Professional Summary

Professional Overview

Jason Katz is a seasoned wealth advisor and co-founder with extensive experience in finance, tax, and entrepreneurship. As a Principal at Bartlett Wealth Management, he leverages his deep industry knowledge to provide comprehensive financial planning and investment management services to high-net-worth clients. Concurrently, Jason serves as the Co-Founder of Cardinal Spirits LLC, a rapidly growing craft distillery, where he oversees strategic business development and financial operations.

Experience Summary

Current Roles

Wealth Advisor, Principal at Bartlett Wealth Management (2018-04-01 to Present)

• Responsible for providing tailored wealth management solutions, including investment portfolio construction, tax planning, and estate planning, to a diverse client base of high-net-worth individuals and families

• Collaborates closely with clients to develop and implement personalized financial strategies aligned with their unique goals and risk profiles

• Leverages advanced financial modeling and analytical tools to optimize clients' investment portfolios and maximize long-term returns

Co-Founder at Cardinal Spirits LLC (2013-05-01 to Present)

• Oversees the strategic direction and financial operations of this rapidly growing craft distillery

• Responsible for securing funding, managing budgets, and ensuring the company's financial stability and profitability

• Plays a key role in driving business development initiatives, including the expansion of the product portfolio and distribution channels

Career Progression

Advisor, Wealth Planning Services at Bartlett Wealth Management (2017-02-01 to 2018-04-01)

• Provided comprehensive wealth planning services, including investment management, tax planning, and estate planning, to high-net-worth clients

• Collaborated with a team of financial professionals to deliver tailored solutions that addressed clients' short- and long-term financial objectives

Director of Finance and Tax at The Gorilla Glue Company (2009-10-01 to 2017-02-01)

• Managed the company's financial reporting, budgeting, and tax compliance functions

• Played a key role in strategic decision-making and the implementation of financial initiatives to support the company's growth

Senior Tax Consultant at Deloitte (2004-08-01 to 2008-06-01)

• Provided tax advisory services to a diverse portfolio of corporate and individual clients

• Specialized in complex tax planning and compliance strategies, contributing to the firm's overall tax practice

Tax Associate at PricewaterhouseCoopers (2003-09-01 to 2004-07-01)

• Assisted in the preparation and review of tax returns for individual and corporate clients

• Gained valuable experience in the field of tax compliance and reporting

Academic Background

Jason Katz holds a Bachelor of Science in Accounting from the University of Cincinnati, where he graduated cum laude. He is a Certified Public Accountant (CPA) and a Certified Financial Planner (CFP).

Areas of Expertise

• Wealth management and financial planning

• Investment portfolio construction and optimization

• Tax planning and compliance

• Entrepreneurship and business strategy

• Financial modeling and analytical skills

• Collaborative leadership and client relationship management

Professional Impact

• Instrumental in driving the growth and financial success of Cardinal Spirits LLC, a rapidly expanding craft distillery

• Recognized for his ability to develop and implement tailored wealth management strategies that have generated significant returns for high-net-worth clients

• Actively involved in industry organizations, contributing to thought leadership and best practices in the wealth management and entrepreneurial sectors

Conclusion

With his diverse background in finance, tax, and entrepreneurship, Jason Katz is a versatile and highly effective wealth advisor and co-founder. His dedication to delivering personalized, value-driven solutions has earned him a reputation as a trusted partner to both his clients and the businesses he co-leads. As he continues to build on his impressive track record, Jason remains committed to driving innovation and creating long-term, sustainable value for the individuals and organizations he serves.