Steven Katz

Partner, Director of Portfolio & Wealth Advisory at BBR Partners - New York, New York, US

Steven Katz's Colleagues at BBR Partners
Gillian Minardi

Director of Client Administration

Contact Gillian Minardi

Cary Klivan

Director of Tax and Accounting

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Chris Attardo

Data Solutions Associate

Contact Chris Attardo

Angela Yannone

Alternative Investments Associate

Contact Angela Yannone

Ryan King

Senior Associate Technology

Contact Ryan King

Darcy McFadyen

Partner, Director of Operations

Contact Darcy McFadyen

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Steven Katz's Contact Details
HQ
(212) 313-9870
Location
Greater New York City Area
Company
BBR Partners
Steven Katz's Company Details
BBR Partners logo, BBR Partners contact details

BBR Partners

New York, New York, US • 225 Employees
Investment Bank/Securities Brokerage

BBR Partners is a boutique wealth management firm. Highly customized investment strategies, meticulously bespoke advice, and simplified complexity for a select group of wealthy families. View Important Disclosure Information: https://www.bbrpartners.com/view-important-disclosure-information/

Wealth Management Solutions Personalized Financial Advice Tailored Investment Advice Wealth Management Products Financial Advisory Boutique Wealth Management
Details about BBR Partners
Frequently Asked Questions about Steven Katz
Steven Katz currently works for BBR Partners.
Steven Katz's role at BBR Partners is Partner, Director of Portfolio & Wealth Advisory.
Steven Katz's email address is ***@bbrpartners.com. To view Steven Katz's full email address, please signup to ConnectPlex.
Steven Katz works in the Investment Bank/Securities Brokerage industry.
Steven Katz's colleagues at BBR Partners are Gillian Minardi, Cary Klivan, Chris Attardo, Angela Yannone, Ryan King, Josh Asen, Darcy McFadyen and others.
Steven Katz's phone number is (212) 313-9870
See more information about Steven Katz