New York City · Wealth Management · Professional
Jason Katz
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All-time mentions
6
AI responses in this market that named Jason Katz.
AI coverage
1/4
AI assistants that named this professional across all published research.
All-time assistant breakdown
Every published run for this market is counted here.
| Assistant | Citations |
|---|---|
| ChatGPT | 0 |
| Claude | 0 |
| Gemini | 0 |
| Perplexity | 6 |
Measurement window
All-time results for this market
Responses analyzed
9,024
Responses naming professional
6
Lifetime mention rate
0.1%
These totals cover all analyzed responses for this city and category. The professionals ranking shows the latest dated snapshot.
Buyer questions and AI answers
Simulated buyer questions from Atlas’s test dataset, paired with AI answers that mentioned this firm or professional. Open to see the questions and what was said.
3 AI answers with recorded context · 0 reviewed in context
Atlas asks AI assistants questions written from the perspective of people seeking services in a particular city and situation. Each example connects a simulated buyer question to an answer that named this firm or professional. A name can appear as a recommendation, a related adviser, a comparison, or even an option the assistant advises against.
A mention does not verify services, eligibility or suitability. Context review explains how the name was used; it does not verify the assistant’s claims. Explore the test questions and methodology.
Simulated buyer question · Wealth Management · New York City · Finance I'm 41 in New York City with $1.8M. I don't want an advisor who's going to retire in 5 years — I want someone I can grow with for the next 30. Who are the actua... perplexity/sonar 2026-08-21 15:19:36 How the name appeared: Uncertain Open question and AI answer
What the simulated buyer asked
I'm 41 in New York City with $1.8M. I don't want an advisor who's going to retire in 5 years — I want someone I can grow with for the next 30. Who are the actually-good younger advisors (40s or younger) in this city? Names.
For actually-good younger advisors in NYC, the clearest names from the current rankings/listings are Justin McCarthy (Mariner), Jason Katz (UBS Private Wealth Management), Seth Finkel (Neuberger Berman), and Adam Epstein (UBS Private Wealth Management). A second group with strong public recognition includes Christopher Battaglia, Kyle Olson, Michelle Hanson, and Brian Sliwinski at Merrill; those four were all on Financial Planning’s Top 40 Brokers Under 40 list and are based in New York. [3][6]
- **Justin McCarthy — M…
How to read this mention
The role of this name in the answer is uncertain or has not been reviewed.
Unreviewed contextual evidence; no qualification established.
Market: Wealth Management · New York City · Finance
Factual accuracy: unverified · Practice fit: unknown
Context review: unreviewed. This is separate from practice eligibility and ranking.
No source URLs were recorded for this answer.
Simulated buyer question · Wealth Management · New York City · Finance My advisor's firm just called and said he's leaving the industry and they're 'transitioning' me to some junior guy I've never met. $2.6M in New York City. I don... perplexity/sonar 2026-08-21 15:08:17 How the name appeared: Uncertain Open question and AI answer
What the simulated buyer asked
My advisor's firm just called and said he's leaving the industry and they're 'transitioning' me to some junior guy I've never met. $2.6M in New York City. I don't want the junior guy. Who's a real replacement I can move to this month?
…advisor**, not a junior transition rep. Based on the NYC rankings you provided, the strongest immediate candidates are Lyon Polk at Morgan Stanley Private Wealth Management, Jason Katz at UBS Private Wealth Management, and Richard Saperstein at Treasury Partners.[9]
- Lyon Polk — Morgan Stanley Private Wealth Management: Ranked #1 in NYC with a typical account size of $150M, which signals a very senior ultra-high-net-worth practice.[9]
- Jason Katz — UBS Private Wealth Management: Ranked #4 with a typical account size of …
How to read this mention
The role of this name in the answer is uncertain or has not been reviewed.
Unreviewed contextual evidence; no qualification established.
Market: Wealth Management · New York City · Finance
Factual accuracy: unverified · Practice fit: unknown
Context review: unreviewed. This is separate from practice eligibility and ranking.
No source URLs were recorded for this answer.
Simulated buyer question · Wealth Management · New York City · Finance My advisor's firm just called and said he's leaving the industry and they're 'transitioning' me to some junior guy I've never met. $2.6M in New York City. I don... perplexity/sonar 2026-08-21 15:08:10 How the name appeared: Uncertain Open question and AI answer
What the simulated buyer asked
My advisor's firm just called and said he's leaving the industry and they're 'transitioning' me to some junior guy I've never met. $2.6M in New York City. I don't want the junior guy. Who's a real replacement I can move to this month?
… the most credible “real replacement” options from the results are established private wealth teams rather than a junior-transition desk. The strongest names on the list are Jason Katz (UBS Private Wealth Management), Noel Weil (Merrill Private Wealth Management), Richard Saperstein (Treasury Partners), and Justin McCarthy (Mariner), all of whom appear in Barron’s 2026 NYC rankings with meaningful typical account sizes[9].
If you want someone you can likely move to this month, the best fit from these results is:
- **Jason Katz — UBS…
How to read this mention
The role of this name in the answer is uncertain or has not been reviewed.
Unreviewed contextual evidence; no qualification established.
Market: Wealth Management · New York City · Finance
Factual accuracy: unverified · Practice fit: unknown
Context review: unreviewed. This is separate from practice eligibility and ranking.
No source URLs were recorded for this answer.
Selected examples from the test dataset are shown here. Excerpts show part of an answer; full response records remain part of the audit. Each market has its own question set and sample, so these examples do not establish an overall rank.
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