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.