Robert Katz Email & Phone Number
Partner @ Cerity Partners
5 free lookup(s).
No credit card required.
Robert Katz Location
- Marlborough, MA, US
Robert Katz Work
- 2021 - now Partner @
- 1993 - 2021 Partner, Director of Wealth Strategies, CFP @
- 1985 - 1992 Vice President of Financial Planning @ Pell Rudman
Robert Katz Education
- Bentley 1984 - 1986
- Babson College
Bachelor Of Science (Finance)
1976 - 1980 - Hall High School
Robert Katz Skills
- High Net Worth Individuals
- Series 63
- Family Office
- Personal Trust Administration
- Concentrated Stock Management
- Compliance
- Charitable Gift Planning
- Financial Advisory
- Wealth Management
- Mutual Funds
- Financial Modeling
- Financial Planners
- Private Equity
- Investments
- Fixed Income
- New Business Development
- Retirement Planning
- Income Tax
- Bloomberg
- Estate Planning
- Series 7
- Portfolio Management
- Strategic Financial Planning
- Wealth
- Management
- Financial Planning
Robert Katz Summary
- Robert Katz, based in Marlborough, MA, US, is currently a Partner at HPM Partners LLC. Robert Katz brings experience from previous roles at Bainco International Investors and Pell Rudman. Robert Katz holds a 1984 - 1986 Bentley. With a robust skill set that includes High Net Worth Individuals, Series 63, Family Office, Personal Trust Administration, Concentrated Stock Management and more. Robert Katz has 1 emails on RocketReach.
5 free lookup(s).
No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Looking for a different Robert Katz?
Find contact details for 700 million professionals.
Others Named Robert Katz
Robert Katz
Executive Vice President and General Counsel
Saint Petersburg, FL, US
Robert Katz
MANAGING DIRECTOR
Framingham, MA, US
Robert Katz
Chief Executive Officer
Johannesburg, GP, ZA
Robert Katz
Managing Director
Philadelphia, PA, US
Robert Katz
CEO
Florida, United States
Robert Katz
Partner
New York, NY, US
Robert Katz
CEO and Executive Director
Cape Canaveral, FL, US
Top Cerity Partners Employees
Robert Jeffers
Chief Operating Officer
Cohasset, MA, US
Salvatore Russo
Partner
New York, NY, US
Benjamin Pace
Partner and Chief Economist
New York, NY, US
Matthew McKenna
Partner
New York, NY, US
Nicole Fox
Partner
New York, NY, US
Kurt Miscinski
Founder and Chief Executive Officer
New York, NY, US
Darlene Dahl
Managing Director, Senior Client Advisor
Boston, MA, US
Stefan Ludlow
Chief Technology Officer
Philadelphia, PA, US
Adam Hills
President - Cerity Partners International
Saratoga Springs, NY, US
Jason Waters
Managing Partner Kentucky Market
Elizabethtown, KY, US
Jack Taylor
Partner
New York, NY, US
Stephen Lauck
Chairman and Portfolio Manager
San Francisco, CA, US
Robert Bingham
Co-Founder
San Francisco, CA, US
Art Prostick
Chief Compliance Officer
Albany, NY, US
Ashley Guerra
Chief Compliance Officer
Pasadena, CA, US
How It Works
Get a Free Account
Sign up for a free account. No credit card required. Up to 5 free lookups. 
Search the #1 Contact Database
Get contact details of over 700M profiles across 60M companies - all with industry-leading accuracy. Sales and Recruiter users, try out our Email Finder Extension. 
Use our AI-Powered Email Finder
Find business and personal emails and mobile phone numbers with exclusive coverage across niche job titles, industries, and more for unparalleled targeting. Also available via our Contact Data API. 
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co