Zachary MosseriPrincipal at Catal GroupSpeaker
Profile
Zachary is a Principal at Catal Group, a single-family office with offices in New York City, London, and Chicago. He is responsible for portfolio management and shaping the firm’s investment strategy. Before joining Catal, Zachary worked at Morgan Stanley Wealth Management, focusing on portfolio construction for institutions and families. Prior to that, he was part of Bank of America’s executive strategy team.
Zachary earned his MBA from Fordham University and currently lives in Brooklyn, NY, with his wife and their three daughters.
Agenda Sessions
Governance, succession, and family dynamics
, 2:50pmView Session