Samuel Katz Senior Trust Officer South Florida Private Bank Team

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.

Education

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.

Professional Experience & Areas of Focus

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.

Licenses & Professional Designations

  • Certified Retirement Services Professional (CRSP)
  • Certified Trust and Financial Advisor (CTFA)

Personal & Community Participation

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.