Ileen Katz

Senior Executive Assistant

38 years of experience

26 years at Bristol

Senior Executive Assistant, joined John W. Bristol & Co. in 1995 after working at Forstmann-Leff Associates for nine years, the last five years as Executive Assistant to the Chief Operating Officer and Marketing Director. Prior to that she was with Berg Harmon Associates for five years working in Investor Relations. Ileen attended Boston University and majored in Speech-Language and Hearing Sciences. Ileen has a Series 7 and Series 63 license, and her primary responsibilities at the firm are creating client meeting materials, communications with clients and general partner support.