David H. Katz

Commercial Services

Finance

Profile

Prior to joining BCM, Mr. Katz was the founder and Managing Member of Castlerock Investments LLC, a commercial real estate investment firm based in New Jersey.
Prior to forming Castlerock, Mr. Katz was a Managing Director at Sandler O’Neill and Partners, L.P.
in the mortgage finance department providing mortgage backed securities structuring and mortgage company investment banking advice to banks and thrifts.
Prior to moving to New York in 1994, Mr. Katz was Vice President of Secondary Marketing and Counsel at National Mortgage Company, a Memphis, Tennessee-based, privately held mortgage company sold in 1995 and as a result of two successive mergers, is today part of Bank of America.
Prior to working at National Mortgage Company, Mr. Katz was a partner at Glankler Brown, PLLC, a Memphis-based law firm.
While at Glankler Brown, Mr. Katz concentrated his practice in the areas of banking, real estate, real estate finance, mortgage banking law, commercial lending and mortgage backed securities.
Mr. Katz received a J.D.
from the University of Memphis School of Law in 1980 and a B.A.
in Political Science from New York University in 1977.
Mr. Katz is licensed to practice law in New York and Tennessee.

Former positions of David H. Katz

Companies	Position	End
Glankler Brown PLLC Glankler Brown PLLC Miscellaneous Commercial ServicesCommercial Services Glankler Brown PLLC provides legal services. Its practice areas include appellate advocacy, bank & trust litigation, business & commercial litigation, construction law, intellectual property and e-commerce. The company was founded in 1918 and is headquartered in Memphis, TN.	Corporate Officer/Principal	-
Sandler O'Neill & Partners LP Sandler O'Neill & Partners LP Investment Banks/BrokersFinance Founded in 1988, Sandler O'Neill & Partners LP is a broker/dealer headquartered in New York City. The firm is a subsidiary of Sandler O'Neill & Partners Corp. and their ultimate parent is SOP Holdings LLC. Sandler O'Neill & Partners' Equity Sales & Trading team seeks to enhance liquidity, execute complex transactions, distribute securities and provide institutional investor exposure for hundreds of financial institutions. Sandler O'Neill is a market maker for over 425 NASDAQ financial stocks and trades equities on all active exchanges including the NYSE, NASDAQ, OTC Bulletin Board and Pink Sheets. They work with CEOs, CFOs and management teams on corporate buybacks, portfolio valuations, rebalancings and liquidations. Sandler O'Neill publishes detailed equity research on approximately 270 financial services companies. They primarily cover small- and mid-sized companies that are not widely followed by large Wall Street firms. Their research coverage focuses on the following industries: (1) banks and thrifts (2) specialty finance and credit card companies (3) asset management (4) e-Finance (5) investment banking firms and broker/dealers (6) REITS (7) mortgage REITs and (8) insurance.	Corporate Officer/Principal	-

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