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Bullish on the long view

Are we steadfast in our commitment to honesty, integrity and excellence? Absolutely. Do we take pride in our patient, value-oriented, long view approach? Without a doubt. We’ve found great success in diligently forging our own unique path. 

Patience. Experience. Focusing on the long view. They all add up to the confidence to craft and execute upon customized non-correlated investment theses. At Katz Capital, we take a multi-strategy, value-oriented approach to analytical investing, with the goal to build consistent returns over the long run. We focus on investing in the broader real estate and financial services sectors in strategic locations throughout Florida, Illinois, and the United States, and augmenting returns with non-capital intensive operations. Our goal is to strive towards consistently building wealth for our investors over a broad time horizon.

Focused on risk.
Committed to return.

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

Senior Vice President

Charles joined Katz Capital in 2023 and is the Senior Vice President, 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.

Crystal DiJoseph, CPA

Chief Financial Officer

Crystal joined the team in 2019 and is the CFO for Katz Capital and its portfolio companies. Crystal brings significant fund, real estate, and technology experience with a mix of public and private accounting and a focus on operational excellence. She is intimately familiar with small to large private equity and real estate products and related deal structuring, strategies, performance analysis and fees. She manages the financial reporting and treasury processes and is heavily involved in investor relations and strategy formation.  Prior to joining Katz Capital, Mrs. DiJoseph served as the Fund Controller for a national private equity real estate investment firm, with $1.5B in AUM at its peak. During her time there, she assisted with fund launches & wind-downs, joint venture fee & waterfall structuring, and FP&A functions. She led a team of superior accounting professionals and was responsible for the investor relations function, deal accounting, management reporting, and quarterly reporting for approximately 45 joint venture deals and four private real estate funds.  Prior to this, she was a Manager at PricewaterhouseCoopers. She served domestic and international private equity, hedge, mutual and real estate fund clients. She also participated in PwC’s national engagement quality review program where she reviewed testing for the firm’s largest clients. Prior to PwC, she also served as a financial advisor for USAA Investment Company where she held her series 7 and FL 2-15 licenses.

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.

David Wiener

Chief Financial Officer for Financial and Insurance Services

David joined Katz Capital in 2020 as Chief Financial Officer for the Insurance and Financial Services verticals. David has well over 25 years of financial and operational leadership, domestic and international, developed within the Financial Services, Insurance, Manufacturing, and Publishing industries. Prior to joining Katz Capital, David was Chief Financial and Chief Operating Officer for American European Insurance Group, a north east regional P&C company. Driven by a commitment to excellence in the areas of financial management, reporting, treasury, M&A and leadership of HR, IT, Claims, Legal and Office Services, David is most driven by mentoring the leaders of tomorrow through development of talent within the organization. He has a Bachelor of Science in Accounting as well as his MBA in Finance from St. John’s University, Tobin College of Business in New York.

Staying ahead of the herd.

Katz Capital’s real estate private equity services involve the direct owning of real estate and taking derivative exposure to real estate by issuing mortgages to investor-borrowers to refinance and rehabilitate multi-family, single-family and commercial properties. Seeking stable returns, our focus is attractive real estate markets within Florida that exhibit positive demographic trends.

To enhance control for our investors and ourselves, we take it a step further. In addition to Katz Capital’s investment and lending expertise, we provide real estate-related services that include brokerage, insurance, property management and title through our Pineywoods organization.

Strong strategy. Broad platform.

Our private equity portfolio is well diversified with investments spread across targeted real estate and financial services oriented ventures.