David Katz is a Principal at Blue Vista and a Portfolio Manager for the firm’s Middle Market equity funds. In this capacity he is responsible for portfolio construction and optimization, investment strategy research, risk management, valuations, asset management, negotiating joint venture economics, and pricing equity for both fund and separate account vehicles.
Prior to joining Blue Vista, David worked for CMD Realty Investors, an owner/operator of office assets nationwide; while at CMD, David held senior positions across multiple disciplines, dividing time between acquisitions, dispositions, and portfolio management. Prior to that, David worked for J.P. Morgan’s telecom investment banking practice, and was the founder/CEO of a software company focused on intellectual capital management.
David earned an MBA from the University of Chicago’s Booth School of Business and a BS in Business Economics from Indiana University.