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David Katz has a strong background in the investment industry, with experience at reputable companies. David worked as the Head of Institutional at Virtus Investment Partners, where they oversaw various investment managers and their offerings. Prior to that, they served as President & COO at Larch Lane Advisors LLC, focusing on managing alternative portfolios. David was also a Co-Founder of Rocaton Investment Advisors, providing advisory services to institutional investors. David started their career as a Managing Director at Barra RogersCasey and an Associate at Goldman, Sachs & Co.

David Katz attended the University of Pennsylvania from 1985 to 1989, where they obtained a Bachelor of Arts degree. David then pursued further education at the NYU Stern School of Business from 1991 to 1995, earning a Master of Business Administration degree with a specialization in Finance.