Katz Family Financial Employee Directory

Q: What is Katz Family Financial known for?

Katz Family Financial was founded in 2003. Katz Family Financial operates in the Investment Management industry.

Q: How many employees does Katz Family Financial have currently?

Katz Family Financial has approximately 7 employees.

Investment ManagementVirginia, United States2-10 Employees

We’re a family-run, boutique investment firm with 55 years of research and asset management experience — and over 100 years of combined experience.

We take pride in our disciplined research and active portfolio management, both guided by our proprietary research model and our goal of beating the market.

We work with families, individuals, and organizations, offering a personalized approach that goes beyond investment strategy. As personal portfolio managers and trusted advisors, we support our clients across all areas of their financial lives.

Find Katz Family Financial employees' phone numbers or email addresses

Katz Family Financial Global Highlights

North America
7

United States Of America
7

Katz Family Financial's Leadership

J. K.
Partner And Managing Member
Mobile Phone
Email
D. Z.
Owner
Mobile Phone
Email
M. K.
Managing Member
Mobile Phone
Email
Y. Z.
Accountant Client Wellness Program Director
Mobile Phone
Email

Contact profiles from Katz Family Financial

Name

Title

Contact Info

Location

Last Update

J. K.
Partner And Managing Member
Mobile Phone
Email
United StatesNew York
Sep 10, 2025
D. Z.
Owner
Mobile Phone
Email
Nov 03, 2025
M. K.
Managing Member
Mobile Phone
Email
Oct 17, 2024
Y. Z.
Accountant Client Wellness Program Director
Mobile Phone
Email
UNITED STATES
Aug 04, 2023

Frequently Asked Questions

What is Katz Family Financial known for?

Katz Family Financial was founded in 2003 operates in the Investment Management industry; you can contact the main corporate office by phone at

+1-301-961-****

. Explore Katz Family Financial's company overview page for more information.

What is Katz Family Financial's most common email format?

Katz Family Financial employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Katz Family Financial email formats with LeadIQ.

How many employees does Katz Family Financial have currently?

Katz Family Financial has approximately 7 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are Katz Family Financial's key employees and leadership?

As of December 2025, Katz Family Financial's key employees include:

Partner And Managing Member: J. K.
Owner: D. Z.
Managing Member: M. K.
Accountant Client Wellness Program Director: Y. Z.

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