Profile
Sam Katzman worked as a Principal at The Chase Manhattan Bank NA, Arthur Andersen LLP, Citi Smith Barney Investment Management, and Salomon Brothers, Inc. He also served as the Chief Investment Officer at Constellation Wealth Advisors LLC from 2007 to 2015 and as a Wealth Manager at JPMorgan Private Wealth Advisors LLC from 2017 to 2023.
Katzman earned an undergraduate degree from Emory University and an MBA from The Wharton School of the University of Pennsylvania.
Former positions of Sam Katzman
Companies | Position | End |
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JPMorgan Private Wealth Advisors LLC
JPMorgan Private Wealth Advisors LLC Investment ManagersFinance JPMorgan Private Wealth Advisors LLC (JPMPWA) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. Formerly known as First Republic Investment Management, Inc., the firm was previously a wholly owned subsidiary of First Republic Bank (OTCMKTS: FRCB) (FRB). In May 2023, JPMorgan Chase & Co. (NYSE: JPM) (JPM) acquired the substantial majority of assets and assumed the deposits and certain other liabilities of FRB. Following the acquisition, the firm became a wholly owned subsidiary of JPMorgan Chase Holdings LLC, a wholly owned subsidiary of JPM. JPMPWA provides full-service personalized wealth management solutions for individuals, trusts, families, foundations, endowments, pensions, defined contribution plans, profit-sharing plans, banks, for-profit and not-for-profit institutions and other business entities. | Portfolio Manager-Equities | 2023-03-31 |
Constellation Wealth Advisors LLC
Constellation Wealth Advisors LLC Investment ManagersFinance Founded in 2007 by Paul Tramontano and Jon Goldstein, Constellation Wealth Advisors LLC is an independent multi-family investment office and registered investment advisor headquartered in New York City. The firm is also registered as a securities broker-dealer with the SEC, the MSRB and the NFA and is registered with FINRA. | Chief Investment Officer | 2015-08-31 |
Citi Smith Barney Investment Management
Citi Smith Barney Investment Management Investment ManagersFinance Citi Smith Barney Investment Management is an investment advisor headquartered in New York City. The firm is a subsidiary of Citigroup, Inc. (NYSE: C). | Corporate Officer/Principal | - |
Salomon Brothers, Inc. | Corporate Officer/Principal | - |
The Chase Manhattan Bank NA
The Chase Manhattan Bank NA Major BanksFinance The Chase Manhattan Bank NA operates a commercial banking. It provides financial products, services, and advice, planning and treasury management services. The company is located in New York, NY. | Corporate Officer/Principal | - |
Training of Sam Katzman
Emory University | Undergraduate Degree |
The Wharton School of the University of Pennsylvania | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
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Female
Members of the board
Executives
Linked companies
Private companies | 6 |
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Constellation Wealth Advisors LLC
Constellation Wealth Advisors LLC Investment ManagersFinance Founded in 2007 by Paul Tramontano and Jon Goldstein, Constellation Wealth Advisors LLC is an independent multi-family investment office and registered investment advisor headquartered in New York City. The firm is also registered as a securities broker-dealer with the SEC, the MSRB and the NFA and is registered with FINRA. | Finance |
Arthur Andersen LLP
Arthur Andersen LLP Miscellaneous Commercial ServicesCommercial Services Arthur Andersen LLP used to provide accounting services. It was also into consulting services for clients that operate businesses throughout the United States and around the world. Arthur Andersen was founded in 1913 and was headquartered in Chicago, IL. | Commercial Services |
The Chase Manhattan Bank NA
The Chase Manhattan Bank NA Major BanksFinance The Chase Manhattan Bank NA operates a commercial banking. It provides financial products, services, and advice, planning and treasury management services. The company is located in New York, NY. | Finance |
Salomon Brothers, Inc. | Finance |
Citi Smith Barney Investment Management
Citi Smith Barney Investment Management Investment ManagersFinance Citi Smith Barney Investment Management is an investment advisor headquartered in New York City. The firm is a subsidiary of Citigroup, Inc. (NYSE: C). | Finance |
JPMorgan Private Wealth Advisors LLC
JPMorgan Private Wealth Advisors LLC Investment ManagersFinance JPMorgan Private Wealth Advisors LLC (JPMPWA) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. Formerly known as First Republic Investment Management, Inc., the firm was previously a wholly owned subsidiary of First Republic Bank (OTCMKTS: FRCB) (FRB). In May 2023, JPMorgan Chase & Co. (NYSE: JPM) (JPM) acquired the substantial majority of assets and assumed the deposits and certain other liabilities of FRB. Following the acquisition, the firm became a wholly owned subsidiary of JPMorgan Chase Holdings LLC, a wholly owned subsidiary of JPM. JPMPWA provides full-service personalized wealth management solutions for individuals, trusts, families, foundations, endowments, pensions, defined contribution plans, profit-sharing plans, banks, for-profit and not-for-profit institutions and other business entities. | Finance |
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