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Joshua Katz

Chief Compliance Officer & Manager of Investment Operations at Affinity Investment Advisors

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Highly analytical finance professional with an MBA and CFA, and 20 years of experience in financial services, consulting, and commercial real estate. Extensive knowledge of investment man...

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AFFINITY INVESTMENT ADVISORS

AFFINITY INVESTMENT ADVISORS

  • description Description
    Affinity Investment Advisors, LLC is a boutique investment advisory firm based in Newport Beach, CA. Driven by a passion to be our clients most trusted equity investment manager, the company ...

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  • Employees count Employees 11-50
  • Revenue Revenue 1 Million to 5 Million
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Affinity Investment Advisors Org Chart and Mapping

Employees

Tianyue Zhang

Associate Portfolio Manager and Research Analyst

David Sugimoto

Senior Portfolio Manager

Alex Hsiao

Outsourced Multi-Asset Advisory Solutions

Joshua Katz

Chief Compliance Officer & Manager of Investment Operations

Frequently Asked Questions Regarding Joshua Katz

Answer: Joshua Katz works for Affinity Investment Advisors as Chief Compliance Officer & Manager of Investment Operations

Answer: Joshua Katz’s role in Affinity Investment Advisors is Chief Compliance Officer & Manager of Investment Operations

Answer: Joshua Katz's email address is j***@gmail.com

Answer: Joshua Katz's business email address is j****@affinityinvestment.com

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Answer: Joshua Katz works in the industry of: Investment Management

Answer: Joshua Katz is the current Chief Compliance Officer & Manager of Investment Operations at Affinity Investment Advisors.... Read More

Answer: Joshua Katz works Affinity Investment Advisors located at 4041 Macarthur BLVD, Newport Beach, California, 92660, United States

Answer: Affinity Investment Advisors's Chief Compliance Officer & Manager of Investment Operations is Joshua Katz

Answer: Joshua Katz contact details:

  • Phone number  :  (***)-***-****
  • Email  :  j****@affinityinvestment.com

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