Raymond Bovich, Cfa

Raymond Bovich, Cfa Email and Phone Number

Wealth Manager for small business owners, self-employed professionals, purpose driven businesses and families with multi-generational wealth. @ Wooster Square Advisors LLC
Raymond Bovich, Cfa's Location
New York City Metropolitan Area, United States
Raymond Bovich, Cfa's Contact Details

Raymond Bovich, Cfa work email

Raymond Bovich, Cfa personal email

n/a
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.

Raymond Bovich, Cfa's Current Company Details
Wooster Square Advisors LLC

Wooster Square Advisors Llc

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Wealth Manager for small business owners, self-employed professionals, purpose driven businesses and families with multi-generational wealth.
Raymond Bovich, Cfa Work Experience Details
  • Wooster Square Advisors Llc
    Partner, Wealth Manager
    Wooster Square Advisors Llc Feb 2023 - Present
    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.
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  • Aegis Wealth Partners
    Director Of Wealth Management
    Aegis Wealth Partners Oct 2014 - Feb 2023
  • Wells Fargo Advisors
    Financial Advisor
    Wells Fargo Advisors Aug 2012 - Sep 2014
    Essex, Ct
    View
  • Merrill Lynch
    Financial Advisor
    Merrill Lynch Nov 2010 - Jun 2012
    Hartford, Connecticut Area
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  • Investment Management Professional
    Senior Sales & Marketing Specialist -
    Investment Management Professional Oct 2009 - Oct 2010
    Alternative Investments - - Funds of Hedge Funds - Private Equity - Real EstateActive Fixed IncomeInternational & Non-Dollar
  • Standish Mellon Asset Management
    Vice President & Senior Relationship Manager
    Standish Mellon Asset Management Aug 2007 - Sep 2010
    Product Specialist, Senior Relationship Manager
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  • Bank Of New York Asset Management
    Vice President
    Bank Of New York Asset Management 2004 - Aug 2007
    BNY Alternative Investments
  • Calamos Investments
    Vice President/Institutional Director
    Calamos Investments 1998 - 2003
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  • Ss&C Technologies
    National Accounts Executive
    Ss&C Technologies 1997 - 1998
    View
  • Dean Witter
    Vice President
    Dean Witter 1995 - 1996
    View
  • Morgan Stanley Dean Witter
    Vice President
    Morgan Stanley Dean Witter 1995 - 1996
  • Deutsche Bank Securities
    Vice President
    Deutsche Bank Securities 1992 - 1995
  • Swiss Bank Securities
    Vice President
    Swiss Bank Securities 1991 - 1992
  • Bankers Trust
    Vice President
    Bankers Trust 1983 - 1991
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Raymond Bovich, Cfa Skills

Investments Mutual Funds Fixed Income Investment Strategies Securities Hedge Funds Capital Markets Equities Financial Advisory Finance Asset Allocation Series 7 Wealth Management Series 63 Investment Management Risk Management Retirement Investment Banking Wealth Financial Markets Fixed Annuities

Raymond Bovich, Cfa Education Details

Frequently Asked Questions about Raymond Bovich, Cfa

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 the current company?

Raymond Bovich, Cfa's current role is Wealth Manager for small business owners, self-employed professionals, purpose driven businesses and families with multi-generational wealth..

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What schools did Raymond Bovich, Cfa attend?

Raymond Bovich, Cfa attended Cfa Institute, Fordham University, Fordham University, The Morgan School.

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Raymond Bovich, Cfa has skills like Investments, Mutual Funds, Fixed Income, Investment Strategies, Securities, Hedge Funds, Capital Markets, Equities, Financial Advisory, Finance, Asset Allocation, Series 7.

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