Eric Richard Katzman
Chief Investment Officer at Rockingstone Advisors LLC
Profile
Eric Richard Katzman is currently a Partner & Chief Investment Officer at Rockingstone Advisors LLC.
He is also an Advisor at Gather Ventures LLC and Jove Island Capital GP LLC.
Previously, he worked as an Equity Research Analyst at Deutsche Bank Securities, Inc. and Merrill Lynch, Pierce, Fenner & Smith, Inc. He was also an Economist at Lehman Brothers Distressed Structured Credit Capital Partners.
Mr. Katzman received his undergraduate degree from Oberlin College in 1986 and his MBA degree from The Leonard N Stern School of Business in 1990.
Eric Richard Katzman active positions
Companies | Position | Start |
---|---|---|
Rockingstone Advisors LLC
Rockingstone Advisors LLC Investment ManagersFinance Rockingstone Advisors LLC (Rockingstone) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Great Barrington, Massachusetts. The firm was founded by Brandt A. Sakakeeny in 2009. Rockingstone provides asset management and corporate advisory services to individuals, high-net worth individuals and families, trusts, retirement plans and limited partnership clients in the US and UK. | Chief Investment Officer | 2016-08-31 |
Gather Ventures LLC
Gather Ventures LLC Investment ManagersFinance Gather Ventures LLC (Gather Ventures) is a venture capital firm founded in 2019 by Adam H. Slutsky. The firm is headquartered in New York. | Consultant / Advisor | - |
Jove Island Capital
Jove Island Capital Investment ManagersFinance Jove Island Capital GP LLC (Jove Island Capital) is a private equity firm founded in 2022 by Gregory D Johnson. The firm is headquartered in Jupiter, Florida. | Consultant / Advisor | - |
Former positions of Eric Richard Katzman
Companies | Position | End |
---|---|---|
Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt)
Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt) Investment ManagersFinance Merrill Lynch, Pierce, Fenner & Smith, Inc. (MLPFS) is a global investment banking firm, SEC-registered investment advisor, broker-dealer, and futures commission merchant headquartered in New York City. The firm is a subsidiary of BAC North America Holding Co., ultimately held by Bank of America Corp. (NYSE: BAC). MLPFS provide investment advisory services to individuals, trusts, estates, charitable organizations, banks, insurance companies, thrift institutions, pension and profit-sharing plans, corporations and other types of business. | Analyst-Equity | 2000-08-31 |
Lehman Brothers Distressed Structured Credit Capital Partners | Economist | 1989-05-31 |
Deutsche Bank Securities, Inc.
Deutsche Bank Securities, Inc. Investment Banks/BrokersFinance Deutsche Bank Securities, Inc. (DBSI) is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 1971 and is a wholly-owned investment banking and brokerage arm of DB U.S. Financial Markets Holding Corp., ultimately held by Deutsche Bank AG (NYSE: DB, FRA: DBK) in Germany. DBSI provides securities brokerage and investment advisory services to domestic and international private clients and institutions. They are also a primary dealer in US government securities as designated by the Federal Reserve. | Analyst-Equity | - |
Training of Eric Richard Katzman
Oberlin College | Undergraduate Degree |
The Leonard N Stern School of Business | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 6 |
---|---|
Deutsche Bank Securities, Inc.
Deutsche Bank Securities, Inc. Investment Banks/BrokersFinance Deutsche Bank Securities, Inc. (DBSI) is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 1971 and is a wholly-owned investment banking and brokerage arm of DB U.S. Financial Markets Holding Corp., ultimately held by Deutsche Bank AG (NYSE: DB, FRA: DBK) in Germany. DBSI provides securities brokerage and investment advisory services to domestic and international private clients and institutions. They are also a primary dealer in US government securities as designated by the Federal Reserve. | Finance |
Lehman Brothers Distressed Structured Credit Capital Partners | |
Rockingstone Advisors LLC
Rockingstone Advisors LLC Investment ManagersFinance Rockingstone Advisors LLC (Rockingstone) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Great Barrington, Massachusetts. The firm was founded by Brandt A. Sakakeeny in 2009. Rockingstone provides asset management and corporate advisory services to individuals, high-net worth individuals and families, trusts, retirement plans and limited partnership clients in the US and UK. | Finance |
Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt)
Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt) Investment ManagersFinance Merrill Lynch, Pierce, Fenner & Smith, Inc. (MLPFS) is a global investment banking firm, SEC-registered investment advisor, broker-dealer, and futures commission merchant headquartered in New York City. The firm is a subsidiary of BAC North America Holding Co., ultimately held by Bank of America Corp. (NYSE: BAC). MLPFS provide investment advisory services to individuals, trusts, estates, charitable organizations, banks, insurance companies, thrift institutions, pension and profit-sharing plans, corporations and other types of business. | Finance |
Gather Ventures LLC
Gather Ventures LLC Investment ManagersFinance Gather Ventures LLC (Gather Ventures) is a venture capital firm founded in 2019 by Adam H. Slutsky. The firm is headquartered in New York. | Finance |
Jove Island Capital
Jove Island Capital Investment ManagersFinance Jove Island Capital GP LLC (Jove Island Capital) is a private equity firm founded in 2022 by Gregory D Johnson. The firm is headquartered in Jupiter, Florida. | Finance |
- Stock Market
- Insiders
- Eric Richard Katzman