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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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| J. Goldman & Co., L.P. | Portfolio Manager | Jan 2025 to Present | — |
| J. Goldman & Co., L.P. | Associate Portfolio Manager | Jan 2023 to Dec 2024 | — |
| J. Goldman & Co., L.P. | Investment Analyst | Jul 2020 to Dec 2022 | — |
| Centerview Partners | Investment Banking Analyst | Jul 2017 to Jun 2020 | — |
Education
University of Michigan
Bachelor of Business Administration, Accounting, Finance
2013 — 2017
Others at J. Goldman & Co. LP (42)
| Name | Role | Location |
|---|---|---|
| Analyst | New York, NY , United States | |
A Adam Zucker | Partner and Portfolio Manager | New York, NY , United States |
| Analyst | Setauket- East Setauket, NY , United States | |
B Bo Yang | Portfolio Manager | New York, NY , United States |
B Brett Levy | Analyst | New York, NY , United States |
D Daniel Koch | Analyst | Dallas, TX , United States |
| Partner and Portfolio Manager | Boston, MA , United States | |
| Portfolio Manager | Cedar Grove, NJ , United States | |
E Eric Brown | Portfolio Manager | New York, NY , United States |
G George Wang | Senior Analyst | New York, NY , United States |
Similar Fund Managers
| Name | Role | Fund | Location |
|---|---|---|---|
A Andrey Belov | Research Analyst | Cramer Rosenthal Mcglynn LLC | Stamford, CT , United States |
B Brian Harvey | Equity Portfolio Manager | Cramer Rosenthal Mcglynn LLC | United States |