Brian Katz

President at

Focus Partners Wealth LLC

Finance

Consumer Services

Profile

Mr. Brian W.
Katz, CFA, is a Chief Investment Officer & President at Focus Partners Wealth LLC.
He is also the Managing Director of Cross Platform Integration at Focus Partners Wealth.
Mr. Katz has more than 25 years of asset allocation, manager selection, stock research, and portfolio construction experience.
Since 1997, he has been instrumental in crafting investment philosophy and process for Focus Partners Wealth (formerly The Colony Group).
Previously, he was a research analyst at Kobren Insight Management, where he was responsible for conducting quantitative and qualitative due diligence on investment managers and analyzing capital markets and the economy.
He also worked at Kanon Bloch Carré, where he developed and maintained a quantitative model for rating mutual funds that were published semi-annually in U.S.
News & World Report.
Mr. Katz holds the Chartered Financial Analyst and is a member of the CFA Institute and the Boston Security Analysts Society.

Brian Katz active positions

Companies	Position	Start
Focus Partners Wealth LLC Focus Partners Wealth LLC Investment ManagersFinance Focus Partners tailors an investment portfolio to maximize the probability of achieving their client’s goals and objectives. The firm often incorporates both active and passive strategies into their client portfolios. Their investment decisions are guided by a long-term fundamental outlook. Focus Partners endeavors to enhance portfolios by seeking out uncorrelated and nontraditional investment opportunities that they believe have the potential to generate strong absolute returns over a full market cycle.	President	01/01/1997

All active positions of Brian Katz

Former positions of Brian Katz

Companies	Position	End
Adviser Investments Acquisition Co. LLC Adviser Investments Acquisition Co. LLC Investment ManagersFinance Adviser Investment Acquisition Co. seeks to build diversified portfolios of mutual funds and ETFs that will provide a balanced approach to investing in the stock, bond and alternative markets, when applicable, given the individual investor's long-term and short term risk tolerance and return objectives.	Analyst-Equity	-
Kanon Bloch Carré & Co., Inc. Kanon Bloch Carré & Co., Inc. Investment ManagersFinance Provides investment advice	Corporate Officer/Principal	-

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Linked companies

Private companies	4
Focus Partners Wealth LLC Focus Partners Wealth LLC Investment ManagersFinance Focus Partners tailors an investment portfolio to maximize the probability of achieving their client’s goals and objectives. The firm often incorporates both active and passive strategies into their client portfolios. Their investment decisions are guided by a long-term fundamental outlook. Focus Partners endeavors to enhance portfolios by seeking out uncorrelated and nontraditional investment opportunities that they believe have the potential to generate strong absolute returns over a full market cycle.	Finance
Adviser Investments Acquisition Co. LLC Adviser Investments Acquisition Co. LLC Investment ManagersFinance Adviser Investment Acquisition Co. seeks to build diversified portfolios of mutual funds and ETFs that will provide a balanced approach to investing in the stock, bond and alternative markets, when applicable, given the individual investor's long-term and short term risk tolerance and return objectives.	Finance
Kanon Bloch Carré & Co., Inc. Kanon Bloch Carré & Co., Inc. Investment ManagersFinance Provides investment advice	Finance
University of Massachusetts University of Massachusetts Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services

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