Brian Katz

Brian Katz is a seasoned financial services executive with extensive experience across multiple organizations. Currently serving as Senior Managing Director - Complex Director at RBC Wealth Management since November 2016, Katz leads a complex that includes numerous branch offices across New England. Prior to this role, Katz held the position of Divisional Vice President - Branch Development at Ameriprise Financial Services, Inc. from July 2013 to October 2016, focusing on the Northeast and Mid-Atlantic Regions. Katz's career also includes significant leadership roles at Morgan Stanley Wealth Management, where responsibilities spanned branch management and regional oversight, and at Shearson Lehman Hutton to Smith Barney, where Katz managed branch offices across multiple states. Brian Katz earned a Master of Business Administration (MBA) in Finance from the University of Wisconsin-Madison.