Global Head of Products & Advice
Ari Katz is responsible for a range of disciplines, including custody, deposits, mortgage, trusts & estates, wealth planning and advice. He is also responsible for the 1000+ member global Client Service team, which provides account-related administrative and transaction processing help to clients. Katz is a member of the Wealth Management Operating Committee, the senior leadership group for strategic matters within the Private Bank.
Prior to his current role Katz was Global Head of the Mortgages, Deposits and Custody practices. He also spent two years as Head of the Portfolio Management Group, and he helped develop the firm’s Global Access offering, a suite of opportunistic multi-asset class and multi-manager portfolios.
Katz graduated from Johns Hopkins University with a B.A. in Economics, and received his M.B.A. from Harvard Business School.
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