Utility Name

Ari Katz

Managing Director Global Head of Products & Portfolio Implementation

Biography

Ari Katz is Global Head of Products & Portfolio Implementation for J.P. Morgan’s Wealth Management Solutions business. He oversees a team of more than 600 professionals who help clients manage, preserve and grow their wealth through a broad solutions offering that includes mortgages, trusts and estates, portfolio management, insurance and retirement.

Prior to his current role, Mr. Katz 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, Mr. Katz also led the 1,000-person global Client Service organization, as well as the Portfolio Management Group. In addition, he helped developed 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.

*Required Fields

Contact us to discuss how we can help you experience the full possibility of your wealth.

Please tell us about yourself, and our team will contact you.

Form Contains Errors

First Name *

Enter your First Name

> or < are not allowed

Only 40 characters allowed

Last Name *

Enter your Last Name

> or < are not allowed

Only 40 characters allowed

Email *

Enter your email address

Please enter a valid email address

> or < are not allowed

Only 50 characters allowed

Country *

Select your country of residence

Country Code *

Enter your country code

Country Code

Enter your country code

> or < are not allowed

Phone Number *

Enter your phone number

Phone number must consist of 10 numbers

Please enter a valid phone number

> or < are not allowed

Only 15 characters allowed

Phone Number *

Enter your phone number

Please enter a valid phone number

> or < are not allowed

Only 15 characters allowed

Address Line 1 *

Enter valid street address

> or < are not allowed

Only 35 characters allowed

Address Line 2

> or < are not allowed

Only 35 characters allowed

City *

Enter your city

> or < are not allowed

Only 35 characters allowed

State *

Select your state

> or < are not allowed

ZIP *

Enter your ZIP code

Please enter a valid zipcode

> or < are not allowed

Only 9 characters allowed

Postal Code *

Enter your postal code

Please enter a valid zipcode

> or < are not allowed

Only 9 characters allowed

Tell Us More About You

1000 Characters Maximum

Only 1000 characters allowed

Yes, I want to learn more about J.P. Morgan Private Bank. By submitting this form, I understand the data I provide will be used to process my enquiry, in accordance with J.P. Morgan's privacy policy.

Checkbox is not selected

Your Recent History

LEARN MORE About Our Firm and Investment Professionals Through FINRA Brokercheck

To learn more about J.P. Morgan’s investment business, including our accounts, products and services, as well as our relationship with you, please review our J.P. Morgan Securities LLC Form CRS and Guide to Investment Services and Brokerage Products.

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. Annuities 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. Please read the Legal Disclaimer in conjunction with these pages.

INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • 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

Equal Housing Lender Icon Bank deposit products, such as checking, savings and bank lending and related services are offered by JPMorgan Chase Bank, N.A. Member FDIC. Not a commitment to lend. All extensions of credit are subject to credit approval.