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 Financial Advisor with Truist Investment Services, Inc. offering clients more than 30 years of financial services, retirement planning, and investment management experience.

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

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