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DK

David Katz

Portfolio Manager at J. Goldman & Co. LP

United States

About

David Katz is a Portfolio Manager at J. Goldman & Co., L.P., an independent investment management firm headquartered in New York City. In this leadership role, he is responsible for making strategic investment decisions and overseeing multi-asset portfolios, with particular expertise in investment banking and asset management.

Katz has advanced through several roles at J. Goldman & Co., starting as an Investment Analyst, then Associate Portfolio Manager, before assuming his current portfolio manager position. His experience spans fundamental research, portfolio construction, and disciplined execution, contributing to the firm’s reputation for rigorous capital allocation and low-volatility returns.

He holds a Bachelor of Business Administration in Accounting and Finance from the University of Michigan, reflecting a strong quantitative and analytical background. While his specific sector coverage is not publicly disclosed, his career within a multi-strategy investment firm suggests expertise across equities and related asset classes, with a focus on risk-adjusted performance and disciplined investment process.

Career History

OrganizationRoleDate RangeDetails
J. Goldman & Co., L.P.Portfolio ManagerJan 2025 to Present
J. Goldman & Co., L.P.Associate Portfolio ManagerJan 2023 to Dec 2024
J. Goldman & Co., L.P.Investment AnalystJul 2020 to Dec 2022
Centerview PartnersInvestment Banking AnalystJul 2017 to Jun 2020

Education

University of Michigan

Bachelor of Business Administration, Accounting, Finance

2013 2017

Others at J. Goldman & Co. LP (42)

NameRoleLocation
Adam Friedman
Adam Friedman
AnalystNew York, NY , United States
A
Adam Zucker
Partner and Portfolio ManagerNew York, NY , United States
Anthony Morra
Anthony Morra
AnalystSetauket- East Setauket, NY , United States
B
Bo Yang
Portfolio ManagerNew York, NY , United States
B
Brett Levy
AnalystNew York, NY , United States
D
Daniel Koch
AnalystDallas, TX , United States
David Mack
David Mack
Partner and Portfolio ManagerBoston, MA , United States
Drew Ronkowitz
Drew Ronkowitz
Portfolio ManagerCedar Grove, NJ , United States
E
Eric Brown
Portfolio ManagerNew York, NY , United States
G
George Wang
Senior AnalystNew York, NY , United States
Showing 1-10 of 42 team members

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