Steven Katz

Steven Katz is a seasoned financial professional with extensive experience in wealth advisory and financial planning. Currently serving as Partner and Director of Portfolio & Wealth Advisory at BBR Partners since May 2003, Katz previously held the position of Financial Planner at U S Trust Company from 1999 to 2003. Katz's legal background includes roles as an Associate at McDermott Will and Emery and Schulte Roth & Zabel LLP, as well as a Senior at Deloitte & Touche. Academically, Katz holds an LL.M. in Tax Law from New York University School of Law, a JD from Fordham University School of Law, and a BS in Business Management from Cornell University.