Larry Katz has a Bachelor’s Degree in Electrical Engineering (a major in computers and automation), and an MBA in Business and Finance with honors. Larry first entered the securities industry in 1967; his career includes areas of concentration in financial planning, financial advisory, insurance, portfolio management and stock and bond research.
Larry has lectured nationally on investment research. He also participated as a consultant for projects and investigations by the Small Business Administration, the National Association of Securities Dealers, the Practicing Law Institute, and the U.S. Congress. In 2003, Larry was elected alumnus of the year from Polytechnic University in Brooklyn, New York, for the engineering of the securities selection model that the Katz Family Firm employs.
Mark Katz has 26 years experience in the Financial Services Industry. In 1989 he took part in Smith Barney’s training program and obtained his securities licensing. After four years of building his business he joined forces with Larry at PaineWebber.
In 1998, Mark was recruited by the Banking industry as a Vice President and later became a Regional Sales Manager for General Electric’s Financial Advisors network. These positions have given Mark extensive experience in the banking, equity and insurance markets.