Robert G. KatzAssociate Vice President - Investment Officer
Robert has been a financial consultant since 1984. He works closely with the team to help create comprehensive wealth planning strategies for individuals, families, and business owners, and then relies on over 30 years of analytical experience to design a disciplined portfolio strategy that will help clients achieve their long term goals.
Robert began his investment career with Dean Witter Reynolds. In 1988 he joined Shearson Lehman Brothers, now Morgan Stanley. In 2010 he joined Wells Fargo Advisors. He holds a bachelors degree in economics from the Wharton School of the University of Pennsylvania, and holds the FINRA series 7, 63, and 65 registrations. Before entering the financial services industry, he worked for the American Broadcasting Company, and managed a family business.
Robert is a Rochester native. He has volunteered for the Boys and Girls Club and the Jewish Community Federation. He served on the Board of Directors of the JCC of Greater Rochester, and also served as vice-president of Irondequoit Country Club. A resident of Pittsford NY, Robert enjoys family, travel, golf, skiing, fitness, and the outdoors.