Bert Boksen

Retired

Bert Boksen's biography unfolds as a story of distinguished professional achievements and enriching personal experiences. Born on March 27, 1948, in the vibrant landscape of New York City, he embarked on a path that led him from the bustling urban setting to the peaceful coasts of Florida. This geographical transition from the heart of a major city to the tranquility of the coast mirrors his profound professional journey. After a fulfilling 44-year career at Raymond James, he now relishes a serene retirement, surrounded by a family with three cherished children and four grandchildren.

Retirement: Sustaining Influence and Wisdom

In retirement, his impact on the financial services industry remains significant, particularly his contributions to Raymond James. His expertise in small-cap stocks has left a lasting legacy, and he continues to be a source of wisdom and guidance, even in his post-career years.

Career Progression: From City Life to Coastal Calm

His career began in the bustling financial districts of New York City. The move to Florida in 1979 signified a major shift, ushering in a new chapter in his professional life. Over his four decades at Raymond James, he became a key figure, especially noted for his astute understanding of small-cap stocks, guiding numerous portfolios to success.

Educational Journey: Establishing a Robust Foundation

Boksen laid his academic groundwork at the City College of New York, known for its demanding academic standards. His educational pursuits continued at St. John's University, where he further developed the skills necessary for a successful career in finance.

Philanthropic Endeavors: Impact Beyond Business

His dedication to philanthropy is as noteworthy as his professional accomplishments. His significant contributions to the Mayo Clinic underscore his commitment to healthcare advancement. A longstanding United Way Tocqueville Club member, he has consistently supported community initiatives. His support for education and historical preservation, as evident in his contributions to St. John's University, the Academy of St. Petersburg, and the Holocaust Museum, highlights his commitment to education and historical awareness.

Personal Life: A Mosaic of Resilience and Enthusiasm

His personal life narrates a tale of resilience and deep connections. Despite life's challenges, including a divorce and remarriage, his family has been a source of unwavering support and happiness. His enthusiasm for tennis reflects his vibrant spirit and competitive nature, while his interest in chess demonstrates the strategic mindset instrumental in his professional achievements.

Bert Boksen's life story is an inspiring amalgamation of professional dedication, personal strength, and a commitment to enriching society. From his early days in the dynamic environment of New York City to his significant role at Raymond James in Florida, his narrative is one of steadfast dedication, resilience, and altruism. As he now enjoys his retirement, his life continues to inspire, marked by rich family bonds, engaging hobbies, and a legacy of positive societal impact, embodying the essence of a life well-lived and meaningfully impactful.

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