![David Katz](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
David Katz
Analyst-Equity bei
Jefferies LLC
Profil
David Katz is currently an Equity Analyst at Jefferies LLC since 2025.
Formerly, Mr. Katz was Managing Director at CIBC World Markets Corp.
(Old) from 2001 to 2007, Managing Director & Senior Equity Research Analyst at Jefferies LLC from 2010 to 2011, Managing Director at Oppenheimer & Co., Inc. (Broker) from 2008 to 2010, Managing Director & Senior Research Analyst at Telsey Advisory Group LLC from 2015 to 2017, Principal at Merrill Lynch & Co., Inc., and Managing Partner at GreyCap Advisors LLC from 2012 to 2015.
Education includes undergraduate studies at Lehigh University and an MBA from Columbia Business School.
Aktive Positionen von David Katz
| Unternehmen | Position | Beginn |
|---|---|---|
Jefferies LLC
 Jefferies LLC Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | 01.11.2017 |
Ehemalige bekannte Positionen von David Katz
| Unternehmen | Position | Ende |
|---|---|---|
Telsey Advisory Group LLC
 Telsey Advisory Group LLC Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | 01.11.2017 |
GreyCap Advisors LLC
 GreyCap Advisors LLC Miscellaneous Commercial ServicesCommercial Services Provides business consulting and strategic advisory services | Corporate Officer/Principal | 01.02.2015 |
Jefferies LLC
Jefferies LLC Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | 31.12.2011 |
Oppenheimer & Co., Inc. (Broker)
 Oppenheimer & Co., Inc. (Broker) Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | 31.03.2010 |
CIBC World Markets Corp. (Old)
 CIBC World Markets Corp. (Old) Financial ConglomeratesFinance Provides financial services | Analyst-Equity | 31.12.2007 |
Ausbildung von David Katz
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
90
Beziehungen ersten Grades
8
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 8 |
|---|---|
CIBC World Markets Corp. (Old)
CIBC World Markets Corp. (Old) Financial ConglomeratesFinance Provides financial services | Finance |
Jefferies LLC
Jefferies LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
Oppenheimer & Co., Inc. (Broker)
Oppenheimer & Co., Inc. (Broker) Investment Banks/BrokersFinance Provides brokerage services | Finance |
Lehigh University
 Lehigh University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Telsey Advisory Group LLC
Telsey Advisory Group LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
Merrill Lynch & Co., Inc.
 Merrill Lynch & Co., Inc. Investment ManagersFinance Provides wealth management, securities trading and sales, corporate finance and investment banking services | Finance |
Columbia Business School
 Columbia Business School Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
GreyCap Advisors LLC
GreyCap Advisors LLC Miscellaneous Commercial ServicesCommercial Services Provides business consulting and strategic advisory services | Commercial Services |
