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David Katz

Managing Principal, Co-head Of Equity at Blue Vista Capital Management

David Katz is currently the Managing Principal and Co-Head of Equity at Blue Vista Capital Management. Prior to this role, David served as a Principal in Portfolio Management at Spinnaker Insurance Company and as a Portfolio Manager at CMD Realty Investors. David also founded and served as CEO of Epache Inc., a knowledge management company. David has a background in finance and entrepreneurship, with experience as an Associate at JPMorgan Chase and as an Analyst focused on leveraged financings for telecom companies. David holds an MBA in Finance and Entrepreneurship from The University of Chicago Booth School of Business and a BS in Business Economics from Indiana University - Kelley School of Business.

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Timeline

  • Managing Principal, Co-head Of Equity

    January, 2022 - present

  • Principal Portfolio Management

    February, 2007