Yan Katz - Email & Phone Number

Financial Representative at The Bulfinch Group

Yan Katz is based out of Greater Boston and works at The Bulfinch Group as Financial Representative.

Yan Katz's Contact Information

Yan Katz's Work email

y*****@bulfin***.com

Valid

Latest update

October 11, 2025

Location

Greater Boston

Yan's current employer

The Bulfinch Group

Description

We are committed to providing a redefined approach to wealth management. Our comprehensive, holistic approach has assisted generations of...

Website

bulfinchgroup.com

HQ Location

Needham, MA, United States

Number of employees

51-200

Industry

Financial Services

Latest update

May 1, 2024

Read about The Bulfinch Group

Frequent questions about Yan Katz

What company is Yan Katz working for?

Yan Katz works for The Bulfinch Group.

What is Yan Katz's function at The Bulfinch Group?

Yan Katz is Financial Representative at The Bulfinch Group.

Where is Yan Katz based?

Yan Katz is based out of Greater Boston.

What is Yan Katz's work email address?

Yan Katz's professional email address is y*****@bulfin***.com

Who are Yan Katz's co-workers?

Yan Katz's colleagues are Kevin Schneider, Thomas Harmon, Leigh McCloskey, Erik Johnson, Nathalia Fernandes, Douglas Reiss, Christine Syner, Justin Plourde, Gracio Garcia, John Akoury, Peter Klay, Fawn Sherman, Jessica Barry, William Herbert, Jonathan Barnett, Bob Furlong, Andrew Altenbach, Amy Lampert, Jenny Hallstroem, Peter Leddy, Jack Reeder, Julie Doucette, Jordan Ellerbe, Emma Leader, Sangita Rousseau, Catherine Kennedy, Dick Howell, Jim Bricker, Dylan Grocer, Barry Zimmerman, Michael Shtifter, Richard Belofsky, Yoon-Hi King, Samuel Bohmiller, Connor Gallivan.

Yan's co-workers

Kevin Schneider

Partner/Executive Vice President

Thomas Harmon

Partner / Senior Vice President

Leigh McCloskey

Director of Client Relations/Financial Advisor

Erik Johnson

Managing Director

Nathalia Fernandes

Director Of Client Relations

Douglas Reiss

Recruiting Director

Christine Syner

Assistant Director of New Business / New Business Case Manager

Justin Plourde

Director of Investment Operations

Gracio Garcia

Director of Investments, AIF

Director Of Operations

Jessica Barry

Executive Assistant

William Herbert

Financial Representative

Jonathan Barnett

Wealth Management Advisor

Bob Furlong

Financial Advisor, Park Avenue Securities

Financial Advisor/Investment Operations Manager

Peter Leddy

Financial Representative

Jack Reeder

Financial Advisor, Park Avenue Securities

Helping individuals, families and business owners achieve financial balance and independence

Financial Representative/Financial Advisor, Park Avenue Securities

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