Jerry Katz, CFA, Senior Consultant and a founder of BilkeyKatz, has more than two decades of investment consulting experience, as well as in-depth experience on the plan sponsor side. He began his career with Butcher & Singer’s Fiduciary Consulting Group and worked at Terry Bilkey’s former consulting firm for 15 years, managing more than 35 client relationships as a Senior Consultant. Jerry moved to DQE Inc., where he served as General Manager – Trust Investments & Risk Manager, before founding BilkeyKatz in 2002. Jerry received his bachelor’s degree from the University of Southern California and his MBA from New York University. Jerry has earned the Chartered Financial