FundsSociety - October 22, 2016
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Bolton Global Capital has announced that Ricardo Morean has joined the firm. With this addition, Bolton hopes to leverage Morean’s successful career of growing the international wealth management businesses of Merrill Lynch, Wells Fargo, and RBC where he was in charge of major branch complexes in New York, Miami and Latin America.
Morean will be responsible for business development for Bolton Global as well as GEA Capital, an affiliated advisory group based in Miami specializing in asset management for institutions and high net worth clients.
More recently, Morean was Senior Managing Director of RBC’s International Advisor Group, covering Latin America and Europe, as head of the company’s offices in Miami, New York and San Diego until the RBC closed its non-US client business in 2015.
Morean began his career as a financial advisor with Merrill Lynch in 1992. After holding senior positions in business development and branch management with Merrill Lynch’s Latin American operations, he was promoted in 2005 to Regional Managing Director for the firm’s international financial advisors in the New York, Miami and San Diego offices. After Merrill Lynch was acquired by Bank of America in 2008, he joined Wells Fargo as Regional Managing Director responsible for the firm’s international advisors in Miami and New York.
He is a graduate of Ohio State University and holds a Masters in International Management from the Thunderbird School of Arizona State University.