Charles MonturioCharles MonturioVice 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.
Insights
Wealth Planning
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Fraud
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Markets and Economy
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Asset titling: How to title your assets for estate planning
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October 19, 2026Older and vulnerable people are prime targets for cybercriminals and scammers. Have a conversation about how they can protect themselves today.Read NowMarkets and Economy
Inflation, yields and equities: When does the pressure actually matter?
October 16, 2026Equities have remained resilient despite elevated inflation and higher yields. Earnings may determine how long that resilience lasts.Read Now
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