Robert Katz

Robert Katz, CFP®
Partner, Managing Director, Wealth Planning
As the Managing Director in charge of Bainco's Wealth Strategies group, Robert works closely with clients and their advisors to identify, strategize about, and ultimately meet each client’s unique wealth objectives.  Each relationship starts with the development of an Investment Policy Statement (IPS). 

A partial list of Robert's nearly 25 years of planning experience expertise and service to you includes, but is not limited to:

Financial Planning  - Cash flow and budgets, retirement planning, estate planning and income tax analysis.

Investment Management - Experience and access to managed mutual fund portfolio's, ETF programs, and individual asset manager selection.  The key over the years has been developing an asset allocation that meets both your tolerance for financial risk, and your financial reward objectives.  This is a 1:1 approach.

Custody of holdings: -Client assets are custodied at Pershing/BNY Mellon.  Considered the largest custodian of client assets in the USA.  Pershing offers on-line access to your accounts and multiple services for you the client to take advantage of.

EDUCATION
Robert 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. He holds FINRA Series 7, 28, 22, 6 and 63 licenses.