Charles Bonatakis
- Role
- Senior Vice President, Investments at Raymond James
- Location
- Springfield, MA, US
- LinkedIn followers
- 500 followers
About Charles Bonatakis
Raymond James financial advisors may only conduct business with residents of the states…
Experience
Senior Vice President, Investments
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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