David Katz is a Managing Principal at Blue Vista and Co-Head of the firm’s Equity Group. David is responsible for the oversight of commercial asset management and portfolio management for multiple Blue Vista funds totaling over $5.0 billion of market capitalization. David’s responsibilities include strategy execution, investment research, risk management, fair market valuations, and investor reporting. David is also a member of the firm’s Equity Investment and Management Committees.
Prior to joining Blue Vista, David worked for CMD Realty Investors, an owner/operator of office assets nationwide. Prior to that, David worked for J.P. Morgan’s telecom investment banking practice and was also the founder/CEO of a software company focused on intellectual capital management.
David earned an MBA, with concentrations in finance and entrepreneurship, from the University of Chicago’s Booth School of Business and a BS in Business Economics and Public Policy from Indiana University’s Kelley School of Business. In addition, David is on the Board of Directors of Spinnaker Insurance Company, a subsidiary of Hippo Insurance (NYSE: HIPO).