![Robert G. Katz](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Robert G. Katz
Plus aucun poste en cours
Finance
Consumer Services
Profil
Mr. Katz joined Bainco International Investors in 1993 from Pell, Rudman, where he was Vice President of Financial Planning.
He is a member of the Financial Planning Association as well as the Boston Estate Planning Council, has been a Marlboro City Councilor since 1998, and is a founding member of the Marlboro 2010 Initiative.
He earned a BS degree in Investments and Finance, with an emphasis in Accounting, from Babson College, and his Certified Financial Planner certification through Bentley College.
Anciens postes connus de Robert G. Katz
| Sociétés | Poste | Fin |
|---|---|---|
CIBC Private Wealth Advisors, Inc.
 CIBC Private Wealth Advisors, Inc. Investment ManagersFinance CPWA offers a broad opportunity set across asset classes, global geographic regions and managers because in their experience, they found this to be the best way to preserve and grow a client’s assets. The firm has an investment policy committee that oversees their investment policies and strategies. They utilize both fundamental and technical analysis to determine their recommendations and fulfill their respective responsibilities. | Corporate Officer/Principal | - |
Bainco International Investors LLC
 Bainco International Investors LLC Investment ManagersFinance Bainco manages client portfolios in a tax sensitive manner, considering such issues as state of residence, AMT status, effective tax rate, loss carry-forwards, current year gains/losses, and charitable giving, to name just a few. The firm’s approach to asset allocation encompasses complementary components including strategic long-term asset allocation and tactical asset allocation. Their investment philosophy regards asset allocation and asset class diversification as the most important drivers in a portfolio's return/risk profile. A combination of value and growth and opportunistic investments are combined in a manner designed to increase returns and decrease risk. | Corporate Officer/Principal | - |
Formation de Robert G. Katz
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Bainco International Investors LLC
Bainco International Investors LLC Investment ManagersFinance Bainco manages client portfolios in a tax sensitive manner, considering such issues as state of residence, AMT status, effective tax rate, loss carry-forwards, current year gains/losses, and charitable giving, to name just a few. The firm’s approach to asset allocation encompasses complementary components including strategic long-term asset allocation and tactical asset allocation. Their investment philosophy regards asset allocation and asset class diversification as the most important drivers in a portfolio's return/risk profile. A combination of value and growth and opportunistic investments are combined in a manner designed to increase returns and decrease risk. | Finance |
CIBC Private Wealth Advisors, Inc.
CIBC Private Wealth Advisors, Inc. Investment ManagersFinance CPWA offers a broad opportunity set across asset classes, global geographic regions and managers because in their experience, they found this to be the best way to preserve and grow a client’s assets. The firm has an investment policy committee that oversees their investment policies and strategies. They utilize both fundamental and technical analysis to determine their recommendations and fulfill their respective responsibilities. | Finance |
Babson College
 Babson College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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