Eric Katz

Chief Strategy Officer (CSO)

Eric Katz is the Chief Strategy Officer at Leo Wealth LLC, where they provide comprehensive financial counseling and concierge services focused on tax planning strategies for a global clientele. Previously, Eric worked as an attorney at Melito & Adolfsen and SIFF ROSEN P.C., and served as a Managing Director at LeoGroup before its transition to Leo Wealth. Their experience includes a Vice President role at Goldman Sachs, where they provided multi-family office services. Eric holds a Bachelor's degree in History from Binghamton University and a JD, cum laude, from the University at Buffalo School of Law.

Location

Iselin, United States

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