Global Head of Products & Advice
Ari Katz is the Global Head of Products and Advice for Wealth Management. He is responsible for product and strategy development for a broad set of disciplines available to help clients manage and preserve their wealth, including Mortgage, Deposits, Custody, Trusts & Estates, Insurance & Retirement Solutions, and Wealth Planning & Advice. In addition, Mr. Katz serves on the Wealth Management Operating Committee.
Prior to his current role, Mr. 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.
Mr. 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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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. JPMCB and JPMS are affiliated companies under the control of JPMorgan Chase & Co. Products not available in all states. Please read the Legal Disclaimer in conjunction with these pages.
INVESTMENT PRODUCTS ARE: • NOT FDIC INSURED • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
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