Michelle Nicole Katzen
Investment Committee Member at HCR Wealth Advisors
Profile
Currently, Michelle Nicole Katzen occupies the position of Managing Director at HCR Wealth Advisors.
She is a member of HCR’s Investment Committee.
Prior to joining HCR, Ms. Katzen served as a capital markets specialist and investment consultant at Toyota Financial Services, an interest rate derivatives trader at Union Bank, and a financial advisor at UBS Financial Services.
Ms. Katzen graduated from UCLA Anderson School of Management with a Masters in Financial Engineering.
She earned her Bachelor’s degree in Mathematics with minors in Business Management and Statistics from Colorado State University.
She has completed UCLA’s Personal Financial Planning Program.
Michelle Nicole Katzen active positions
Companies | Position | Start |
---|---|---|
HCR Wealth Advisors
HCR Wealth Advisors Investment ManagersFinance HCR Wealth Advisors (HCR) is an independent, SEC-registered investment advisor headquartered in Los Angeles, California. The firm was founded by Gregory S. Heller in 1988. HCR provides advisory services to individual and institutional clients. | Investment Committee Member | 2015-08-31 |
Former positions of Michelle Nicole Katzen
Companies | Position | End |
---|---|---|
Toyota Financial Services International Corp.
Toyota Financial Services International Corp. Finance/Rental/LeasingFinance Toyota Financial Services International Corp. provides financing services such as automotive financial, financing plans and insurance products to Toyota customers and dealers in the U.S. It offers credit insurance, extended service contracts and other vehicle protection plans. Toyota Financial Services Americas Corp. was founded in 1983 and is headquartered in Torrance, CA. | Corporate Officer/Principal | 2013-12-30 |
Union Bank & Trust Co. (Lincoln, Nebraska)
Union Bank & Trust Co. (Lincoln, Nebraska) Investment ManagersFinance Lincoln, Nebraska-based Union Bank & Trust Co. (UBT) was founded in 1917 as the Farmer's State Bank. In 1935, the name was changed to Union Bank and in 1959, with the addition of trust powers, the company became Union Bank & Trust Company. In 1965, Union Bank & Trust was purchased by the Dunlaps, a Nebraska banking family. Union Bank & Trust is now a subsidiary of Farmers & Merchants Investments, Inc. Along with their affiliated companies, Union Bank & Trust offers the following services: business cash management, lending and depository services, retail deposit, transaction and lending services, trust services for individuals, families and employer-sponsored benefit programs, investment services, including the Stratus family of mutual funds, insurance services and student loans and student loan servicing. | Corporate Officer/Principal | - |
UBS Financial Services, Inc.
UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Corporate Officer/Principal | 2008-12-30 |
Ascendant Capital Management LLC
Ascendant Capital Management LLC Investment ManagersFinance Ascendant Capital Management LLC (ACM) is an independent investment management firm headquartered in Los Angeles, California. The firm was founded by Jordan Kahn in 2014. ACM offers investment funds for individual and institutional investors. | Compliance Officer | - |
Training of Michelle Nicole Katzen
Colorado State University | Undergraduate Degree |
Anderson School of Management | Graduate Degree |
Experiences
Positions held
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Inactive
Listed companies
Private companies
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1st degree connections
1st degree companies
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Members of the board
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Linked companies
Private companies | 5 |
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UBS Financial Services, Inc.
UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Finance |
Union Bank & Trust Co. (Lincoln, Nebraska)
Union Bank & Trust Co. (Lincoln, Nebraska) Investment ManagersFinance Lincoln, Nebraska-based Union Bank & Trust Co. (UBT) was founded in 1917 as the Farmer's State Bank. In 1935, the name was changed to Union Bank and in 1959, with the addition of trust powers, the company became Union Bank & Trust Company. In 1965, Union Bank & Trust was purchased by the Dunlaps, a Nebraska banking family. Union Bank & Trust is now a subsidiary of Farmers & Merchants Investments, Inc. Along with their affiliated companies, Union Bank & Trust offers the following services: business cash management, lending and depository services, retail deposit, transaction and lending services, trust services for individuals, families and employer-sponsored benefit programs, investment services, including the Stratus family of mutual funds, insurance services and student loans and student loan servicing. | Finance |
Toyota Financial Services International Corp.
Toyota Financial Services International Corp. Finance/Rental/LeasingFinance Toyota Financial Services International Corp. provides financing services such as automotive financial, financing plans and insurance products to Toyota customers and dealers in the U.S. It offers credit insurance, extended service contracts and other vehicle protection plans. Toyota Financial Services Americas Corp. was founded in 1983 and is headquartered in Torrance, CA. | Finance |
HCR Wealth Advisors
HCR Wealth Advisors Investment ManagersFinance HCR Wealth Advisors (HCR) is an independent, SEC-registered investment advisor headquartered in Los Angeles, California. The firm was founded by Gregory S. Heller in 1988. HCR provides advisory services to individual and institutional clients. | Finance |
Ascendant Capital Management LLC
Ascendant Capital Management LLC Investment ManagersFinance Ascendant Capital Management LLC (ACM) is an independent investment management firm headquartered in Los Angeles, California. The firm was founded by Jordan Kahn in 2014. ACM offers investment funds for individual and institutional investors. | Finance |
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