Brian Katz, CFA

Founder and Chief Executive Officer

As an entrepreneur with an extensive risk management, banking and bank regulatory background, Brian founded Katz Capital in 2011 and has nurtured its growth as CEO ever since. Brian began his career by launching his own business, Bottlebid.com. In 2001, he went on to join the Office of the Comptroller of Currency as an Associate National Bank Examiner, and was involved in capital adequacy and earnings stability reviews, as well as institutional risk and risk management practices examinations. He then joined Goldman Sachs’ Credit Risk Management & Advisory group. His duties included performing credit analysis across multiple industries to determine internal credit ratings and aggregate exposure levels for jointly managed portfolios with $5 billion of exposure.  Brian has also worked in senior vice president roles for two community banks, overseeing loan administration and operations, where he developed problem loan management software, performed problem/non-performing loan analysis and workout, allowance for loan and lease losses determination, capital planning, liquidity planning, and regulatory assistance. Currently, Brian is a board member at Resource Bank, NA and at Camp Grove State Bank, where he serves as board chair.  Brian is a licensed Florida Real Estate Broker Associate, Resident General Lines Insurance Agent and Mortgage Loan Officer. Brian graduated from Washington University in St. Louis in 2000, and received his MBA, as a Millennium Fellow, from George Washington School of Business in 2006.

Charles Cleveland

Chief Operating Officer

Charles joined Katz Capital in 2023 and is the Chief Operating Officer, helping oversee operations across the Katz platform. Charles brings a real estate background to Katz along with a wealth of operations experience from his career in the restaurant industry. Prior to joining Katz, Charles was the Vice President of Operations for PDQ Restaurants where he spent almost a decade helping grow the concept from the ground up. He started at the beginning when the concept was one unit, and at the end of his time he oversaw 32 units in the state of Florida that produced over $75mm in yearly sales. Charles helped create numerous programs and SOPs during his tenure that helped push the company forward during rapid growth, and will look to help do the same at Katz Capital. Charles is also a licensed realtor and mortgage loan originator and has spent his entire life in the Tamp Bay area. He will utilize this blend of operations and real estate to help drive revenue in all of the businesses under the Katz Capital umbrella while creating the operation excellence needed to scale.

Matt Stein

Chief Development Officer

Matt Stein is Chief Development Officer for Katz Capital, responsible for capital raising and strategic initiatives.  Prior to Katz Capital, Matt was Managing Director of Capital Markets for Lingerfelt, responsible for equity capital raising initiatives.  Since 2004, Matt has gained significant experience and expertise in real estate finance, having overseen over $20 billion of capital markets transactions and numerous strategic advisory assignments across all commercial real estate property types for public and private real estate owners.  From 2017-2021, he was the REIT Lending Manager for Raymond James Bank where he oversaw a portfolio of over $2 billion and was responsible for new production of over $1.5 billion.  From 2006-2017, he was Vice President in Real Estate Investment Banking at Raymond James, where he was primarily focused on equity raising, including public offerings and private joint ventures.  Matt is a graduate of the University of Florida with a Bachelor of Science in Finance degree.