Eric Katz
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Eric Katz Email & Phone Number

Chief Strategy Officer, Leo Wealth LLC at Leo Wealth
Location: Iselin, New Jersey, United States 5 work roles 2 schools
1 work email found @leogroupllc.com 3 phones found area 732 LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 3 phones

Work email e****@leogroupllc.com
Direct phone (732) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Leo Wealth
Role
Chief Strategy Officer, Leo Wealth LLC
Location
Iselin, New Jersey, United States

Who is Eric Katz? Overview

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Quick answer

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.

Company email context

Email format at Leo Wealth

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{first_initial}{last}@leogroupllc.com
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Profile bio

About Eric Katz

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.

Current workplace

Eric Katz's current company

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Leo Wealth
Leo Wealth
Chief Strategy Officer, Leo Wealth LLC
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5 roles · 36 years

Eric Katz work experience

A career timeline built from the work history available for this profile.

Chief Strategy Officer (Cso)

Current
Leo Wealth

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 to the global citizenry. Through economies of scale, we can provide a client with the knowledge and resources to gather and maintain generational wealth that is both cost-efficient and tax-efficient.Prior to Leo Wealth, Eric was a Managing Director of LeoGroup a predecessor firm to Leo Wealth.

Apr 2015 - Present

Vice President - Family Office

Goldman Sachs

Greater New York City Area

Provided MFO services to the Goldman Sachs expat PMD population.

Sep 2004 - Apr 2015

Estate Financial Services Division

The Ayco Company, Lp

Greater New York City Area

1999 - 2004 ~5 yrs

Attorney

Melito & Adolfsen

Greater New York City Area

Sep 1991 - Sep 1999

Attorney

Siff Rosen P.C.

Greater New York City Area

1991 - 1994 ~3 yrs
2 education records

Eric Katz education

FAQ

Frequently asked questions about Eric Katz

Quick answers generated from the profile data available on this page.

What company does Eric Katz work for?

Eric Katz works for Leo Wealth.

What is Eric Katz's role at Leo Wealth?

Eric Katz is listed as Chief Strategy Officer, Leo Wealth LLC at Leo Wealth.

What is Eric Katz's email address?

AeroLeads has found 1 work email signal at @leogroupllc.com for Eric Katz at Leo Wealth.

What is Eric Katz's phone number?

AeroLeads has found 3 phone signal(s) with area code 732 for Eric Katz at Leo Wealth.

Where is Eric Katz based?

Eric Katz is based in Iselin, New Jersey, United States while working with Leo Wealth.

What companies has Eric Katz worked for?

Eric Katz has worked for Leo Wealth, Goldman Sachs, The Ayco Company, Lp, Melito & Adolfsen, and Siff Rosen P.C..

How can I contact Eric Katz?

You can use AeroLeads to view verified contact signals for Eric Katz at Leo Wealth, including work email, phone, and LinkedIn data when available.

What schools did Eric Katz attend?

Eric Katz holds Jd, Cum Laude from University At Buffalo School Of Law.

What skills is Eric Katz known for?

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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