This summer, Bautis Financial welcomed Charles DellaVolpe to the team as a Summer Intern. Charles will work alongside our team to support client service efforts, conduct investment and financial research, and contribute to a variety of special projects aimed at enhancing the client experience — all while gaining hands-on exposure to the wealth management industry.
Charles is a student at the University of Notre Dame, where he is pursuing a Bachelor of Business Administration in Finance, along with a second major in Applied & Computational Mathematics & Statistics. He is a member of the Dean’s List and actively participates in several extracurricular organizations, including the Student International Business Council and the Undergraduate Investment Club.
Throughout his academic career, Charles has demonstrated a passion for finance and consulting through selective project-based roles. Most recently, he was a travel team member working on equity research and M&A projects for Fidelity and HealthScape Advisors. His experience includes building DCF models, analyzing acquisition candidates, and advising on strategic market entry — all skills that complement his internship with our firm.
Charles brings leadership experience from his time as President of the Don Bosco DECA Chapter, where he helped grow the club to 250 members and led the team to national competitions. He also serves as a junior coach for the New Jersey DareDevils, a special needs hockey program, and plays on Notre Dame’s Club Hockey team.
“I’m extremely proud and honored to be joining Bautis Financial this summer. It is truly such a unique opportunity to not only contribute to but also to learn from such a welcoming, knowledgeable team. I am excited to help each and every client achieve their financial goals.”
Please join us in welcoming Charles to the team! He can be reached at [email protected].
Bautis Financial LLC is a registered investment advisor. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial advisor and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.
Episode 247 – How Inflation Distorts Markets With Ivan Pavlovic