Please update your browser.
Charles Monturio is an Investment Associate with J.P. Morgan Wealth Management. As a member of The Botta McCarron Group, he provides marketing and account maintenance support for high-net-worth individuals and their families. Charles’ responsibilities include preparing financial reports and managing day-to-day activities.
Charles graduated from Southern New Hampshire University with a bachelor’s degree in Business. With 21 years of experience in financial services, he began his career in 1997 at Bear Stearns as a Sales Assistant, and then moved to Morgan Stanley, where developed skills to carefully address individual clients’ needs. Charles joined J.P. Morgan in 2017 and is an integral part of the team. He holds FINRA Series 6, 7, 22, 63 and 66 licenses.
Charles enjoys being a volunteer coach for his children’s sports teams. He resides in Weymouth, Massachusetts, with his wife, Marilyn, and their three children.
You're now leaving J.P. Morgan
J.P. Morgan’s website and/or mobile terms, privacy and security policies don’t apply to the site or app you're about to visit. Please review its terms, privacy and security policies to see how they apply to you. J.P. Morgan isn’t responsible for (and doesn’t provide) any products, services or content at this third-party site or app, except for products and services that explicitly carry the J.P. Morgan name.