Sharon Katz

Sharon has been working behind the scenes at Blue Chip Financial since its inception in 1998.  Integral in creating our company, she handles all administrative, operative and technological functions and any special projects that arise in the day to day functioning of our firm.

She earned her Bachelor of Science degree in finance from Long Island University and her Master’s in Business Administration in finance with a concentration in investment management from Fordham University's Graduate School of Business.  Prior to opening Blue Chip Financial, Sharon spent almost a decade at Ark Asset Management, formerly Lehman Management Company, a wholly owned subsidiary of Lehman Brothers, as a research analyst and assistant portfolio manager and two years at Gateway Asset Management Company, a wealth management investment advisory firm as a portfolio manager and equity analyst.

Sharon has served on the Board of Directors of the Stamford Jewish Community Center, The Center Women, and Parent Teacher Organizations and has worked with several fundraising committees for other organizations.  She enjoys her family, her dog, movies, and exercise and is hoping to improve her yoga practice one of these days.