David Irwin Katz
Profile
Mr. David I.
Katz is Chief Operating Officer & Chief Financial Officer at Gitterman & Associates Wealth Management LLC.
He is on the Board of Directors at Anti-Defamation League.
He has extensive experience in investment strategies and risk management planning and has assisted clients with their financial and estate planning needs.
Having focused much of his career in the medical and academic communities in 2011, he was honored by Medical Economics Magazineas one of the "Best Financial Advisers for Doctors" and has received the 5 Star Award for Wealth Managers.
He is a Regional Board Member of the Anti-Defamation League Florida Region.
Mr. Katz holds a BA in Economics from Brooklyn College and has qualified for the FINRA Series 6, 7, 24, 63 and 65 licenses.
He has been designated by the American College as an Accredited Asset Management specialist and holds life and health insurance licenses.
Former positions of David Irwin Katz
| Companies | Position | End |
|---|---|---|
Anti-Defamation League
 Anti-Defamation League Miscellaneous Commercial ServicesCommercial Services Anti-Defamation League operates as a non-profit organization that fights anti-Semitism and all forms of bigotry, defends democratic ideals and protects civil rights for all. The firm serves as a resource for government, media, law enforcement, educators and the public. The company was founded in 1913 and is headquartered in New York, NY. | Director/Board Member | - |
Gitterman Wealth Management LLC
 Gitterman Wealth Management LLC Investment ManagersFinance Gitterman & Associates Wealth Management LLC (GWM) is a registered investment advisor headquartered in Edison, New Jersey. The firm was founded by Jeffrey L. Gitterman and Elias S. Rauch in 1990. GWM offers financial planning and asset management solutions to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | Director of Finance/CFO | - |
Training of David Irwin Katz
| Brooklyn College | Undergraduate Degree |
Experiences
Positions held
Linked companies
| Private companies | 2 |
|---|---|
Anti-Defamation League
Anti-Defamation League Miscellaneous Commercial ServicesCommercial Services Anti-Defamation League operates as a non-profit organization that fights anti-Semitism and all forms of bigotry, defends democratic ideals and protects civil rights for all. The firm serves as a resource for government, media, law enforcement, educators and the public. The company was founded in 1913 and is headquartered in New York, NY. | Commercial Services |
Gitterman Wealth Management LLC
Gitterman Wealth Management LLC Investment ManagersFinance Gitterman & Associates Wealth Management LLC (GWM) is a registered investment advisor headquartered in Edison, New Jersey. The firm was founded by Jeffrey L. Gitterman and Elias S. Rauch in 1990. GWM offers financial planning and asset management solutions to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | Finance |
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