Charles Bonatakis

Role
Senior Vice President, Investments at Raymond James
Location
Springfield, MA, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Charles Bonatakis

Raymond James financial advisors may only conduct business with residents of the states…

Experience

  1. Senior Vice President, Investments

    Raymond James

    Feb 2009 — Present

    See my website for more info: We operate in a fiduciary capacity, employing asset allocation strategies and diversification principles in constructing portfolios. With over 50 years of combined investment experience between my brother John Bonatakis, CERTIFIED FINANCIAL PLANNER™ professional; Associate Vice President, Investments at Raymond James and I, we provide an important edge in opportunistic, tactical, and special situation investing.

Education

  • Wharton Institute

    Business

    1995 — 1997

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Charles Bonatakis — Senior Vice President, Investments at Raymond James in Springfield, MA, US | Unifers