Adam Katz

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Partner

Adam is a self-described venture capitalist meets therapist meets trust and estate lawyer meets banker. He leverages his entrepreneurial energy, empathic and educational style, and sheer conviction to solve pressing financial issues in the complex worlds of entrepreneurs, tech startups, venture capital, hedge funds and private equity. He focuses on meeting client goals through wealth structuring, asset protection and philanthropic vehicles. 

Adam joined the Bodner Sax Group in 2010 at Merrill Lynch, transitioning from running several corporate businesses at Merrill since 1998. One of those leadership roles was heading Segmentation Strategy, where he developed an advising model based on sources of wealth, not simply age or assets – a framework Kore Private Wealth uses today.

For many years, Adam has fundraised for and competed in the Wall Street Decathlon (D10), raising over $130,000 for cancer causes. He and his wife, Dana, live in Westfield, New Jersey, with their two children.

T: 212-321-4226

  • BA, psychology, Brandeis University
    Executive MBA, New York University's Stern School of Business

  • We spend all day thinking how we can be helpful and relevant. We meet a lot of people, and we do not care if they become our client today, tomorrow, never or forever. What matters is that we help change peoples' lives. 

  • People make the mistake of anchoring to a framework of unitization of money that they've had early in life. They think of spending in $100s versus $10,000s, for example. They use this unitization to make decisions about spending, giving and investing versus their earnings or net worth. I like to empower people with the concept of marginal utility of a dollar so that they can make powerful decisions.

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