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Employee Bruce Katz

New York
300 Madison Ave, 7th Floor
New York, NY 10017

Phone number: 212-259-3800
Toll-free: 800-773-3469
Fax number: 212-259-3888

This professional also serves clients in West Palm Beach

Bruce D. Katz

, CFP®

Chief Growth Officer & Executive Director of Strategic Alliances

Bruce Katz is the chief growth officer and executive director of strategic alliances for CIBC Private Wealth, with more than 30 years of industry experience.​

In this role, he leads the firm’s business development team, setting strategies and practices that broaden relationships with individual families, foundations, endowments, institutions, and intermediaries. Additionally, Bruce works to strengthen existing relationships and identifies and develops new opportunities for business alliances with external partners for all CIBC Private Wealth offices. In addition to leading both local and national business development initiatives, Bruce remains actively involved with client relationships throughout the firm. Bruce is a member of the CIBC Private Wealth US Operating Committee and frequently shares economic and financial insights in his column. ​

Prior to joining the firm in 2001, Bruce served as a first vice president for Avatar Associates and as director of the Capital Management Group, a division dedicated to high net worth individuals, institutions and their financial professionals. He was also a member of Avatar's investment committee.​

Previously, Bruce served as a vice president with Mitchell Hutchins Asset Management Inc., and started his professional career with Ernst & Young.​

He earned a Bachelor of Science in accounting and finance from the State University of New York at Binghamton and holds the CERTIFIED FINANCIAL PLANNER™ certification. Bruce serves on the boards of and volunteers with several charitable organizations.

Representing CIBC National Trust Company and CIBC Private Wealth Advisors, Inc.

The Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S.

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