Jonathan Katz

Senior Bank Solutions Director, Fundation
Jonathan Katz
Jonathan Katz is Senior Bank Solutions Director, responsible for cultivating, executing and managing partnerships with large and mid-sized regional banks. Through these partnerships, Fundation underwrites, originates and holds on its balance sheet loans to a wide variety of small businesses throughout the United States. Prior to Fundation, Jon spent over 10 years as an equity research analyst at Surveyor Capital, Morgan Stanley, and BMO Capital Markets. He focused primarily on super-regional, regional, and community banks, with a secondary focus on non-bank consumer and marketplace lenders.