Robert Katz Email & Phone Number
Partner @ Cerity Partners
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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.
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