Mr. David J. Katz A West Point graduate, he served in the US Army as an infantry officer and Green Beret Team Leader. After active service, he obtained an M.S. at Carnegie Tech and subsequently worked as an institutional investor in venture capital and private equity in the Special Investments division of Mellon Bank’s Private Asset Management (PAM). He was the Assistant Director of the State Employees Retirement Systems (SERS) of Pennsylvania. As
Director of Private Equity at Schott Capital Management, a San Francisco bouquet investment firm, he advised and managed more than $850M in private equity investments. He then founded his own registered advisory firm, KATCO, that provided advanced analytics on more than $3 billion of clients’ private equity investments. Recruited to become the VP of Development at Round1, a private equity Fintech company, he developed analytic products and services for investors, entrepreneurs and lawyers. After 2009, Mr. Katz returned to DoD as a contractor.