People - Steven R. Katz

Steven is a Director of Portfolio and Wealth Advisory at BBR Partners and a Partner of the firm. He joined the firm in 2003 and works with clients to develop an overall financial strategy, managing their investments and executing their wealth management plans. Steven’s background is in structuring tax-efficient trust and estate strategies that are fully integrated with investment plans. Prior to joining BBR, Steven was a Relationship Manager at U.S. Trust Company of New York, where he advised high-net-worth clients in the areas of investment, trust and estate, cash flow analysis and life insurance strategies. Prior to U.S. Trust, Steven worked as a real estate attorney at McDermott, Will and Emery and Schulte Roth and Zabel LLP. He also held a position in the Real Estate Tax Group at Deloitte & Touche.

Steven holds an LLM in Taxation from New York University School of Law, a JD from Fordham University School of Law and a BS in Business Management from Cornell University. He also is a Certified Public Accountant in the State of New York.