About Me
Bert Boksen, born on March 27, 1948, in New York City, is a renowned figure in the financial services industry, celebrated for his integrity, commitment, and expertise. His journey from the hustle of New York to the serene shores of Florida encapsulates a life of professional diligence and personal resilience. After a fulfilling 44-year tenure at Raymond James, he has transitioned into a well-deserved retirement, surrounded by a loving family, including three children and four grandchildren.
His professional odyssey began in the heart of the global finance epicenter, New York City, shaping his early career dynamics. In 1979, a significant relocation to Florida marked a new chapter, not just geographically but also in his professional life. Over the next four decades at Raymond James, he became an indispensable part of the firm. His nuanced understanding and expertise in small-cap stocks were pivotal in guiding numerous portfolios to prosperity.
He built his intellectual foundation at the City College of New York, an institution revered for its rigorous academic curriculum. Furthering his education, he enriched his knowledge base at St. John’s University, equipping himself with the skills necessary to navigate the complex world of financial services. This academic background laid the groundwork for his illustrious career.
Beyond his professional achievements, he has shown a deep commitment to philanthropy. As a distinguished benefactor of the Mayo Clinic and a long-term United Way Tocqueville Club member, he has been instrumental in advancing healthcare and community-driven initiatives. His contributions to education are evident in his support for St. John’s University and the Academy of St. Petersburg, alongside his involvement with the Holocaust Museum, underscoring his belief in preserving historical narratives for future generations.
In his personal life, he is a tale of love, resilience, and passion. Having experienced life’s ebbs and flows, including a divorce and a subsequent remarriage, his family remains his anchor. His post-retirement days are enriched by his hobbies, including tennis and chess, reflecting his zest for life and strategic mindset.
Today, as he revels in the joys of family life and enthusiastically pursues his interests, he inspires many as a beacon of dedication, perseverance, and generosity. His life story, from the streets of New York City to the corridors of power in Florida, paints a portrait of a multifaceted individual who has left an indelible mark in both the professional realm and the community.
from the blog
