Jason Katz
Jason Katz is Managing Director, Private Wealth Advisor, Senior Portfolio Manager, Athletes & Entertainers Consultant, and NFLPA Institutional Player Financial Advisor at UBS Private Wealth Management. He is the senior team member of Katz Wealth Management and oversees the team’s customized equity and exchange traded fund models for clients. Katz is an industry veteran with extensive experience at guiding clients through financial planning, asset management, and wealth transfer strategies. He also has extensive experience in selecting and monitoring top institutional money managers, hedge funds and private equity funds. In addition to UBS, he is a frequent guest commentator on Bloomberg TV, CNBC, and Fox Business.
Jason Katz Professional Experience / Academic History
Professional Experience
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Managing Director, Private Wealth Advisor, and Senior Portfolio Manager
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Stock Broker
Academic History
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B.A., Finance
RECOGNITIONS
Forbes America's Top Wealth Advisors, 2025
Forbes Best-in-State Wealth Advisors, 2018-2025
Barron's Top 100 Financial Advisors, 2014-2025
Barron's Top 1200 Financial Advisors, 2014-2024
Barron's Top Private Wealth Management Teams, 2022-2024
Financial Times Top 400 Financial Advisers, 2017-2020
COMMUNITY INVOLVEMENT
Chairman, JCC Special Needs Basketball Clinic
Head Coach, Roslyn Travel and Booster Basketball
Mentor, American Corporate Partners Veteran
Advisory Council, Roslyn JCC Sports
MEDIA & PUBLICATIONS
Katz has been featured or profiled in Forbes, Barron's, Financial Times, InvestmentNews,
He is a frequent guest on Bloomberg TV, CNBC, and Fox Business.