Allan Katz

Allan Katz's work experience includes holding the position of Chief Financial Officer at Siebert Williams Shank since 2024. Prior to that, they served as Chief Financial Officer at Guggenheim Partners from 2012 to 2023, where they played a crucial role in elevating the finance function of a FINRA-regulated broker-dealer. Allan also worked at Citigroup as a Managing Director, focusing on expense management and services from 2011 to 2012. Before that, they held the position of US Head of Financial Planning & Strategy and Expense Management & Strategic Sourcing at Nomura from 2009 to 2011. Allan Katz has also worked in various finance-related roles at Lehman Brothers, Merrill Lynch, Mercer Management Consulting, JP Morgan, and Coopers and Lybrand.

Allan Katz has an MBA in Finance and International Business from NYU Stern School of Business. Allan also holds a BS in Accounting from Binghamton University School of Management. Additionally, they attended Bronx High School of Science. Allan Katz has certifications including Certified Public Accountant (CPA) from the AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS FOUNDATION and Series 27 (FinOp) from FINRA.