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.
EducationSam 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 FocusSam 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)