For the past 40 years, Bolton has provided independent wealth management services to a global clientele. As a privately held company, Bolton has grown its business from a small firm operating in the Boston area to a major institution with offices and clients across the US and around the globe. Today, the firm has more than 60 affiliated offices worldwide managing over $13 billion in client assets.
Since 1985, we have been committed to providing the highest quality financial services and products to our clients through financial professionals who share this goal.
Our affiliated advisors include some of the most successful teams from the major financial institutions.
Bolton Global Capital is a FINRA and SEC registered broker dealer and SIPC member firm licensed to conduct business in all 50 US states. Advisory services are provided through Bolton Global Asset Management, a SEC registered investment advisor.
Client accounts are held in custody and securities cleared through BNY Mellon Pershing.
Executive Team
Grenier, Ray
Chief Executive Officer
Preskenis, Steve
President
Hayes, Gene
Chief Financial Officer
Mahle, Jane
Chief Compliance Officer
Beals, Matt
Chief Operating Officer, Chief Information Officer
Cataldo, John
Chief Legal Officer, BSC & BCG Chief Administrative Officer
Flaherty, Douglas
Chief Growth Officer
Morean, Ricardo
Managing Director Miami Complex
GLOBAL REACH
Bolton has a global footprint with 60 affiliated offices in the US, in Latin America and Europe.
HOME OFFICE GALLERY
Bolton’s home office campus is located in Bolton, Massachusetts in a historic property originally constructed in 1793 by Captain Samuel Blood, a member of George Washington’s Continental Army during the Revolutionary War of 1776.
