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.
投資產品： • 不受聯邦存款保險公司保障 • 並非摩根大通或其任何關聯公司的存款或其他債務，亦不受摩根大通或其任何關聯公司的保障 • 面臨投資風險，包括可能會損失投資本金
銀行存款產品（例如支票、儲蓄及銀行貸款）及相關服務乃由摩根大通銀行（JPMorgan Chase Bank, N.A.）提供。 摩根大通銀行是美國聯邦存款保險公司的成員。並非借貸承諾。授信額度均須經信貸審批。