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@leogroupllc.com
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3 phones found area 732
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LinkedIn matched
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Eric Katz is listed as Chief Strategy Officer, Leo Wealth LLC at Leo Wealth, based in Iselin, New Jersey, United States. AeroLeads shows a work email signal at leogroupllc.com, phone signal with area code 732, and a matched LinkedIn profile for Eric Katz.
Eric Katz previously worked as Chief Strategy Officer (CSO) at Leo Wealth and Vice President - Family Office at Goldman Sachs. Eric Katz holds Jd, Cum Laude from University At Buffalo School Of Law.
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AeroLeads found 1 current-domain work email signal for Eric Katz. Compare company email patterns before reaching out.
I provide comprehensive financial counseling & concierge services, including tax planning strategies primarily to individuals. Clients are located worldwide and include both U.S. and Non-U.S. taxpayers. Services include extensive tax & benefit planning for the U.S. as well as international country-specific planning, including cross-border tax & estate planning. I work with top executives as well as successful business leaders & entrepreneurs with a focus on tax, estate, and investment planning.
Listed skills include Estate Planning, Investments, Income Tax, Tax, and 13 others.
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Greater New York City Area
Chief Strategy Officer of Leo Wealth, an independent global wealth advisor. Based in New Jersey, I'm responsible for oversight of the firm’s Multi-Family Office (“MFO”) practice. I specialize in all facets of investment and wealth management, income tax and gift/estate tax planning, financial counseling, and trust and estate planning. Services are provided.
Greater New York City Area
Provided MFO services to the Goldman Sachs expat PMD population.
Greater New York City Area
Greater New York City Area
Greater New York City Area
Activities and Societies: Mooot Court Board, The Opinion NewspaperFirst Student Teaching Assistant in Federal Income Tax
Quick answers generated from the profile data available on this page.
Eric Katz works for Leo Wealth.
Eric Katz is listed as Chief Strategy Officer, Leo Wealth LLC at Leo Wealth.
AeroLeads has found 1 work email signal at @leogroupllc.com for Eric Katz at Leo Wealth.
AeroLeads has found 3 phone signal(s) with area code 732 for Eric Katz at Leo Wealth.
Eric Katz is based in Iselin, New Jersey, United States while working with Leo Wealth.
Eric Katz has worked for Leo Wealth, Goldman Sachs, The Ayco Company, Lp, Melito & Adolfsen, and Siff Rosen P.C..
You can use AeroLeads to view verified contact signals for Eric Katz at Leo Wealth, including work email, phone, and LinkedIn data when available.
Eric Katz holds Jd, Cum Laude from University At Buffalo School Of Law.
Eric Katz is listed with skills including Estate Planning, Investments, Income Tax, Tax, International Tax, Financial Services, Asset Management, and Wealth Management.
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