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Adam Katz, Partner at Corient Wealth Management, Visits Just FlexIt™
Manage episode 411577913 series 3326409
Konten disediakan oleh Austin Cohen (FlexIt Founder & CEO) and Justin Turetsky (Founding Team & COO), Austin Cohen (FlexIt Founder, and Justin Turetsky (Founding Team. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Austin Cohen (FlexIt Founder & CEO) and Justin Turetsky (Founding Team & COO), Austin Cohen (FlexIt Founder, and Justin Turetsky (Founding Team atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.
Adam Katz's career trajectory reflects a diverse and accomplished professional journey. As a Partner at Corient, one of the largest integrated fee-only RIAs in the United States, Adam plays a pivotal role in guiding clients toward their financial goals with integrity and expertise.
Before his tenure at Corient, Adam spent two decades at Merrill Lynch in wealth management, honing his skills and gaining invaluable experience in the field. Additionally, Adam has a unique background as an entrepreneur, as he started his own business (KORE Private Wealth) before selling. He not only served as a co-pilot with other entrepreneurs through their journey, but has background as both a "peer" and a "provider.”
In addition to his impressive achievements in finance, Adam Katz's interests extend beyond the realm of wealth management. A former New York State Arm Wrestling Champion, Adam brings a unique background of problem-solving and leveraging personal strengths.
During the Just FlexIt™ podcast, Adam shares insights on client relationships, emphasizing the importance of accessibility and adopting a forward-thinking approach. Through his diverse experiences and engaging storytelling, Adam Katz continues to inspire others to pursue excellence and innovation in their respective fields. Katz touches on Angel investing, and wealth management from an advisor’s perspective, and some of the ways Corient attacks wealth management differently than competitors, and relates the modern-day advisor to UFC 1 in 1993 and how the league has evolved over the 30+ years of its existence.
In the latest episode of Just FlexIt™, you will enjoy an engaging conversation between the guys at FlexIt and Adam Katz. Don’t miss this fantastic episode of Just FlexIt™ featuring Adam Katz!
Three Investments:
💲Adam Katz shared that the New York State Arm Wrestling Championships used to be held within Port Authority in New York City.
💲Adam Katz is registered to provide investment advice in New York and Texas and may also provide advisory services in other states under an applicable state exemption from registration or notice filing.
💲The average advisor-to-client ratio at Corient is 1 advisor per 55 clients.
Host: Austin Cohen (Founder & CEO) & Justin Turetsky (Founding Team & COO)
Guests: Adam Katz
Producer: Eddie Sanchez
65 episode
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