Jerry Edward Katz

Current Employers

Employment History

• 12/2002 → 10/2025
  Bilkeykatz Investment Consultants, Inc.
  Pittsburgh, PA
• 10/2025 → Present
  Oakmont Capital Management, Llc
  Oakmont, PA

Previous Registrations

• 2013-03-06 → 2025-12-22
  Bilkeykatz Investment Consultants
  Pittsburgh, PA

Other Businesses

Mr. Katz serves on the Board of Directors of the Hebrew Loan Association of Pittsburgh, located at 4905 Fifth Avenue, Pittsburgh, PA 15213. This non-profit organization advances opportunities for people in need by providing interest-free loans; this is not an investment-related business. He dedicates approximately 2 hours a month to this activity, none of which occur during securities trading hours. His duties include approving loans and serving as a member of the Investment Committee. Mr. Katz has held this position since 2023.-- --Mr. Katz serves as a member of the Investment Committee for The Advanced Leadership Institute, located at BNY Mellon Center, 500 Grant St, #4125, Pittsburgh, PA 15219. The Institute provides leadership training to minorities; this is not an investment business. He dedicates approximately 1 hour a month to this activity during securities trading hours. His duties involve serving as a member of the Investment Committee. Mr. Katz has held this position since 2021.-- --Mr. Katz serves as the Treasurer of Bakery Village HOA, located at 5500 Walnut Street, Suite 200 Pittsburgh, PA 15232. This is the homeowners association for a housing community and is not an investment business. He dedicates approximately 3 hours a month to this activity, 1 hour of which occurs during securities trading hours. His duties involve fulfilling treasury functions. Mr. Katz has held this position since 2022.

Exams

• S65 Uniform Investment Adviser Law Examination
  1993-04-12
• S63 Uniform Securities Agent State Law Examination
  1985-04-02

Designations