Katz is the second person to join the firm’s wealth management arm this week, closely following the appointment of Richard Cunningham as director of investment strategy and research on Monday.

According to a statement, Katz will lead strategic and tactical planning, sales development and market share growth while managing the wealth advisory team. Prior to joining Opes, he held group vice president positions for over 10 years at Fisher Investments, leading their sales, trading and investment operations, and research divisions. 

Opes provides advisory services in wealth and investment management through several offices in California.