Valerie A. Katz
Senior Client Officer
Valerie Katz is a Senior Client Officer at RWA. Val has over 35 years of experience in wealth management, where her career has focused on serving the needs of successful individuals, families, endowments, and foundations. Val works with clients to help manage the planning and administrative aspects of their wealth and is dedicated to the highest level of client service. Val partners with RWA investment and financial planning professionals, trustees, and clients’ external advisors to ensure that a comprehensive and customized wealth plan is established and implemented.
Before joining RWA, Val spent 30 years at Ropes & Gray LLP in Trust Administration and Trust Operations. Val held positions of Senior Trust Client Service Administrator and Portfolio Trader.
Val is a graduate of Cannon Trust School and enjoys ballroom dance classes in her spare time.