Jacob M. Katz CVA's Profile Image

Jacob Katz, CVA

Phone: 586 843 2587

Jacob is a member of the Business Valuation Services Group and Transaction Services Department. He is also an Adjunct Professor of Finance at Walsh College in Troy, Michigan.

Professional Associations

  • Member – Association of Corporate Growth, Detroit Chapter
  • Member – National Association of Certified Valuators and Analysts
  • Member – Association of Certified Fraud Examiners

Professional Experience

  • Extensive experience in wealth management and employee benefits
  • Comprehensive experience with institutional asset management
  • Specializes in providing business valuation, transaction consulting and financial advisory services to public and private organizations
  • Provides extensive estate planning support through focused insurance trust reviews
  • Valuation for financial reporting including investment purposes

Background

  • B.A., Walsh College
  • M.S. in Finance, Walsh College
  • Certified Valuation Analyst (CVA)
  • B.S. in International Relations, Michigan State University

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