Charles Katter Email & Phone Number

Charles Katter Email & Phone Number

First Vice President, Financial Advisor with The 1842 Group @ Morgan Stanley

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Charles Katter's Location

New York, NY, US

Charles Katter's Work

Charles Katter's Education

  • Penn State Smeal MBA Program

    MBA (Finance)

    1976 - 1978
  • University of Notre Dame

    BBA (Accounting)

    1971 - 1975

Charles Katter's Skills

  • Series 7
  • Series 63
  • Retirement Planning
  • Investments
  • Retirement Plans
  • Retirement
  • Wealth Management
  • Mutual Funds
  • Asset Allocation
  • Separately Managed Accounts

Charles Katter's Summary

Charles Katter, based in New York, NY, US, is currently a First Vice President, Financial Advisor with The 1842 Group at Morgan Stanley, bringing experience from previous roles at United Technologies. Charles Katter holds a 1976 - 1978 MBA in Finance @ Penn State Smeal MBA Program. With a robust skill set that includes Series 7, Series 63, Retirement Planning, Investments, Retirement Plans and more, Charles Katter contributes valuable insights to the industry. Charles Katter has 1 email on RocketReach.
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