We are very pleased to announce that Zoë Wenick Katz has joined Katz Family Financial to lead business development and enhance the client experience. Though she has been with us since the start of the year, we are excited to formally introduce her to you. In her short time here, Zoë has already made a meaningful impact — redesigning our website, supporting new relationships and growth, and improving how we communicate with clients and share our research.

Before joining the firm, Zoë spent five years at Google, where she ran global programs supporting engineering team operations and career development. That work gave her valuable experience in building systems, managing relationships, and bringing complex projects together — skills she now applies to her work at Katz Family Financial.

Zoë graduated from the University of Virginia in 2018 with a Bachelor of Arts degree.

For us, this is both a professional and a personal milestone. As the daughter of Mark and Aly, the sister of Jacob, and the granddaughter of Larry, Zoë adds to our family team and the future of the firm. Katz Family Financial began nearly 60 years ago when Larry first entered the investment world, and it has always been guided by family values, long-term thinking, and a commitment to our clients. Zoë’s arrival strengthens that tradition, while also bringing her own perspective and energy to our work. We are not only excited for continued longevity, but for continued progress.

We look forward to you getting to know Zoë in the months ahead and are confident she will make important contributions to both our firm and your experience with us.

Sincerely,

Katz Family