Sam Katzman

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Profile

Sam Katzman worked as a Principal at The Chase Manhattan Bank NA, Arthur Andersen LLP, Citi Smith Barney Investment Management, and Salomon Brothers, Inc. He also served as the Chief Investment Officer at Constellation Wealth Advisors LLC from 2007 to 2015 and as a Wealth Manager at JPMorgan Private Wealth Advisors LLC from 2017 to 2023.
Katzman earned an undergraduate degree from Emory University and an MBA from The Wharton School of the University of Pennsylvania.

Former positions of Sam Katzman

Companies	Position	End
JPMorgan Private Wealth Advisors LLC JPMorgan Private Wealth Advisors LLC Investment ManagersFinance JPMPWA creates portfolios designed to meet each client's specific needs, considering risk tolerance, current situation and future life objectives. The firm provides numerous investment management styles and strategies across various asset classes, including but not limited to fixed income, publicly traded equities and private securities.	Portfolio Manager-Equities	2023-03-31
Constellation Wealth Advisors LLC Constellation Wealth Advisors LLC Investment ManagersFinance Constellation Wealth Advisors' investment approach seeks to optimize performance, cost and tax efficiency across active and passive investment vehicles in both traditional and alternative investments. Portfolios are customized with a focus on each client's risk tolerance, investment horizon and cash flow requirements. Constellation uses cash flow analysis to model cash sources and uses to ensure that assets are positioned to meet any forecasted need. The firm reviews asset allocation frequently to adapt to their outlook and to clients' changing needs. They perform detailed historical analysis of the capital markets that is supplemented by their view on how the future may vary. Constellation has access to best-in-class managers across all asset classes. The firm evaluates hundreds of investment opportunities annually and focuses only on the few that offer attractive risk adjusted rates of return, timeliness and a focus on wealth preservation. The firm's fixed-income approach focuses on investment in bonds particularly in situations in which capital preservation is the primary objective. The firm is not captive to any one trading desk and is able to search for bonds from various bond dealers to make the best selections for their clients. Depending on market conditions, Constellation may also invest in hedge funds, real estate and private equity offerings.	Chief Investment Officer	2015-08-31
Citi Smith Barney Investment Management Citi Smith Barney Investment Management Investment ManagersFinance Provides investment advice	Corporate Officer/Principal	-
Salomon Brothers, Inc. Salomon Brothers, Inc. Investment Banks/BrokersFinance Investment banking services	Corporate Officer/Principal	-
The Chase Manhattan Bank NA The Chase Manhattan Bank NA Major BanksFinance Provides commercial banking services	Corporate Officer/Principal	-

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Linked companies

Private companies	8
The Chase Manhattan Bank NA The Chase Manhattan Bank NA Major BanksFinance Provides commercial banking services	Finance
JPMorgan Private Wealth Advisors LLC JPMorgan Private Wealth Advisors LLC Investment ManagersFinance JPMPWA creates portfolios designed to meet each client's specific needs, considering risk tolerance, current situation and future life objectives. The firm provides numerous investment management styles and strategies across various asset classes, including but not limited to fixed income, publicly traded equities and private securities.	Finance
Constellation Wealth Advisors LLC Constellation Wealth Advisors LLC Investment ManagersFinance Constellation Wealth Advisors' investment approach seeks to optimize performance, cost and tax efficiency across active and passive investment vehicles in both traditional and alternative investments. Portfolios are customized with a focus on each client's risk tolerance, investment horizon and cash flow requirements. Constellation uses cash flow analysis to model cash sources and uses to ensure that assets are positioned to meet any forecasted need. The firm reviews asset allocation frequently to adapt to their outlook and to clients' changing needs. They perform detailed historical analysis of the capital markets that is supplemented by their view on how the future may vary. Constellation has access to best-in-class managers across all asset classes. The firm evaluates hundreds of investment opportunities annually and focuses only on the few that offer attractive risk adjusted rates of return, timeliness and a focus on wealth preservation. The firm's fixed-income approach focuses on investment in bonds particularly in situations in which capital preservation is the primary objective. The firm is not captive to any one trading desk and is able to search for bonds from various bond dealers to make the best selections for their clients. Depending on market conditions, Constellation may also invest in hedge funds, real estate and private equity offerings.	Finance
Arthur Andersen LLP Arthur Andersen LLP Miscellaneous Commercial ServicesCommercial Services Provides accounting services	Commercial Services
Emory University Emory University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Citi Smith Barney Investment Management Citi Smith Barney Investment Management Investment ManagersFinance Provides investment advice	Finance
Salomon Brothers, Inc. Salomon Brothers, Inc. Investment Banks/BrokersFinance Investment banking services	Finance
The Wharton School of the University of Pennsylvania The Wharton School of the University of Pennsylvania Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services

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