Bringing you live news and features since 2006 

Handshake 2

Former Goldman Sachs Family Office advisor Eric Katz joins LeoGroup

RELATED TOPICS​

Eric Katz, a veteran advisor to ultra-affluent individuals, has joined LeoGroup.

Katz previously served as an advisor within the Goldman Sachs Family Office, capping a nearly 16 year career with Goldman and the firm’s wholly-owned subsidiary, The Ayco Company.
 
Katz’s appointment coincides with LeoGroup's current expansion of the firm's capabilities to service ultra-affluent individuals within LeoGroup's Multi-Family Office (MFO) platform. In February, LeoGroup also announced the acquisition of Apex Wealth Services, LLC to enhance LeoGroup's wealth reporting and administrative capabilities for ultra-affluent clients.
 
"I'm very pleased that Eric has joined our team. We are very fortunate to have someone as talented as Eric, particularly as we continue to find significant receptivity to LeoGroup's services among the ultra-affluent market segment," says Matthew Allain, CEO of LeoGroup.

Latest News

US ETF issuers of active ETFs are facing an increase in fees from the big custodian firms, such as Charles..
ETF data consultant ETFGI reports that assets invested in the global ETF industry reached a new record of USD12.71 trillion..
Calastone has published an ETF white paper which examines several of the processes that take place across the lifecycle of..
Adapting product lines to fit into changing methodologies and meet shifting demand is essential to remaining relevant in the industry..

Related Articles

Taylor Krystkowiak, Themes ETFs
Themes ETFs opened its doors in December 2023, with an introductory suite of 11 ETFs – seven thematic and four...
Konrad Sippel, Solactive
At the end of March, financial index specialist, Solactive, published its 2024 annual report on future trends.  ...
Lorraine Sereyjol-Garros, BNP Paribas
Following changes to the French Monetary and Financial Code and of the French market authority AMF’s General Regulation, it is...
Ed Rosenberg, Texas Capital
Texas Capital Bank first opened its doors back in December 1998 and nowadays offers wealth-management services, as well as commercial,...
Subscribe to the ETF Express newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by