Charles Boneck

Experience

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  Roberston, Colman & Stephens

  Jun 1983 - Apr 1985

  Junior Trader

  Coordinated operations between trading and settlement desks, legal, accounting, retail, and dealer desk.

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  Croesus Trust

  Apr 1985 - May 1996

  Principal

  Established a long/short equity fund focused on capital appreciation and diversification.Technology, Biotech, & Emerging Market Focused.

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  California Community Dispute Services

  May 1996 - Nov 2000

  General Manager

  Managed multiple jurisdictions with court alternative adjudication.Launched innovative community-based criminal misdemeanor court alternative program.Expanded case load significantly and restructured the organization.

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  Griffin Group

  Dec 2000 - Apr 2006

  Principal

  Directed the Asset Management Group and analyst research.Articulated and implemented investment scope and strategy.

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  First Republic Private Wealth Management

  Apr 2006 - Jun 2008

  Wealth Advisor at First Republic Securities | Merril Lynch

  Managed fee and commission-based accounts employing a strategic/tactical active asset allocation model.Engineered a cash management program for Venture Capitalist and Private Equity Funds.Educated Preferred Banking Offices and Relationship Managers on financial services.

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  Alamo Capital

  Aug 2008 - Jul 2011

  Vice President Investments at Alamo Capital

  Developed relationships with high-net-worth clientele, ensuring portfolios met client guidelines.Expanded the suite of products offered to incorporate wealth management on an RIA, fee-only platform.

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  Principal Builders, Inc.

  Oct 2011 - Jul 2023

  Managed day-to-day operations, ensuring efficiency and an exceptional employee experience.Led teams, fostering collaboration and personal career development.Implemented strategies aligned with the company's goals, improving operational efficiency and cost savings.Collaborated cross-functionally to ensure comprehensive and compliant operations. Directed the company’s IT operations, ensuring efficient and effective technical support services.Analyzed IT infrastructure and systems performance to optimize costs and security.Coordinated multisite IT systems via ERP.Oversaw system and network security, as well as business continuity protocols.

  • Director, Operations At Principal Builders

    Oct 2011 - Jul 2023

  • Director, IT at Principal Builders

    Oct 2011 - Jul 2023
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  Principal Builders Inc.

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  Director