Profiel
Mr. Larry Katz, CFA MBA, is a Director of Research at Merriman Wealth Management LLC.
He joined Merriman Wealth Management in August 2013.
Mr. Katz was previously employed as a Director of Research by Merriman LLC, a Principal by Getty Images, Inc., a Principal by Sirach Capital Management, Inc., a Principal by Washington Mutual Bank, and Senior Research Analyst by Frank Russell Co.
Mr. Katz received his undergraduate degree from Binghamton University and an MBA from The University of Chicago.
Eerdere bekende functies van Larry Katz
Bedrijven | Functie | Einde |
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WestCap Management LLC
WestCap Management LLC Investment ManagersFinance Westcap Management LLC (WestCap Group) is a private equity firm founded in 1997 by Laurence A. Tosi. The firm is headquartered in San Francisco, California. | Private Equity Investor | 30-08-2023 |
Merriman LLC
Merriman LLC Investment ManagersFinance Founded in 2006 through the merger of Merriman Capital Management and the accounting firm of Berkman, Purdy and Lindstrom, Merriman Berkman Next Inc. is a registered investment advisor located in Seattle, Washington. The firm manages the Leveraged Global Opportunity Fund LP, a hedge fund | Directeur van Onderzoek - Eigen Vermogen | 09-08-2013 |
Getty Images, Inc.
Getty Images, Inc. Movies/EntertainmentConsumer Services Getty Images, Inc. creates and distributes visual and digital media contents through online. Its products include Getty images API, media manager, image.net, iStock and Photos.com. The firm offers rights and clearances, image collections, plugins and extensions, premium access and custom solutions. The company was founded by Mark Harris Getty and Jonathan David Klein in March 1995 and is headquartered in Seattle, WA. | Corporate Officer/Principal | - |
Washington Mutual Bank
Washington Mutual Bank Savings BanksFinance Washington Mutual Bank FA provides saving and banking services. It also offers home loans, commercial banking, retail banking & financial and card services. The company was founded in 1889 and is headquartered in Seattle, WA | Corporate Officer/Principal | - |
Frank Russell Co.
Frank Russell Co. Investment ManagersFinance Founded in 1936, Frank Russell Co. is a registered investment advisor located in Seattle, Washington. The firm is a part of Russell Investment Group. They are wholly-owned by LSEG US Holdco, Inc, itself a wholly owned non-operating subsidiary of London Stock Exchange Group plc. Frank Russell Co.'s clients consist of pension and profit sharing plans, endowments, foundations, charitable organizations, corporations or other institutional investors. The firm also has contracts through Russell-related entities to manage the cash equitization activities of pooled investment vehicles Frank Russell Co. operates through sub-advisory agreements with the investment managers of these pooled investment vehicles. | Analyst-Equity | - |
Opleiding van Larry Katz
The University of Chicago | Masters Business Admin |
State University of New York at Binghamton | Undergraduate Degree |
Ervaring
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Bedrijven in privébezit | 7 |
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Merriman LLC
Merriman LLC Investment ManagersFinance Founded in 2006 through the merger of Merriman Capital Management and the accounting firm of Berkman, Purdy and Lindstrom, Merriman Berkman Next Inc. is a registered investment advisor located in Seattle, Washington. The firm manages the Leveraged Global Opportunity Fund LP, a hedge fund | Finance |
Merriman Wealth Management LLC
Merriman Wealth Management LLC Investment ManagersFinance Merriman Wealth Management LLC is a SEC-registered investment advisor headquartered in Seattle, Washington. They are a wholly-owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). The firm was founded in 1983 and has joined forces with Focus Financial Partners in 2012. Merriman provides investment advice and wealth management services to individuals and households who are either saving money and planning for retirement or already retired. They also manage some accounts for pension and profit-sharing plans, high net-worth individuals, trusts, estates, charitable organizations, as well as corporations or other business entities. | Finance |
Sirach Capital Management, Inc.
Sirach Capital Management, Inc. Investment ManagersFinance Sirach Capital Management, Inc. is a Seattle, Washington-based investment management firm that has served an exclusive list of institutional and individual clients worldwide since 1970. | Finance |
Frank Russell Co.
Frank Russell Co. Investment ManagersFinance Founded in 1936, Frank Russell Co. is a registered investment advisor located in Seattle, Washington. The firm is a part of Russell Investment Group. They are wholly-owned by LSEG US Holdco, Inc, itself a wholly owned non-operating subsidiary of London Stock Exchange Group plc. Frank Russell Co.'s clients consist of pension and profit sharing plans, endowments, foundations, charitable organizations, corporations or other institutional investors. The firm also has contracts through Russell-related entities to manage the cash equitization activities of pooled investment vehicles Frank Russell Co. operates through sub-advisory agreements with the investment managers of these pooled investment vehicles. | Finance |
Washington Mutual Bank
Washington Mutual Bank Savings BanksFinance Washington Mutual Bank FA provides saving and banking services. It also offers home loans, commercial banking, retail banking & financial and card services. The company was founded in 1889 and is headquartered in Seattle, WA | Finance |
Getty Images, Inc.
Getty Images, Inc. Movies/EntertainmentConsumer Services Getty Images, Inc. creates and distributes visual and digital media contents through online. Its products include Getty images API, media manager, image.net, iStock and Photos.com. The firm offers rights and clearances, image collections, plugins and extensions, premium access and custom solutions. The company was founded by Mark Harris Getty and Jonathan David Klein in March 1995 and is headquartered in Seattle, WA. | Consumer Services |
WestCap Management LLC
WestCap Management LLC Investment ManagersFinance Westcap Management LLC (WestCap Group) is a private equity firm founded in 1997 by Laurence A. Tosi. The firm is headquartered in San Francisco, California. | Finance |