Charles MonturioCharles Monturio
Vice President

"As a member of The Botta McCarron Group, I provide marketing and account maintenance support for high-net-worth individuals and their families."

About Charles

Charles Monturio is a Senior Investment Associate with J.P. Morgan Wealth Management.

As a member of The Botta McCarron Group, Charles 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 B.S. in Business. With 25 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 he developed skills to carefully address individual clients' needs. Charles joined J.P. Morgan in 2017 and is an integral part of the group. 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, MA, with his wife, Marilyn, and their three children.



3 ways to stay active while in retirement

April 16, 2024Staying active in retirement is important. Here’s how you can stay energized, put your expertise to use and keep your finances in check in retirement.Read Now
Wealth Planning

Four mistakes with life insurance you don’t need (or want) to make

April 16, 2024Purchasing life insurance can feel overwhelming, but following these guidelines can make this important decision on your family’s future well-being more straightforward.Read Now

Quick Shot: Geopolitical unrest: Assessing market implications

April 16, 2024As tensions in the Middle East escalated this weekend, what does that mean for the economic and market landscape?Read Now
Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.