Ross Sinclaire & Associates
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Stanley Katz
Job TitleFinancial Advisor
DivisionAsset Management
BiographyMr. Katz, the founder of ClientFirst Financial Strategies, Inc. (a division of Ross, Sinclaire and Associates, LLC), brings more than four decades of finance, investment, and business experience to the firm. Mr. Katz has been providing financial guidance to clients for over 33 years. He has served as a registered representative for Prudential-Bache and Paine Webber. Prior to founding ClientFirst, Mr. Katz served as a principal and portfolio manager at First Alliance Asset Management, one of Dayton's premier investment advisory firms. Born in Dayton, Ohio, Stanley graduated from the University of North Carolina in 1976 with a BS in Business Administration. He holds the FINRA designations of a General Securities Representative (Series 7) and General Securities Principal (Series 24). Stanley has also passed the NASAA Uniform Securities Agent State Law Examination (Series 63).