UBS Advisor Podcasts

KWM Insights from Katz Wealth Management

KWM Insights is a podcast series featuring UBS Managing Director and Private Wealth Advisor Jason Katz and his nationally recognized investment team (Katz Wealth Management). Based in New York City, KWM consists of 17 professionals each with a particular expertise (financial planning, portfolio construction, asset management, insurance planning, corporate retirement planning, and lending). KWM Insights will offer timely market perspectives along with guidance on money management, investing, and planning.

UBS advisor podcasts

The Jason Katz Interview

09:45

The inaugural episode of the KWM Insights podcast series goes through an in-depth personal and professional profile of founding member, and 27+ year UBS veteran, Jason Katz and his team, Katz Wealth Management. Jason talks about his start in the business, roles as a Managing Director, Senior Portfolio Manager, and Private Wealth Advisor, ranking by Forbes as #1 High Net Worth Advisor, presence in the business media, background on his team's approach and process for clients.


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