Gene Katz
Director/Board Member at Friendship Trays, Inc.
Profile
Mr. Gene Katz is Chief Development Officer at Tactical Allocation Group LLC since February 2012.
Mr. Katz was previously employed as Investment Banker by William Blair & Co. LLC from January 2010 to December 2011.
Before that he was a Principal at Lehman Brothers, Inc. from 2008 to 2009.
Prior to that he was a Portfolio Manager at TransMarket Group LLC from January 1997 to January 1999.
He also served on the board at Gelber Group LLC from January 1999 to January 2002.
Mr. Katz received his undergraduate degree from Princeton University in 1997 and an MBA from Northwestern University 2008.
Gene Katz active positions
| Companies | Position | Start |
|---|---|---|
Friendship Trays, Inc.
 Friendship Trays, Inc. Services to the Health IndustryHealth Services Friendship Trays, Inc. provides food freely to the elderly, handicapped and convalescing people. It offers food according to doctors written orders for certain medical conditions. The company was founded by Ann M. Elliot in 1976 and is headquartered in Charlotte, NC. | Director/Board Member | - |
Former positions of Gene Katz
| Companies | Position | End |
|---|---|---|
William Blair & Co. LLC
 William Blair & Co. LLC Investment Banks/BrokersFinance William Blair & Co. LLC (William Blair) is a SEC-registered broker/dealer firm headquartered in Chicago, Illinois. The firm was founded by William McCormick Blair in 1935 and is a subsidiary of WBC Holdings LP. Until 1941, they were known as Blair, Bonner & Co. William Blair provides broking services to individual, institutional and issuing clients. | Corporate Officer/Principal | 2011-12-30 |
Lehman Brothers, Inc.
 Lehman Brothers, Inc. Investment Banks/BrokersFinance A subsidiary of Lehman Brothers Holdings, Inc., Lehman Brothers, Inc. is a broker/dealer headquartered in New York City. They provide global equity and fixed research. The equity research department covers more than 100 sectors. They use a fundamental, quantitative, strategic and tactical research approach. In addition to these Lehman has also developed special products, such as 10 uncommon values and 10 uncommon eurovalues. | Analyst-Equity | 2009-12-30 |
Gelber Group LLC
 Gelber Group LLC Investment Banks/BrokersFinance Gelber Group LLC provides trade execution, clearing, and risk management services. It offers facilities management and clearing services such as statement generation and risk management for exchanges and financial institutions. The company was founded by Brian Gelber and Frank Gelber in 1982 and is headquartered in Chicago, IL. | Director/Board Member | 2001-12-30 |
TransMarket Group LLC
 TransMarket Group LLC Investment Banks/BrokersFinance TransMarket Group LLC offers investment and other financial services. They provide risk capital and market access to individuals for the purpose of trading in the global financial markets. The company was founded in 1980 as Aardvark Financial, Inc. and is headquartered in Chicago with an additional office in New York City. | Corporate Officer/Principal | 1998-12-30 |
Tactical Allocation Group LLC
 Tactical Allocation Group LLC Investment ManagersFinance Founded in 1988 by James Peters, Tactical Allocation Group LLC is a registered investment advisor located in Birmingham, Michigan. | Sales & Marketing | - |
Training of Gene Katz
| Princeton University | Undergraduate Degree |
| Northwestern University | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 6 |
|---|---|
Tactical Allocation Group LLC
Tactical Allocation Group LLC Investment ManagersFinance Founded in 1988 by James Peters, Tactical Allocation Group LLC is a registered investment advisor located in Birmingham, Michigan. | Finance |
TransMarket Group LLC
TransMarket Group LLC Investment Banks/BrokersFinance TransMarket Group LLC offers investment and other financial services. They provide risk capital and market access to individuals for the purpose of trading in the global financial markets. The company was founded in 1980 as Aardvark Financial, Inc. and is headquartered in Chicago with an additional office in New York City. | Finance |
Gelber Group LLC
Gelber Group LLC Investment Banks/BrokersFinance Gelber Group LLC provides trade execution, clearing, and risk management services. It offers facilities management and clearing services such as statement generation and risk management for exchanges and financial institutions. The company was founded by Brian Gelber and Frank Gelber in 1982 and is headquartered in Chicago, IL. | Finance |
Lehman Brothers, Inc.
Lehman Brothers, Inc. Investment Banks/BrokersFinance A subsidiary of Lehman Brothers Holdings, Inc., Lehman Brothers, Inc. is a broker/dealer headquartered in New York City. They provide global equity and fixed research. The equity research department covers more than 100 sectors. They use a fundamental, quantitative, strategic and tactical research approach. In addition to these Lehman has also developed special products, such as 10 uncommon values and 10 uncommon eurovalues. | Finance |
William Blair & Co. LLC
William Blair & Co. LLC Investment Banks/BrokersFinance William Blair & Co. LLC (William Blair) is a SEC-registered broker/dealer firm headquartered in Chicago, Illinois. The firm was founded by William McCormick Blair in 1935 and is a subsidiary of WBC Holdings LP. Until 1941, they were known as Blair, Bonner & Co. William Blair provides broking services to individual, institutional and issuing clients. | Finance |
Friendship Trays, Inc.
Friendship Trays, Inc. Services to the Health IndustryHealth Services Friendship Trays, Inc. provides food freely to the elderly, handicapped and convalescing people. It offers food according to doctors written orders for certain medical conditions. The company was founded by Ann M. Elliot in 1976 and is headquartered in Charlotte, NC. | Health Services |
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