Steven Roy Katz
Portefeuillebeheerder-Aandelen bij BBR Partners LLC
Profiel
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.
Actieve functies van Steven Roy Katz
| Bedrijven | Functie | Begin |
|---|---|---|
BBR Partners LLC
 BBR Partners LLC Investment ManagersFinance BBR Partners LLC is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 and is principally owned by BBR Partners Holdings LP. BBR Partners provides investment advisory services to wealthy families and individuals. | Portefeuillebeheerder-Aandelen | 01-05-2003 |
Eerdere bekende functies van Steven Roy Katz
| Bedrijven | Functie | Einde |
|---|---|---|
United States Trust Co., NA
 United States Trust Co., NA Major BanksFinance On April 12, 1853, the New York State legislature passed a bill chartering the United States Trust Co. of New York with the mission of serving as manager, executor and trustee of personal and corporate funds. They opened for business in New York City in August of that year. US Trust has divisions in Connecticut, New York, New Jersey, Pennsylvania, North Carolina, Florida, Texas, Oregon, California, Washington, and the District of Columbia. The firm also owns Campbell Cowperthwait, which manages growth-oriented portfolios for U.S. Trust's institutional clients. | Corporate Officer/Principal | 31-12-2002 |
Deloitte & Touche
 Deloitte & Touche Miscellaneous Commercial ServicesCommercial Services Deloitte & Touche provides audit, enterprise risk management, and financial advisory services. The company delivers services in four professional areas: audit, tax, consulting, and financial advisory services. It provides its clients with global services such as entering foreign markets, raising funds, and investing in Mainland China. The company was founded in June, 2003 and is headquartered in Taipei, Taiwan. | Corporate Officer/Principal | - |
Schulte Roth & Zabel LLP
 Schulte Roth & Zabel LLP Miscellaneous Commercial ServicesCommercial Services Schulte Roth & Zabel LLP provides legal services. Its client roster includes institutional, entrepreneurial and individual clients, including public and private companies, investment banks, hedge and private equity funds, domestic money centers and foreign commercial banks, broker-dealers, investment advisers, private investment partnerships, venture capitalists and pension funds. The firm expertise in domestic and cross-border acquisitions to high-stakes litigations, multilayered financings, high-profile real estate deals, debt restructurings, and estate and trust administration. The company was founded in 1969 and is headquartered in New York, NY. | Corporate Officer/Principal | - |
McDermott Will & Emery LLP
 McDermott Will & Emery LLP Miscellaneous Commercial ServicesCommercial Services McDermott Will & Emery LLP provides legal services. The company's practices include corporate, employee benefits, health law, intellectual property, private clients, regulation and government affairs, tax, and trial. The company was founded in 1934 and is headquartered in Chicago, IL. | Corporate Officer/Principal | - |
Opleiding van Steven Roy Katz
| Fordham University | Graduate Degree |
| Cornell University | Undergraduate Degree |
| New York University School of Law | Graduate Degree |
Ervaring
Beklede functies
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Beursgenoteerde bedrijven
Bedrijven in privébezit
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Bedrijven verbonden in de eerste graad
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Verwante bedrijven
| Bedrijven in privébezit | 5 |
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BBR Partners LLC
BBR Partners LLC Investment ManagersFinance BBR Partners LLC is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 and is principally owned by BBR Partners Holdings LP. BBR Partners provides investment advisory services to wealthy families and individuals. | Finance |
United States Trust Co., NA
United States Trust Co., NA Major BanksFinance On April 12, 1853, the New York State legislature passed a bill chartering the United States Trust Co. of New York with the mission of serving as manager, executor and trustee of personal and corporate funds. They opened for business in New York City in August of that year. US Trust has divisions in Connecticut, New York, New Jersey, Pennsylvania, North Carolina, Florida, Texas, Oregon, California, Washington, and the District of Columbia. The firm also owns Campbell Cowperthwait, which manages growth-oriented portfolios for U.S. Trust's institutional clients. | Finance |
McDermott Will & Emery LLP
McDermott Will & Emery LLP Miscellaneous Commercial ServicesCommercial Services McDermott Will & Emery LLP provides legal services. The company's practices include corporate, employee benefits, health law, intellectual property, private clients, regulation and government affairs, tax, and trial. The company was founded in 1934 and is headquartered in Chicago, IL. | Commercial Services |
Schulte Roth & Zabel LLP
Schulte Roth & Zabel LLP Miscellaneous Commercial ServicesCommercial Services Schulte Roth & Zabel LLP provides legal services. Its client roster includes institutional, entrepreneurial and individual clients, including public and private companies, investment banks, hedge and private equity funds, domestic money centers and foreign commercial banks, broker-dealers, investment advisers, private investment partnerships, venture capitalists and pension funds. The firm expertise in domestic and cross-border acquisitions to high-stakes litigations, multilayered financings, high-profile real estate deals, debt restructurings, and estate and trust administration. The company was founded in 1969 and is headquartered in New York, NY. | Commercial Services |
Deloitte & Touche
Deloitte & Touche Miscellaneous Commercial ServicesCommercial Services Deloitte & Touche provides audit, enterprise risk management, and financial advisory services. The company delivers services in four professional areas: audit, tax, consulting, and financial advisory services. It provides its clients with global services such as entering foreign markets, raising funds, and investing in Mainland China. The company was founded in June, 2003 and is headquartered in Taipei, Taiwan. | Commercial Services |
