Global Head of Products & Advice
Ari Katz is the Global Head of Products and Advice for Wealth Management. In this role, Katz is responsible for product and strategy development of a broad range of disciplines to help clients manage and preserve their wealth, including mortgage, banking, trusts & estates, insurance, retirement solutions, and wealth planning and advice. In addition, Katz serves on the Wealth Management Operating Committee.
Prior to his current role, Katz was Global Head of the Mortgages, Deposits and Custody practices. In this role, he significantly grew the mortgage business and focused on initiatives to deepen banking relationships with clients. He also spent two years as Head of the Portfolio Management Group, and worked in the Investment Solutions Group, where he was closely involved in the development and launch of 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. He resides in Riverdale, New York.
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