Utility Name

Ari Katz

Managing Director Global Head of Products & Portfolio Implementation

Biography

Ari Katz is the Global Head of Products & Portfolio Implementation for J.P. Morgan’s Wealth Management Solutions business. He oversees a team of almost 800 professionals who help clients manage, preserve and grow their wealth through a broad solutions offering that includes mortgages, trusts and estates, portfolio management group, life insurance and retirement annuities, and managed accounts platform strategy and development.

Prior to his current role, Ari was the Global Head of Products and Advice, where he led the strategic transformation of many of J.P. Morgan Private Bank’s core products, which accelerated innovation and led to multiple performance and growth records. Previously, he was Global Head of Mortgages, Deposits and Custody.

During his 20 years with the firm, Ari also led the 1,000-person global Client Service organization, as well as the Portfolio Management Group. In addition, he helped develop the Private Bank’s Global Access offering, a suite of opportunistic multi-asset class and multi-manager portfolios.

Ari 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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