.）及其關聯公司（合稱「JPMCB」 ）作為其一部分信託及委託服務而提供。其他投資產品及服務（例如證券經紀及諮詢賬戶）乃由 摩根大通證券（J.P. Morgan Securities LLC）（「JPMS」）提供。摩根大通證券是金融業監管局和證券投資者保護公司的成員。JPMCB及JPMS均為受摩根大通共同控制的關聯公司。產品不一定於美國所有州份提供。請與本網站內容一併閱覽法律免責聲明。
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。