Broker Check
Raymond Bovich, CFA

Raymond Bovich, CFA

Partner | Wealth Manager

Ray’s career has extended over 40 years.  He began in 1983 on Wall Street in the bond markets serving institutional clients.  From 1998 through 2009, he worked in succession for two world class money managers in a variety of business development and management roles.  He has served private wealth clients since 2010.  His background allows him to craft robust investment strategies for business owners, professionals, the affluent and nonprofit organizations.

Academics

  • A. Mathematics, Fordham University, 1983
  • Chartered Financial Analyst, 1995

Volunteer Work

  • Past President, CFA Society of Hartford, 2016-2017
  • Past Chair, Board of Directors, The Connection, Inc., 2019-2022
  • Founding President, CT WaveRunners, 2019, a 501(c)3 organization