Funds Society - August 18, 2022
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Bolton Global Capital has announced that Raul Rohr, a former Merrill Lynch advisor who manages $130 million in client assets, has joined the independent broker dealer.
Mr. Rohr has over 12 years of industry experience, most recently at Merrill Lynch where he was an International Wealth Advisor since 2014. His clientele consists primarily of high and ultra-high net worth individuals located throughout Latin America and the United States.
Mr. Rohr is a graduate of University of California at Irvine with a Bachelors of Science in Chemical Engineering and a Masters in Business Administration (MBA).
He holds designations as a Certified Private Wealth Advisor® and as a Trust and Estate Practitioner. “We are gratified that Raul has decided to join Bolton after receiving multiple competing offers from other firms” according to Ray Grenier, CEO of Bolton.
“We anticipate that this talented professional will be in a strong position to grow his international business on our platform” stated Grenier.
Established in 1985, Bolton Global Capital is an independent FINRA member firm with an affiliated SEC registered investment advisor. The firm manages approximately $12 billion in client assets for US based and international clients through 110 independent financial advisors operating from branch offices in the US, Latin America and Europe, according the firm information.