Born in the vibrant heart of New York City on March 27, 1948, Bert Boksen's life is a narrative of relentless dedication, financial acumen, and impactful leadership. His transition from the bustling streets of New York to the serene landscapes of Florida reflects a journey filled with professional successes and personal growth. Embracing retirement, he now cherishes moments with his family, including three children and four grandchildren, reveling in a legacy shaped by significant achievements and unwavering values.
His professional path was carved in the financial epicenter of New York City, where he laid the foundations for a career marked by distinction and influence. His move to Florida in 1979 marked a pivotal shift, signaling not just a geographical change but a significant progression in his professional life. During his 44-year tenure at Raymond James, his expertise in managing small-cap stocks led to numerous successful investment portfolios, earning him recognition as a respected figure in the financial industry.
Education played a crucial role in his career development. The City College of New York, known for its rigorous academic standards and tradition of nurturing industry leaders, provided his academic base. He furthered his financial expertise at St. John's University, equipping himself with a deep understanding of the financial services sector, crucial for his later career achievements.
His commitment to philanthropy and community engagement extended beyond his professional realm. His involvement with the Mayo Clinic and the United Way Tocqueville Club and his support for educational and historical preservation initiatives demonstrate his dedication to healthcare, education, and maintaining historical consciousness.
In his personal life, he has shown remarkable resilience, with his family as a constant source of support. His interests in tennis and chess are not just pastimes but reflections of a dynamic and strategic mind, qualities that have been instrumental in his professional life.
Now, in the tranquil days of retirement, Boksen is a beacon of hard work, perseverance, and philanthropy. His journey from the lively streets of New York City to the calming shores of Florida is a testament to a life of professional excellence, personal strength, and a deep commitment to enriching the financial sector and the wider community.
1. Biography of Bert Boksen
A luminary in the financial services industry, Bert Boksen's name is synonymous with integrity,
commitment, and expertise. Born in New York City on March 27, 1948, his journey from the
hustle and bustle of the Big Apple to the serene shores of Florida is as captivating as his
professional ascent. Today, after an illustrious 44-year tenure at Raymond James, he enjoys a
well-deserved retirement surrounded by his loving family, which includes three children and four
grandchildren.
2. Current Role
Embracing Retirement
While he has recently retired, his legacy as a portfolio manager in the financial services industry,
particularly at Raymond James, endures. His profound expertise in small-cap stocks has
charted many success stories, and even in retirement, he remains a revered figure, frequently
sought after for his wisdom and guidance.
Career History
From New York City to Florida: Four Decades at Raymond James
his professional trajectory began in New York City, the global epicenter of finance. However, in
1979, a pivotal move to Florida marked a new chapter in his life. Over the next 44 years, he
became an integral part of Raymond James. His nuanced understanding of small-cap stocks
made him an invaluable asset, guiding numerous portfolios to prosperity.
Academic Background
3. Building a Strong Foundation
His intellectual foundation was laid at the City College of New York, an institution recognized for
its rigorous academic curriculum and role in shaping industry leaders. His academic pursuits
continued. He further enriched his knowledge base at St. John’s University, ensuring he was
well-equipped to navigate the complex world of financial services.
Philanthropy and Charity
4. Heartfelt Contributions to Society
Beyond the boardrooms and stock exchanges, Bert has a deep-seated commitment to
philanthropy. His association with the Mayo Clinic as a distinguished benefactor speaks volumes
of his dedication to healthcare advancements. As a long-term United Way Tocqueville Club
member, he has consistently championed community-driven initiatives, making significant
contributions to societal well-being.
Education remains close to his heart, evident from his generous contributions to St. John's
University and the Academy of St. Petersburg. Moreover, his support for the Holocaust Museum
underscores his belief in preserving historical narratives, ensuring future generations remember
and learn from the past.
Personal Life and Interests
Family, Sports, and Strategy
While his professional life is a testament to his dedication and hard work, his personal life
narrates a tale of love, resilience, and passion. Having experienced the ebbs and flows of life,
including a divorce and a subsequent remarriage, his family remains his anchor. With three
children and four grandchildren, he is surrounded by love and joy, making his post-retirement
days even more fulfilling.
An avid tennis player, his love for the sport reflects his zest for life and his competitive spirit. On
the other hand, his affinity for chess mirrors his strategic mindset, honed over years of
managing portfolios and making high-stakes decisions.
5. Bert Boksen's biography paints a portrait of a multifaceted individual. From his early days in
New York City to his significant contributions at Raymond James in Florida, his life is a blend of
professional excellence, personal resilience, and a deep commitment to society. Today, as he
revels in the joys of family and enthusiastically pursues his hobbies, he remains an inspiration
for many, a beacon of dedication, perseverance, and generosity.
