Adam Katz

Adam Katz is a seasoned finance professional with extensive experience in wealth management. Currently serving as a Partner at Corient since August 2023, Adam previously held the position of Partner and Founding Partner at KORE Private Wealth from June 2018 until its acquisition by CI Financial, leading to the rebranding as Corient. Adam's career also includes two decades at Merrill Lynch, where various roles encompassed Private Wealth Advisor and leadership in product, strategy, and sales. Academic credentials include an MBA in Management from NYU Stern School of Business and a BA in Psychology from Brandeis University.