![Stuart Katz](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Stuart Katz
Chief Investment Officer at Robertson Stephens Wealth Management LLC
Network origin in Stuart Katz first degree
Entity | Entity type | Industry | |
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Goldman Sachs & Co. LLC
![]() Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis.
125
| Subsidiary | Investment Banks/Brokers | 125 |
Goldman Sachs Capital Partners
![]() Goldman Sachs Capital Partners Investment ManagersFinance Goldman Sachs Capital Partners is a Private Equity/Venture Capital firm, a subsidiary of Goldman Sachs Principal Investment Area founded in 1986. Goldman Sachs Capital Partners is headquartered in New York.
53
| Subsidiary | Investment Managers | 53 |
Mortgage Investments LLC
![]() Mortgage Investments LLC Financial ConglomeratesFinance Mortgage Investments LLC provides commercial real estate financing services. It provides permanent, construction, mezzanine, interim, and bridge loans. The company offers real estate lending, mortgage banking, servicing, investments, and funds management services. The company is headquartered in Horsham, PA.
24
| Subsidiary | Financial Conglomerates | 24 |
12
| Public Company | Internet Retail | 12 |
Robertson Stephens Wealth Management LLC
![]() Robertson Stephens Wealth Management LLC Investment ManagersFinance Robertson Stephens Wealth Management LLC operates as a holding company that provides independent, objective and conflict-free advice and asset management services to high net worth individuals and families. The company was founded in 2013 and is headquartered in San Francisco, CA.
9
| Holding Company | Investment Managers | 9 |
Subsidiary | Property/Casualty Insurance | 5 | |
Robertson Stephens Wealth Management LLC (Invt Mgmt)
![]() Robertson Stephens Wealth Management LLC (Invt Mgmt) Investment ManagersFinance Robertson Stephens Wealth Management LLC (Invt Mgmt) (RSWM-IM) is the wealth management division of Robertson Stephens Wealth Management LLC which is headquartered in San Francisco, California. RSWM-IM provides comprehensive and innovative investment strategies and wealth solutions to entrepreneurs, business owners, executives, family offices and institutions.
1
| Operating Division | Investment Managers | 1 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Stuart Katz via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
Credit Suisse Securities (USA) LLC (Broker)
![]() Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world. | Investment Banks/Brokers | Corporate Officer/Principal Analyst-Equity | |
ALLY FINANCIAL INC. | Regional Banks | President Treasurer | |
WELLS FARGO & COMPANY | Major Banks | Director/Board Member Private Equity Investor | |
Berry Global, Inc.
![]() Berry Global, Inc. Containers/PackagingProcess Industries Berry Global, Inc. engages in the design, manufacture, and research and development of healthcare packaging and protection solutions. It offers intermediate bulk containers, medical, supermarket, personal care, institutional can liners, sheeting, trash bags, corrosion prevention and control technologies, special nonwoven materials, and tapes. The company was founded in 1967 and is headquartered in Evansville, IN. | Containers/Packaging | Director/Board Member Director/Board Member | |
PROGENICS PHARMACEUTICALS, INC. | Pharmaceuticals: Major | Chairman Corporate Officer/Principal | |
THE GOLDMAN SACHS GROUP, INC. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal Director/Board Member Director/Board Member Corporate Officer/Principal | |
NatWest Markets Securities, Inc.
![]() NatWest Markets Securities, Inc. Investment Banks/BrokersFinance Founded in 1985, NatWest Markets Securities, Inc. is a financial services and brokerage firm headquartered in Stamford, Connecticut. The firm is a subsidiary of RBS Holdings USA, Inc. and their ultimate parent is the Royal Bank of Scotland Plc (LSE: RBS). The firm was formerly known as RBS Securities, Inc., RBS Greenwich Capital, and Greenwich Capital Markets, Inc. NatWest is an institutional fixed-income firm that provides a full range of debt capital markets services to both those seeking to raise capital and those seeking to invest it. The firm is an industry leader in the U.S. Treasury, agency and MBS markets and in providing real estate and asset-backed financing to their clients. NatWest also provides futures brokerage services and trade strategies to select clients. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
Capmark Finance LLC
![]() Capmark Finance LLC Finance/Rental/LeasingFinance Capmark Finance LLC originates and sells commercial mortgage loans in the secondary mortgage market. It offers permanent, interim, mezzanine, fixed, and floating rate financing. The company was founded in 1994 and is headquartered in Horsham, PA. | Finance/Rental/Leasing | President Director of Finance/CFO Corporate Officer/Principal President | |
Capmark Affordable Equity Holdings LLC | Director/Board Member Director/Board Member | ||
Brown University | College/University | Undergraduate Degree Undergraduate Degree | |
Morgan Stanley & Co. LLC
![]() Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Investment Banks/Brokers | Analyst-Equity Corporate Officer/Principal Corporate Officer/Principal | |
The Trustees of Columbia University in The City of New York | College/University | Undergraduate Degree Corporate Officer/Principal Undergraduate Degree Masters Business Admin | |
Duke University
![]() Duke University Other Consumer ServicesConsumer Services Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC. | College/University | Masters Business Admin Undergraduate Degree | |
Harvard University
![]() Harvard University Other Consumer ServicesConsumer Services Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA. | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin Doctorate Degree Corporate Officer/Principal Masters Business Admin Undergraduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Stanford University | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
University of Pennsylvania | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree | |
Alliant Insurance Services, Inc.
![]() Alliant Insurance Services, Inc. Insurance Brokers/ServicesFinance Alliant Insurance Services, Inc. engages in providing insurance products and services. It offers risk solutions, employee benefits, industry solutions, co-brokered solutions, and business services. The company was founded in 1925 and is headquartered in Newport Beach, CA. | Insurance Brokers/Services | Director/Board Member Director/Board Member | |
University of Oxford | College/University | Graduate Degree Doctorate Degree | |
Carnegie Corp. of New York
![]() Carnegie Corp. of New York Investment Trusts/Mutual FundsMiscellaneous Carnegie Corp. of New York (Carnegie) is a philanthropic grantmaking foundation headquartered in New York City. The foundation was founded in 1911 by Andrew Carnegie. Carnegie promotes the advancement and diffusion of knowledge and understanding for the benefit of the people of the United States. | Investment Trusts/Mutual Funds | Investment Committee Member Chief Investment Officer Chief Investment Officer | |
Capmark Capital LLC
![]() Capmark Capital LLC Investment Banks/BrokersFinance Capmark Capital LLC operates as a holding company. The firm through it subsidiaries offers brokerage and housing operation services. It provides brokerage on office, apartment, retail, industrial, healthcare facilities, hospitality properties, and golf courses. The company is headquartered in Denver, CO. | Investment Banks/Brokers | Corporate Officer/Principal President President Director/Board Member | |
Five Mile Capital Partners LLC
![]() Five Mile Capital Partners LLC Investment ManagersFinance Founded in 2003, Five Mile Capital Partners LLC is a registered investment advisor and hedge fund manager located in Stamford, Connecticut. The firm focuses mainly on fixed income and credit products for institutional clients and high net-worth individuals. | Investment Managers | Founder Founder Founder | |
Boston College | College/University | Undergraduate Degree Undergraduate Degree | |
Syracuse University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
The University of Texas at Austin | College/University | Masters Business Admin Undergraduate Degree | |
The University of Chicago | College/University | Corporate Officer/Principal Masters Business Admin Director/Board Member Masters Business Admin | |
Yale University | College/University | Graduate Degree Undergraduate Degree Graduate Degree Undergraduate Degree | |
Cornell University
![]() Cornell University Other Consumer ServicesConsumer Services Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY. | College/University | Undergraduate Degree Doctorate Degree | |
New York University | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
Princeton University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
University of Michigan | College/University | Undergraduate Degree Masters Business Admin | |
The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Undergraduate Degree Masters Business Admin Masters Business Admin Undergraduate Degree Undergraduate Degree Masters Business Admin Graduate Degree | |
Long Arc Capital LP
![]() Long Arc Capital LP Investment ManagersFinance Long Arc Capital LP (Long Arc Capital) is a private equity firm founded in 2016. The firm is headquartered in New York. | Investment Managers | Private Equity Investor Chief Investment Officer Consultant / Advisor Private Equity Investor Private Equity Investor Consultant / Advisor | |
CircleBlack, Inc.
![]() CircleBlack, Inc. Information Technology ServicesTechnology Services CircleBlack, Inc. develops a wealth management platform. Its technology helps in financial advisory services. The company was founded by John Michel in 2014 and is headquartered in Jersey City, NJ. | Information Technology Services | Director/Board Member Director/Board Member Director/Board Member Director/Board Member | |
Harvard Business School | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
SJM Cap LLC
![]() SJM Cap LLC Financial ConglomeratesFinance Part of Bluestem Group, Inc., SJM Cap LLC is a company based in Horsham, PA. | Financial Conglomerates | Director/Board Member President President | |
Harvard College | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
The Urban Land Institute
![]() The Urban Land Institute Miscellaneous Commercial ServicesCommercial Services The Urban Land Institute operates as a non-commercial research organization. It provides leadership in the responsible use of land and in creating and sustaining thriving communities worldwide. The company was founded on December 14, 1936 and is headquartered in Washington, DC. | Miscellaneous Commercial Services | Director/Board Member Director/Board Member Corporate Officer/Principal | |
MR. COOPER GROUP INC. | Finance/Rental/Leasing | President Director/Board Member Chief Executive Officer | |
Stanford Graduate School of Business | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
Georgetown University | College/University | Undergraduate Degree Graduate Degree Graduate Degree | |
KKR FINANCIAL HOLDINGS LLC | Finance/Rental/Leasing | Director/Board Member Director/Board Member Director/Board Member | |
Concertiv, Inc.
![]() Concertiv, Inc. Packaged SoftwareTechnology Services Concertiv, Inc. provides strategic sourcing advisory services. The frim offers travel, information and insurance services for investment banks, investment managers, consulting and law firms. The company was founded by Chaz Foster, Sara Clarke and Tom Bayoumi in January 2014 and is headquartered in New York, NY. | Packaged Software | Director/Board Member Chairman Director/Board Member | |
Tinubu Square SA
![]() Tinubu Square SA Packaged SoftwareTechnology Services Tinubu Square SA develops and publishes software as service (SaaS) applications. It offers solutions for credit insurance, receivable financing, risk management center, risk analyst, credit intelligence, debt collection, and claims management. The company was founded by J?r?me Pez? and Olivier Placca in 2000 and is headquartered in Issy-les-Moulineaux, France. | Packaged Software | Director/Board Member Director/Board Member Director/Board Member | |
The Mount Sinai Medical Center, Inc.
![]() The Mount Sinai Medical Center, Inc. Hospital/Nursing ManagementHealth Services The Mount Sinai Medical Center, Inc. operates charitable teaching hospitals. The non-profit company is based in New York, NY. The CEO of the company is Gino Santorio. | Hospital/Nursing Management | Director/Board Member Director/Board Member | |
First Data Resources Australia Ltd.
![]() First Data Resources Australia Ltd. Miscellaneous ManufacturingProducer Manufacturing First Data Resources Australia Ltd. owns and operates ATM's. It offers fraud and risk management, network solutions commercial cards, consumer credit and debit solutions for financial institutions; and in-store and merchant financing solutions for merchants. The company was founded in 1984 and is headquartered in North Sydney, Australia. | Miscellaneous Manufacturing | Director/Board Member Director/Board Member |
Statistics
International
United States | 47 |
United Kingdom | 2 |
France | 2 |
Australia | 2 |
Sectoral
Consumer Services | 22 |
Finance | 19 |
Technology Services | 4 |
Process Industries | 2 |
Health Technology | 2 |
Operational
Director/Board Member | 662 |
Corporate Officer/Principal | 243 |
Independent Dir/Board Member | 174 |
Chairman | 133 |
Undergraduate Degree | 83 |
Most connected contacts
Insiders | |
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Robert Hubbard | 188 |
Lakshmi Niwas Mittal | 37 |
Bradley J. Gross | 32 |
Thomas Fairfield | 32 |
Nicolas Zerbib | 28 |
Stephen Quazzo | 27 |
Sing Wang | 27 |
Joseph Gleberman | 27 |
Peter Chung | 26 |
Martin Gagnon | 26 |
Douglas F. Londal | 25 |
Gaurav Bhandari | 25 |
Carrie Wheeler | 25 |
Tagar Olson | 24 |
Debra Hess | 24 |
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