Reed Katz
Managing Director at JPMorgan Chase & Co.
- Role
- Managing Director at J.P. Morgan Private Bank
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
About Reed Katz
Reed Katz is a Private Banker at J.P. Morgan and is responsible for providing wealth management solutions for ultra-high net worth individuals, foundations, and endowments. He has a particular focus working with hedge fund principals and corporate executives. Reed specializes in advising clients on public and private investments, credit and liquidity needs, as well as sophisticated estate and income tax planning strategies for his client’s families andtheir related philanthropic entities.
Experience
Managing Director
Apr 2025 — Present · New York, NY, US
J.P. Morgan Private Bank offers brokerage & advisory investment products and services through J.P. Morgan Securities LLC (“JPMS”), member FINRA & SIPC. Bank products and services, including bank managed investments & custody as part of its trust and fiduciary services, are offered by JPMorgan Chase Bank, N.A. and its affiliates (collectively ‘”JPMCB”). Annuities & insurance products are made available through Chase Insurance Agency, Inc.(CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida.JPMCB, JPMS and CIA are affiliated companies under the common control of JPMorgan Chase & Co.(JPM).INVESTMENT AND INSURANCE PRODUCTS: NOT A DEPOSIT NOT FDIC INSURED NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY NO BANK GUARANTEE MAY LOSE VALUEOpinions and comments may not reflect those of JPM or its affiliates. Content is intended for US residents, and should not be considered a recommendation or endorsement by JPM for any product, service or strategy. JPM does not provide tax or legal advice, and will not accept orders via messaging systems. JPM is not responsible for third-party posted content. Experience, skills or awards are not indications of future results.Additional disclosure/terms: https://am.jpmorgan.com/private-bank/public/gl/en/important-information-sm.
Education
Bucknell University
BA
Skills
- Capital Management
- Financial Analysis
- Investments
- Real Estate
- Database Management
- Investor Relations
- Client-Management
- Financial Modeling
- Database Admin
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