David Katz

Analyst-Equity at

Jefferies LLC

Finance

Consumer Services

Commercial Services

Profile

David Katz is currently an Equity Analyst at Jefferies LLC since 2025.
Formerly, Mr. Katz was Managing Director at CIBC World Markets Corp.
(Old) from 2001 to 2007, Managing Director & Senior Equity Research Analyst at Jefferies LLC from 2010 to 2011, Managing Director at Oppenheimer & Co., Inc. (Broker) from 2008 to 2010, Managing Director & Senior Research Analyst at Telsey Advisory Group LLC from 2015 to 2017, Principal at Merrill Lynch & Co., Inc., and Managing Partner at GreyCap Advisors LLC from 2012 to 2015.
Education includes undergraduate studies at Lehigh University and an MBA from Columbia Business School.

David Katz active positions

Companies	Position	Start
Jefferies LLC Jefferies LLC Investment Banks/BrokersFinance Provides brokerage services	Analyst-Equity	01/11/2017

All active positions of David Katz

Former positions of David Katz

Companies	Position	End
Telsey Advisory Group LLC Telsey Advisory Group LLC Investment Banks/BrokersFinance Provides brokerage services	Analyst-Equity	01/11/2017
GreyCap Advisors LLC GreyCap Advisors LLC Miscellaneous Commercial ServicesCommercial Services Provides business consulting and strategic advisory services	Corporate Officer/Principal	01/02/2015
Jefferies LLC Jefferies LLC Investment Banks/BrokersFinance Provides brokerage services	Analyst-Equity	31/12/2011
Oppenheimer & Co., Inc. (Broker) Oppenheimer & Co., Inc. (Broker) Investment Banks/BrokersFinance Provides brokerage services	Analyst-Equity	31/03/2010
CIBC World Markets Corp. (Old) CIBC World Markets Corp. (Old) Financial ConglomeratesFinance Provides financial services	Analyst-Equity	31/12/2007

See the detail of David Katz's experience

Training of David Katz

Experiences
Positions held

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Private companies

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Linked companies

Private companies	8
CIBC World Markets Corp. (Old) CIBC World Markets Corp. (Old) Financial ConglomeratesFinance Provides financial services	Finance
Jefferies LLC Jefferies LLC Investment Banks/BrokersFinance Provides brokerage services	Finance
Oppenheimer & Co., Inc. (Broker) Oppenheimer & Co., Inc. (Broker) Investment Banks/BrokersFinance Provides brokerage services	Finance
Lehigh University Lehigh University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Telsey Advisory Group LLC Telsey Advisory Group LLC Investment Banks/BrokersFinance Provides brokerage services	Finance
Merrill Lynch & Co., Inc. Merrill Lynch & Co., Inc. Investment ManagersFinance Provides wealth management, securities trading and sales, corporate finance and investment banking services	Finance
Columbia Business School Columbia Business School Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
GreyCap Advisors LLC GreyCap Advisors LLC Miscellaneous Commercial ServicesCommercial Services Provides business consulting and strategic advisory services	Commercial Services

See company connections