HCR Wealth Advisors
Michelle Katzen has over a decade of experience in the financial services industry, including being part of the groundbreaking team who was responsible for issuing the world’s first green bond in 2014. The $1.75 billion bond’s net proceeds were used to finance new Toyota and Lexus gas-electric hybrid vehicles and various other green initiatives. Katzen developed an amazing track record in socially responsible investments and has brought that expertise to HCR Wealth Advisors, encouraging the advisory team to consider these alternative investments for client portfolios.
Katzen displays leadership through co-founding and co-managing the investment committee at HCR Wealth Advisors, which collectively manages over $1.5 billion in assets. She has also personally achieved significant growth in AUM over her career. Over the last four years, she has accomplished over 50% growth year over year in AUM and now manages over $320 million for the firm.
Return to Index.
For reprint and licensing requests for this article, CLICK HERE.