Sam Katzman
Executive Managing Director at Cresset Capital
- Role
- Executive Managing Director at Cresset
- Location
- West Palm Beach, FL, US
- LinkedIn followers
- 500 followers
Experience
Executive Managing Director
Apr 2023 — Present · West Palm Beach, FL, US
Cresset refers to Cresset Capital Management, CP Parent, LLC, and all of their respective subsidiaries and affiliates. Cresset Asset Management, LLC, also conducting advisory business under the name of Cresset Sports & Entertainment, provides investment advisory, family office, and other services to individuals, families, and institutional clients. Cresset Partners, LLC, provides investment advisory services strictly to investment vehicles investing in private equity, real estate, and other investment opportunities. Cresset Asset Management, LLC, and Cresset Partners, LLC, are SEC registered investment advisors.
Education
Emory University
BBA, Accounting
1980 — 1984
The Wharton School
mba, Finance
1995 — 1997
Skills
- Hedge Funds
- Asset Allocation
- Fixed Income
- Securities
- Fixed Income Analysis
- Economics
- Equities
- Capital Markets
- Series 7
- Investment Strategies
- Alternative Investments
- Financial Modeling
- Portfolio Management
- Investments
- Asset Management
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