Funds Society - March 10, 2020
Link to Publication
- Bolton Global Capital announced that Gonzalo Canelas has joined the firm in New York
- He will be moving to the firm’s office at the Four Seasons Tower in Miami later this year
- At Morgan Stanley he advised client accounts worth more than $240 million
Bolton Global Capital announced that Gonzalo Canelas has joined the firm. Canelas was formerly an advisor with Morgan Stanley in New York City where he advised client accounts worth more than $240 million. After initially working at Bolton’s branch in New York City, he will be moving to the firm’s office at the Four Seasons Tower in Miami later this year.
Canelas began his career at the Manhattan office of Morgan Stanley in 2010 where he remained for the past 10 years prior to joining Bolton. He services an ultra-high net worth clientele based in Latin America with a concentration in Bolivia. Over the past two and a half years, Bolton has recruited 8 financial advisors from Morgan Stanley in New York City collectively managing more than $1 billion in client assets.
Gonzalo is a graduate of Carnegie Mellon University with a double major in Economics and Industrial Management and holds an MBA from St. Joseph’s University.
Bolton Global Capital is a boutique firm focused on managing the wealth of high net worth individuals on a global basis. The firm specializes in converting top tier financial advisors from the major financial institutions to the independent business model by providing turnkey office space and a full suite of international wealth management capabilities. By transitioning to independence, financial advisors achieve higher compensation, greater ownership of their business and customized solutions to support their growth.