Larry Katz has a Bachelor's Degree in Electrical Engineering (a major in computers and automation), and an MBA in Business and Finance with honors. Larry first entered the securities industry in 1967; his career includes areas of concentration in financial planning, financial advisory, insurance, portfolio management and stock and bond research.

Larry has lectured nationally on investment research.  He also participated as a consultant for projects and investigations by the Small Business Administration, the National Association of Securities Dealers, the Practicing Law Institute, and the U.S. Congress. In 2003, Larry was elected alumnus of the year from Polytechnic University in Brooklyn, New York, for the engineering of the securities selection model that the Katz Family Firm employs.

Sue Katz was a Finance Executive with 20 years of experience in diverse industries including manufacturing, financial services, insurance and high tech companies. Her most recent executive position was Global Finance Director for a billion dollar corporation. Sue held both consulting and Senior Finance positions with major corporations with business in the U.S. and Europe. Several times in the past 30 years Sue has worked in the family business with Larry doing securities research.  In the mid-80s Sue obtained her securities licensing.  In 2004, she completed the UBS training courses and additional licensing.   Sue has an MBA in Finance with honors from the University of Wisconsin.

Mark Katz has 19 years experience in the Financial Services Industry. In 1989 he took part in Smith Barney’s training program and obtained his securities licensing. After four years of building his business he joined forces with Larry at PaineWebber. In 1998, Mark was recruited by the Banking industry as a Vice President and later became a Regional Sales Manager for General Electric’s Financial Advisors network. These positions have given Mark extensive experience in the banking, equity and insurance markets.

Julie Quinn is the newest Registered Investment Advisor to the Katz Family Team. Julie began interning for Larry Katz, at UBS, while she was completing her undergraduate degree. She has a Bachelors Degree in Marketing from the University of Maryland, Robert H. Smith School of Business. Upon graduating from The University of Maryland, Julie's role expanded to taking on all the managerial responsibilities for the business. Julie has helped build the company from the ground up and as of July 2006 has obtained her Series 65 licensing. Working very closely with each member of the team Julie is actively involved in portfolio research, management and client services as well as managing a 401K plan.