Bert Boksen

Retired in St. Petersburg , Florida

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Bert Boksen's life story, beginning in the lively streets of New York City on March 27, 1948, is rich in professional triumphs and personal milestones. His evolution from the energetic atmosphere of New York to the peaceful surroundings of Florida mirrors a journey filled with dedication and achievement. Now enjoying retirement, he is surrounded by the warmth of his family, including three children and four grandchildren, basking in the legacy of a career marked by success and integrity.

Starting his career in the financial nerve center of New York City, he laid the groundwork for what would become a remarkable journey in finance. In 1979, his relocation to Florida signified a change in environment and a pivotal progression in his professional life. His 44-year tenure at Raymond James is a testament to his profound understanding of small-cap stocks, through which he guided numerous investment ventures to fruition, earning respect and admiration in the industry.

His academic pursuits, foundational to his career, were undertaken at the prestigious City College of New York, an institution known for its rigorous standards and leadership in shaping industry pioneers. He further expanded his expertise at St. John's University, acquiring a comprehensive grasp of the financial services sector and preparing him for the challenges and successes of his career.

Beyond finance, he has been an active philanthropist, contributing significantly to organizations like the Mayo Clinic and the United Way Tocqueville Club and supporting educational and historical preservation initiatives. His contributions to St. John's University and the Holocaust Museum exemplify his commitment to education and preserving history.

In his personal life, he has navigated the ebbs and flows with resilience, drawing strength and support from his family. His tennis and chess interests showcase his lively spirit and mirror the strategic thinking essential to his success in finance.

Boksen is a beacon of hard work, perseverance, and philanthropy in retirement. His story, from the bustling avenues of New York City to the serene coastal life of Florida, is a blend of professional distinction, personal resilience, and a commitment to enriching the lives of others, making him a true inspiration to many.

  • Education
    • City College of New York
    • St. John’s university