Mitch A. Katz

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Finance

Consumer Services

Profile

Mitch A. Katz worked as an Assistant Vice President at Cramer Rosenthal McGlynn LLC, a Principal at UBS Securities LLC, and a Principal at Arbor Partners LLC.
He received an undergraduate degree from Washington University in St. Louis in 1989 and an MBA from Cornell University in 1994.

Former positions of Mitch A. Katz

Companies	Position	End
Arbor Partners LLC Arbor Partners LLC Investment ManagersFinance Arbor Partners invests in companies located in the United States, primarily in Midwest region. The firm focuses on software, semiconductor and advanced materials technologies. It provides financing for early and growth stage capital requirements with an initial investment size ranges between USD 0.5 to 2 million, with the expectation that we may invest up to USD 4.0 million over the life of the company. It acts as the lead investor and also makes co-investments.	Corporate Officer/Principal	-
UBS Securities LLC UBS Securities LLC Investment Banks/BrokersFinance Provides brokerage services	Corporate Officer/Principal	-
Cramer Rosenthal McGlynn LLC Cramer Rosenthal McGlynn LLC Investment ManagersFinance CRM typically manages accounts in accordance with its overall investment style focused on a relative value-oriented investment philosophy which is designed to outperform the broad market and pertinent indices over a full market cycle by participating in good market periods and limiting declines in poor periods. They view investment prospects on a long-term basis. The firm systematically and consistently incorporate ESG factors into their research process and portfolio construction as they believe ESG integration complements their fundamental, bottom-up investment style and provide a more complete picture of a company.	Trading-Equity	-

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Linked companies

Private companies	5
Washington University in St. Louis Washington University in St. Louis Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Cramer Rosenthal McGlynn LLC Cramer Rosenthal McGlynn LLC Investment ManagersFinance CRM typically manages accounts in accordance with its overall investment style focused on a relative value-oriented investment philosophy which is designed to outperform the broad market and pertinent indices over a full market cycle by participating in good market periods and limiting declines in poor periods. They view investment prospects on a long-term basis. The firm systematically and consistently incorporate ESG factors into their research process and portfolio construction as they believe ESG integration complements their fundamental, bottom-up investment style and provide a more complete picture of a company.	Finance
UBS Securities LLC UBS Securities LLC Investment Banks/BrokersFinance Provides brokerage services	Finance
Arbor Partners LLC Arbor Partners LLC Investment ManagersFinance Arbor Partners invests in companies located in the United States, primarily in Midwest region. The firm focuses on software, semiconductor and advanced materials technologies. It provides financing for early and growth stage capital requirements with an initial investment size ranges between USD 0.5 to 2 million, with the expectation that we may invest up to USD 4.0 million over the life of the company. It acts as the lead investor and also makes co-investments.	Finance
Cornell University Cornell University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services