Personal Info
Yan J Katz began his career in financial service in 2005 in the Hedge Fund Industry working with family offices and outside HNW investors. In 2007, Yan and his partners launch Motak Capital with a vision to bring together strategies involving the three distinct areas of insurance, investments and real estate under a single investment vehicle. When in 2008, coupled with the financial crisis one of the business partners unexpectedly passed away (Yan’s father), he realized there was a different need for planning beyond simply pursuing returns.
Through personal experience, frustration and reflection, Yan maintained the determination to stay on the entrepreneurial side, while building a team to create a family office like approach to holistic financial planning. HUB Wealth Strategies was formed to serve individuals, families and private businesses, for those who desire a multi-discipline approach to their financial well being and planning, where they centralize and coordinate strategic choices in optimizing outcomes. Grounded in always putting the clients interest first, Yan’s mission is simple in as he describes, “facilitating a constant state of financial confidence, empowerment and freedom for our clients.”
Yan’s interests outside of HWS, include being an advocate for Dana Farber and the Jimmy Fund, volunteering on the board for Zoo New England, and his addiction to golf. His true passions and meaning in his life are his three ladies as he describes them, his wife Natalie and daughters Gabriella and Avianna.
Yan is a Cum laude graduate of Babson College with a double major in marketing and entrepreneurship, and resident of Winchester, MA.
Registered Representative & Investment Advisor of Park Avenue Securities, Financial Representative of Guardian. CA Insurance License #OL73523