Gregg J. Katz

Gregg graduated from UMass Dartmouth with a Bachelor of Science in Finance and took a position at BNY Mellon where he built their High-Net-Worth team and redesigned their training material. In 2014, Gregg started his financial services career under the mentorship of his father which was his lifelong dream.

Gregg finds personal satisfaction in helping individuals meet their personal and business goals.   He serves as a resource for his clients and guides them through making financial decisions by identifying life and disability insurance needs, utilizing investment and savings strategies, assisting with debt management planning to pay down student loan and/or credit card debts.

Gregg is an Accredited Investment Fiduciary® and is pursuing his Chartered Financial Consultant® designation through the American College in King of Prussia, PA and is an active member of The Tri-County Chamber of Commerce where he serves as an ambassador and is a founding member of their young professionals networking group, Pulse.

Gregg lives in Grafton with his wife Marie, daughter Maddy, son Jackson and their dog Cardi. Gregg enjoys spending his free time with his family and friends.  His hobbies include playing/coaching in The Upton Men’s softball league, visiting breweries and playing fantasy sports.