Bridget Katz 161-WEB

Bridget Katz

Director of Client Experience

Bridget Katz has worked in the financial services industry for over 18 years.  After graduating from the University of Denver’s Daniels College of Business, Bridget worked in client service for Jackson National Life, servicing their most important advisor relationships. Based on her client service strengths, Bridget was asked to join Curian Capital, a $10 billion RIA and subsidiary of Jackson National Life, where she provided concierge services to Curian’s top advisors across the country.  Bridget later joined CoBiz Private Wealth as a Private Client Relationship Specialist, where she built relationships with HNW and UHNW clients.  Bridget jumped at the opportunity to bring her skillset to UX Wealth Partners and return to servicing advisors and providing them with cutting edge solutions.  Bridget’s experiences have provided a holistic view of the financial industry and a deep understanding of RIA operations that emphasize a commitment to service and diligence for advisors and their clients. Bridget’s experience provides her with the ability to help advisors and their staff create elegant solutions to better serve clients and streamline operations. Bridget is a Colorado native and she enjoys spending time with her husband and daughter, skiing, cycling, and reading.

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