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Fifth Third Private Bank Samuel Katz

Senior Trust Officer

By appointment

About Samuel

Samuel Katz serves as a relationship manager and fiduciary advisor for trust administration and estate planning. Samuel acts impartially in managing and distributing your trust property, while always keeping the interests of you and your beneficiaries in mind.
Sam is a Vice President and Senior Trust Officer. He oversees personal trust, investment agency, custody and estate relationships. He began his work in the industry in 1989 with a trust company, and spent twenty five years there. He then joined Fifth Third Private Bank in early 2015.
Personal Background
Sam is actively involved in local trust & estate planning councils, as well as various leadership roles within Aventura-Turnberry Jewish Center. He lives in the Aventura area with his wife and two children, and serves the South Florida markets in a trust and fiduciary capacity with offices in Miami-Dade, Broward and Palm Beach Counties. Sam also spent considerable time as an exchange student at London School of Economics in specialized programming for International Business.
Sam earned his Bachelor’s degree in Finance from the University of Florida, Gainesville, FL. He then received a Masters in Business Administration with an emphasis in Finance from Florida International University, Miami, FL.
  • CTFA
  • QKA
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About Fifth Third Private Bank

With over 100 years of wealth planning experience, Fifth Third Private Bank delivers access to sophisticated investment solutions and challenges you to achieve the outcomes you desire. Our approach starts by understanding that each client is unique. Using a dedicated team approach, Fifth Third Private Bank collaborates to build plans centered around each individual and family. And because we have found many successful people may leave aspects of their plan unaddressed, our work doesn’t stop there. We continue to help you focus and manage your wealth as our relationship with you progresses.
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