Bridget Katz

Director of Advisor Experience at UX Wealth Partners

Bridget Katz is a professional with extensive experience in the financial industry, specializing in client experience, relationship management, and account services. Bridget has held various roles in reputable companies such as UX Wealth Partners, BOK Financial, CoBiz Wealth, Curian Capital, and Jackson. Bridget is known for their commitment to exceeding expectations and delivering high-quality service to clients. Bridget holds a Bachelor of Business Administration (B.B.A.) from the University of Denver.

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  • Director of Advisor Experience

    Current role

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