Raymond Bovich, Cfa
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Raymond Bovich, Cfa Email & Phone Number

Wealth Manager for small business owners, self-employed professionals, purpose driven businesses and families with multi-generational wealth. at Wooster Square Advisors LLC
Location: New York City Metropolitan Area, United States 14 work roles 4 schools
1 work email found @snet.net 6 phones found area 860, 203, and 480 LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 6 phones

Work email r****@snet.net
Direct phone (860) ***-****
LinkedIn Profile matched
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Current company
Wooster Square Advisors LLC
Role
Wealth Manager for small business owners, self-employed professionals, purpose driven businesses and families with multi-generational wealth.
Location
New York City Metropolitan Area, United States

Who is Raymond Bovich, Cfa? Overview

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Raymond Bovich, Cfa is listed as Wealth Manager for small business owners, self-employed professionals, purpose driven businesses and families with multi-generational wealth. at Wooster Square Advisors LLC, based in New York City Metropolitan Area, United States. AeroLeads shows a work email signal at snet.net, phone signal with area code 860, 203, 480, and a matched LinkedIn profile for Raymond Bovich, Cfa.

Raymond Bovich, Cfa previously worked as Partner, Wealth Manager at Wooster Square Advisors Llc and Director of Wealth Management at Aegis Wealth Partners. Raymond Bovich, Cfa holds Cfa, Chartered Fiancial Analyst from Cfa Institute.

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Email format at Wooster Square Advisors LLC

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*@snet.net
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About Raymond Bovich, Cfa

470 James Street, New Haven, CT 06513.Securities and advisory services offered through Ceteral Advisors Networks LLC, member FINRA/SIPC, a broker/dealer and Registered Investment Advisor. Cetera is under separate ownership from any other named entity.

Listed skills include Investments, Mutual Funds, Fixed Income, Investment Strategies, and 17 others.

Current workplace

Raymond Bovich, Cfa's current company

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Wooster Square Advisors LLC
Wooster Square Advisors Llc
Wealth Manager for small business owners, self-employed professionals, purpose driven businesses and families with multi-generational wealth.
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14 roles · 44 years

Raymond Bovich, Cfa work experience

A career timeline built from the work history available for this profile.

Partner, Wealth Manager

Current
Wooster Square Advisors Llc

New Haven, Connecticut, United States

My clients are affluent investors and business owners. My team and I develop and implement investment strategies to meet the needs and goals of the client, their families and their employees. Our process is highly engaged and begins with an in-depth discovery meeting. Client values are at the forefront of every plan and piece of advice that we deliver. We are dedicated to understanding our clients and their goals in order to create a customized wealth management strategy.

Feb 2023 - Present

Director Of Wealth Management

Aegis Wealth Partners
Oct 2014 - Feb 2023

Financial Advisor

Merrill Lynch

Hartford, Connecticut Area

Nov 2010 - Jun 2012

Senior Sales & Marketing Specialist -

Investment Management Professional

Alternative Investments - - Funds of Hedge Funds - Private Equity - Real EstateActive Fixed IncomeInternational & Non-Dollar

Oct 2009 - Oct 2010

Vice President

Bank Of New York Asset Management

BNY Alternative Investments

2004 - Aug 2007

Vice President

Morgan Stanley Dean Witter
1995 - 1996 ~1 yr

Vice President

Deutsche Bank Securities
1992 - 1995 ~3 yrs

Vice President

Swiss Bank Securities
1991 - 1992 ~1 yr
4 education records

Raymond Bovich, Cfa education

Cfa, Chartered Fiancial Analyst

Cfa Institute

Bachelor'S Degree, Mathematics

Fordham University

Activities and Societies: Fordham RugbyClub

Ba, Mathematics

Fordham University

Education record

The Morgan School
FAQ

Frequently asked questions about Raymond Bovich, Cfa

Quick answers generated from the profile data available on this page.

What company does Raymond Bovich, Cfa work for?

Raymond Bovich, Cfa works for Wooster Square Advisors LLC.

What is Raymond Bovich, Cfa's role at Wooster Square Advisors LLC?

Raymond Bovich, Cfa is listed as Wealth Manager for small business owners, self-employed professionals, purpose driven businesses and families with multi-generational wealth. at Wooster Square Advisors LLC.

What is Raymond Bovich, Cfa's email address?

AeroLeads has found 1 work email signal at @snet.net for Raymond Bovich, Cfa at Wooster Square Advisors LLC.

What is Raymond Bovich, Cfa's phone number?

AeroLeads has found 6 phone signal(s) with area code 860, 203, 480 for Raymond Bovich, Cfa at Wooster Square Advisors LLC.

Where is Raymond Bovich, Cfa based?

Raymond Bovich, Cfa is based in New York City Metropolitan Area, United States while working with Wooster Square Advisors LLC.

What companies has Raymond Bovich, Cfa worked for?

Raymond Bovich, Cfa has worked for Wooster Square Advisors Llc, Aegis Wealth Partners, Wells Fargo Advisors, Merrill Lynch, and Investment Management Professional.

How can I contact Raymond Bovich, Cfa?

You can use AeroLeads to view verified contact signals for Raymond Bovich, Cfa at Wooster Square Advisors LLC, including work email, phone, and LinkedIn data when available.

What schools did Raymond Bovich, Cfa attend?

Raymond Bovich, Cfa holds Cfa, Chartered Fiancial Analyst from Cfa Institute.

What skills is Raymond Bovich, Cfa known for?

Raymond Bovich, Cfa is listed with skills including Investments, Mutual Funds, Fixed Income, Investment Strategies, Securities, Hedge Funds, Capital Markets, and Equities.

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