Michael Katz

Michael J. Katz , CFA®, AIF®
Managing Director Financial Advisor Private Client Group Truist Investment Services, Inc.

227 W Monroe St

Suite 1000,

Chicago, IL 60606-4500

Michael.katz@truist.com

Phone 312-279-3176

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About me

Background

Michael Katz is a Managing Director and Financial Advisor with more than 30 years of experience advising affluent individuals, multi-generational families, corporate executives and business owners. He provides a highly personalized, comprehensive wealth management experience focused on simplifying complex financial lives and delivering clear, objective guidance. His practice is built around a disciplined planning process that begins with understanding each client’s unique situation, priorities and long-term vision.

A core differentiator in Michael’s approach is his integration of behavioral finance and financial education into every client relationship. He recognizes that successful wealth management extends beyond investments and technical planning, requiring a deep understanding of how emotions, biases and decision-making patterns can influence outcomes. By helping clients identify and manage these factors, he empowers them to make more thoughtful, informed decisions and remain aligned with their long-term objectives.

Michael works closely with clients facing complex financial situations, including business transitions, multi-generational wealth planning and periods of significant personal or professional change. He serves as a steady, objective voice, helping clients cut through complexity, avoid reactive decisions and maintain a clear path forward. Known for his direct, thoughtful and relationship-driven approach, Michael is committed to building enduring partnerships grounded in education and a shared commitment to long-term well-being.

Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

Bachelor of Science
University of Illinois 1986 1990
MBA
University of Chicago - Booth School of Business 1993 1996

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

  • Top-notch service delivery and support for the private banking needs of business-owners

Locations

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