Steven Roy Katz

Steven Roy Katz

Portfolio Manager-Equities at BBR Partners LLC

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Profile

Mr. Steven R.
Katz, CPA, is a Partner, Director of Portfolio & Wealth Advisory at BBR Partners LLC.
He joined BBR Partners in 2003 and working with clients to develop their overall financial strategy, manage their investments, and integrate their investment, tax and estate planning into a cohesive wealth management plan.
He has considerable experience structuring tax-efficient trust and estate strategies that are fully integrated with investment plans.
He is also a member of BBR’s Compliance Committee.
Prior to joining BBR, he was a Relationship Manager at U.S.
Trust Company of New York, where he advised high-net-worth clients in the areas of investment, trust and estate, cash flow analysis and life insurance strategies.
Prior to U.S.
Trust, he worked as a real estate attorney at McDermott, Will and Emery and Schulte Roth and Zabel LLP.
He also held a position in the Real Estate Tax Group at Deloitte & Touche.
He holds an LLM in Taxation from New York University School of Law, a JD from Fordham University School of Law and a BS in Business Management from Cornell University.
He also is a Certified Public Accountant in the State of New York.

Steven Roy Katz active positions

CompaniesPositionStart
Portfolio Manager-Equities 2003-04-30
All active positions of Steven Roy Katz

Former positions of Steven Roy Katz

CompaniesPositionEnd
Corporate Officer/Principal 2002-12-30
Corporate Officer/Principal -
Corporate Officer/Principal -
Corporate Officer/Principal -
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Training of Steven Roy Katz

Fordham University Graduate Degree
Cornell University Undergraduate Degree
New York University School of Law Graduate Degree

Experiences
Positions held

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Connections

77

1st degree connections

8

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Linked companies

Private companies5

Finance

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