Adam Katz

Adam Katz serves as Partner and Head of the Founder and Entrepreneur Practice at Corient, a position held since November 2022. Prior to this role, Katz was the Founding Partner at KORE Private Wealth, a firm managing over $5 billion in assets, until its acquisition by CI Financial in November 2022. Katz's career also includes a substantial tenure at Merrill Lynch, where various roles included Private Wealth Advisor and leadership positions in product, strategy, and sales from July 1998 to June 2018. Katz earned an MBA in Management from NYU Stern School of Business and a BA in Psychology from Brandeis University.