Larry Katz founded Katz Family Financial alongside his son, Mark Katz, and has been a guiding force behind the firm’s philosophy, values, and long-term investment approach. With over 60 years of investing experience, he remains deeply involved in the firm’s research and security selection.

Katz Family Financial was officially established in 2003, but its history dates back decades earlier. Larry spent more than 55 years advising clients — both through roles at other firms, most recently PaineWebber (now UBS), and as an independent advisor — and has built lasting relationships that have carried through every stage of his career. Many of his original clients, and now their children, grandchildren, and even great-grandchildren, continue with the firm today. It’s a testament to the trust, continuity, and care that have defined his approach from the beginning.

Larry is a veteran of the U.S. Coast Guard. He earned a Bachelor of Science in Electrical Engineering from Brooklyn Polytechnic (now NYU School of Engineering) and a Master’s in Business and Finance from Southern Illinois University. He is also a graduate of the New York Institute of Finance.

Mark is a co-founder of Katz Family Financial and brings over 35 years of experience as an investment advisor. He works closely with clients on portfolio strategy, planning, and long-term wealth management — building on a family tradition of personalized financial guidance that now spans three generations.

Before founding the firm in 2003, alongside his father, Lawrence Katz, Mark spent over 15 years advising clients at PaineWebber (now UBS) and Smith Barney (now Morgan Stanley), starting back in 1987. In both roles, he focused on investment management and financial planning for individuals and families, laying the groundwork for the relationship-driven approach Katz Family Financial is known for today.

Mark earned a Bachelor of Science from Ithaca College.

Jacob helps lead Katz Family Financial, advising clients across all areas of investment strategy and financial planning. His background as a generalist — investing and advising across industries, company sizes, and special situations — brings a broad, adaptable perspective to the firm’s research and investment selection.

Before joining the family firm, Jacob worked at a long-standing hedge fund in New York, where he was part of a small team investing in public equities across a wide range of sectors and situations. Prior to that, he began his career at Greenhill & Co., a boutique investment bank, advising and analyzing public and private companies of all sizes and industries.

Jacob earned a B.S. in Commerce (Finance Concentration) from the McIntire School at the University of Virginia and a B.A. in Economics.

Aly has been with Katz Family Financial since its founding and leads the firm’s administrative and operational functions, with a focus on client service and day-to-day support. Often client-facing, Aly is a key point of contact for onboarding, account maintenance, and ongoing service needs — helping ensure that each client experience is smooth, timely, and well-coordinated.

Aly started her career working in education as both a teacher and school director. She also has over 20 years of experience leading and managing teams through independent contracting work with the U.S. government and military. These roles have shaped her caring, thoughtful, and organized approach to working with clients.

Aly earned a Bachelor of Science from George Mason University.

Zoë leads business development and client strategy at Katz Family Financial, focusing on investor communications, firm outreach, and operational growth. She brings experience in team coordination, relationship management, and internal systems.

Before joining the firm, she spent five years at Google, where she ran global programs supporting career development and engineering team operations.

Zoë earned a Bachelor of Arts from the University of Virginia.