Robert Katz
CFP®

Partner, Director of Wealth Strategies

Robert has over thirty years of experience developing and implementing customized strategies which are fully integrated with our clients’ personal investment objectives. To that end, he works proactively with Bainco clients and their other professional advisors on a myriad of tax, estate, and various other planning strategies. As part of the Bainco family office experience we help educate all generations through an internal program called KnowledgeSHARE. We incorporate not only our extensive knowledge of client-centric solutions, but also that of other professional advisors in the wealth management community including tax advisors, estate planning attorneys, insurance professionals, and others. By sharing information, we are able to arm our clients with one of the most powerful assets at their disposal; knowledge.

Outside of Bainco, Robert remains active in numerous charitable organizations. He and his wife live in Boston’s MetroWest and have two children who both graduated from Bryant University. He is passionate about golf, Boston sports, and travel with his family.

Babson College, 1980

Five Star Wealth Manager 2013-2020

Board Member

MetroWest Boys and Girls Club

Citizens Scholarship Foundation

Investment Advisory Representative