Stuart Katz
Chief Investment Officer at Robertson Stephens Wealth Management LLC
Profile
Stuart Katz is currently the Director at Mortgage Investments LLC, Chief Investment Officer at Robertson Stephens Wealth Management LLC, and Chief Investment Officer at Robertson Stephens Wealth Management LLC (Invt Mgmt).
Previously, he held positions as Director at Triad Financial SM LLC, Director at Validus Holdings Ltd., Managing Director at Goldman Sachs Capital Partners, Director at Bluestem Group, Inc., Principal at Goldman Sachs & Co. LLC, and Analyst at Amber Capital LP.
Mr. Katz received his undergraduate degree from Dartmouth College and his MBA from Harvard Business School.
Stuart Katz active positions
Companies | Position | Start |
---|---|---|
Mortgage Investments LLC
Mortgage Investments LLC Financial ConglomeratesFinance Mortgage Investments LLC provides commercial real estate financing services. It provides permanent, construction, mezzanine, interim, and bridge loans. The company offers real estate lending, mortgage banking, servicing, investments, and funds management services. The company is headquartered in Horsham, PA. | Director/Board Member | 30/09/2006 |
Robertson Stephens Wealth Management LLC (Invt Mgmt)
Robertson Stephens Wealth Management LLC (Invt Mgmt) Investment ManagersFinance Robertson Stephens Wealth Management LLC (Invt Mgmt) (RSWM-IM) is the wealth management division of Robertson Stephens Wealth Management LLC which is headquartered in San Francisco, California. RSWM-IM provides comprehensive and innovative investment strategies and wealth solutions to entrepreneurs, business owners, executives, family offices and institutions. | Chief Investment Officer | - |
Robertson Stephens Wealth Management LLC
Robertson Stephens Wealth Management LLC Investment ManagersFinance Robertson Stephens Wealth Management LLC operates as a holding company that provides independent, objective and conflict-free advice and asset management services to high net worth individuals and families. The company was founded in 2013 and is headquartered in San Francisco, CA. | Chief Investment Officer | - |
Former positions of Stuart Katz
Companies | Position | End |
---|---|---|
Goldman Sachs Capital Partners
Goldman Sachs Capital Partners Investment ManagersFinance Goldman Sachs Capital Partners is a Private Equity/Venture Capital firm, a subsidiary of Goldman Sachs Principal Investment Area founded in 1986. Goldman Sachs Capital Partners is headquartered in New York. | Private Equity Investor | 30/12/2008 |
VALIDUS HOLDINGS, LTD. | Director/Board Member | 27/11/2008 |
BLUM GROU | Director/Board Member | 13/11/2008 |
Triad Financial SM LLC
Triad Financial SM LLC Finance/Rental/LeasingFinance Triad Financial SM Corp. was provides automobile finance services. The company was founded in 1989 and headquartered in North Richland Hills, CA. | Director/Board Member | 11/05/2008 |
Goldman Sachs & Co. LLC
Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis. | Corporate Officer/Principal | 30/12/1993 |
Training of Stuart Katz
Dartmouth College | Undergraduate Degree |
Harvard Business School | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Listed companies | 1 |
---|---|
BLUM GROU | Retail Trade |
Private companies | 8 |
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Triad Financial SM LLC
Triad Financial SM LLC Finance/Rental/LeasingFinance Triad Financial SM Corp. was provides automobile finance services. The company was founded in 1989 and headquartered in North Richland Hills, CA. | Finance |
Validus Holdings Ltd.
Validus Holdings Ltd. Property/Casualty InsuranceFinance Validus Holdings Ltd. provides insurance, reinsurance and asset management services. Its products focuses on accident and health, aviation, cargo, casualty, construction, contingency, crisis management, energy, financial lines, fine arts and specie, marine, professional lines, and property. The company was founded on October 19, 2005 and is headquartered in Hamilton, Bermuda. | Finance |
Goldman Sachs & Co. LLC
Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis. | Finance |
Goldman Sachs Capital Partners
Goldman Sachs Capital Partners Investment ManagersFinance Goldman Sachs Capital Partners is a Private Equity/Venture Capital firm, a subsidiary of Goldman Sachs Principal Investment Area founded in 1986. Goldman Sachs Capital Partners is headquartered in New York. | Finance |
Amber Capital LP
Amber Capital LP Investment ManagersFinance Amber Capital LP is a hedge fund manager headquartered in New York City. The firm was founded by James Oughourlian in 2005 and is a subsidiary of Amber Capital Management LP. It manages value-oriented and event-driven strategies in global equity markets with a focus on Europe. Amber Capital is a signatory to the UN Principles of Responsible Investment (UN PRI) since June 2020. | Finance |
Mortgage Investments LLC
Mortgage Investments LLC Financial ConglomeratesFinance Mortgage Investments LLC provides commercial real estate financing services. It provides permanent, construction, mezzanine, interim, and bridge loans. The company offers real estate lending, mortgage banking, servicing, investments, and funds management services. The company is headquartered in Horsham, PA. | Finance |
Robertson Stephens Wealth Management LLC
Robertson Stephens Wealth Management LLC Investment ManagersFinance Robertson Stephens Wealth Management LLC operates as a holding company that provides independent, objective and conflict-free advice and asset management services to high net worth individuals and families. The company was founded in 2013 and is headquartered in San Francisco, CA. | Finance |
Robertson Stephens Wealth Management LLC (Invt Mgmt)
Robertson Stephens Wealth Management LLC (Invt Mgmt) Investment ManagersFinance Robertson Stephens Wealth Management LLC (Invt Mgmt) (RSWM-IM) is the wealth management division of Robertson Stephens Wealth Management LLC which is headquartered in San Francisco, California. RSWM-IM provides comprehensive and innovative investment strategies and wealth solutions to entrepreneurs, business owners, executives, family offices and institutions. | Finance |
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