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Ari Katz
Managing Director Global Head of Products
Biography
Ari Katz is Global Head of Products for J.P. Morgan’s Wealth Management Solutions business. He oversees a team of approximately 800 professionals who help clients manage, preserve, and grow their wealth through a broad offering that includes Mortgages, Trusts and Estates, Deposits and Custody, Insurance and Annuities.
Prior to his current role, Mr. Katz held a variety of Solutions leadership positions focused on strategically transforming J.P. Morgan Private Bank’s core products, which accelerated innovation and led to multiple performance and growth records.
During his 20 years with the firm, Mr. Katz also led the 1,000-person global Client Service organization, as well as the Portfolio Management Group and Advice Lab. In addition, he helped develop the Private Bank’s Global Access offering, a suite of opportunistic multi-asset class and multi-manager portfolios.
Mr. Katz graduated from Johns Hopkins University with a B.A. in Economics and Near Eastern Studies, and received his M.B.A. from Harvard Business School. He resides in Riverdale, New York, with his wife and two children.
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JPMorgan Chase Bank, N.A. and its affiliates (collectively "JPMCB") offer investment products, which may include bank-managed accounts and custody, as part of its trust and fiduciary services. Other investment products and services, such as brokerage and advisory accounts, are offered through J.P. Morgan Securities LLC ("JPMS"), a member of FINRA and SIPC. Insurance products are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMCB, JPMS and CIA are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
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