Andy Katz

About Andy Katz

As an Executive Director in the Financial Sponsors Group at J.P. Morgan Private Bank, I advise private equity partners, senior executives and their firms in addressing the full spectrum of their sophisticated lending, banking and wealth management needs. I serve as a powerful advocate in scaling the breadth of J.P. Morgan’s capabilities and delivering them in a customized, boutique setting.I take a highly responsive approach in my work with some of the bank’s most prominent relationships. My differentiated background complements the private equity ecosystem and is steeped in establishing and growing professional lending/GP finance programs. My guidance extends beyond lending, and I tap the firm’s intellectual strength to present recommendations on both sides of the balance sheet. I’m described as a nimble and engaging advisor, adept at navigating across lines of business to connect like-minded individuals with private placements and esoteric opportunities.

Experience

1. Executive Director, Banker at J P Morgan Private Bank

   J.P. Morgan Private Bank

   Jun 2024 — Present · 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”). 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 VALUE Opinions 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

• University of Pennsylvania

  BA, Political Science, Economics

  2006 — 2010

Skills

• Research
• Microsoft Word
• Teaching
• Event Planning
• Microsoft Office
• Fundraising
• Management
• Nonprofits
• Powerpoint
• Microsoft Excel
• Marketing
• Non-Profits
• Leadership
• Editing
• Community Outreach
• Consulting
• Social Media
• Training
• Volunteer Management
• Public Speaking
• New Business Development
• Event Management