Robert Katz Email & Phone Number
Partner @ Cerity Partners
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Robert Katz Location
- Marlborough, MA, US
Robert Katz Work
- Partner @ (January 2021 - Present)
- Partner, Director of Wealth Strategies, CFP @ (January 1993 - January 2021)
- Vice President of Financial Planning @ Pell Rudman (January 1985 - December 1992)
Robert Katz Education
- Bentley 1984-1986
- Babson College
Bachelor Of Science (Finance)
1976-1980 - Hall High School
Robert Katz Skills
- Bloomberg
- Charitable Gift Planning
- Compliance
- Concentrated Stock Management
- Estate Planning
- Family Office
- Financial Advisory
- Financial Modeling
- Financial Planners
- Financial Planning
- Fixed Income
- High Net Worth Individuals
- Income Tax
- Investments
- Management
- Mutual Funds
- New Business Development
- Personal Trust Administration
- Portfolio Management
- Private Equity
- Retirement Planning
- Series 63
- Series 7
- Strategic Financial Planning
- Wealth
- Wealth Management
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 Bloomberg, Charitable Gift Planning, Compliance, Concentrated Stock Management, Estate Planning and more. Robert Katz has 1 emails on RocketReach.
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