News & Announcements – Bolton Global Capital

BOLTON GLOBAL CAPITAL WELCOMES $150 AUM ADVISORY TEAM LED BY SOFIA BUCAY AND MONICA CALABRESE

By Bolton

News - September 2, 2025

Sofía Bucay and Monica Calabrese, an advisory team formerly of LifeInvest, join Bolton Global Capital in Miami. Bolton Global Capital has recruited a two-woman advisory team managing $150m in client…

Bolton Announces Equity Incentives and Unveils New Technology Tools

By paulina garcia

Funds Society, News - May 19, 2025

Bolton’s 2025 Advisors Conference in Miami can be summed up with the following keywords: growth, strategy, and a culture of collaboration. Bolton’s executives announced an equity participation plan for financial advisors,...

FORMER J.P MORGAN MANAGING DIRECTOR, VICTOR HERNANDES, PARTNERS WITH BOLTON GLOBAL TO LAUNCH NewEra Wealth FOR HIGH-NET-WORTH INVESTORS.

By paulina garcia

CityWire, News - March 13, 2025

Former J.P. Morgan Managing Director, Victor K. Hernandez, joins Bolton Global Capital and partners with the firm to launch NewEra Wealth for high-net-worth investors. Victor K. Hernandez, a former...

Bolton Global Capital celebrates 40th anniversary with new Miami landmark

By paulina garcia

CityWire, News - February 10, 2025

Bolton Global Capital celebrates its 40th anniversary with the installation of its iconic logo on the Four Seasons Tower in Miami, marking a major milestone in its journey from a...

BOLTON GLOBAL CAPITAL ANNOUNCES NEW LEADERSHIP STRUCTURE TO BUILD ON FOUR DECADES OF SUCCESS

By paulina garcia

Funds Society, News - January 22, 2025

Steve Preskenis, new CEO at Bolton Global Capital Bolton Global Capital announces a new chapter in its leadership as the company celebrates 40 years in business. “Ray Grenier, who has served...

Bolton bolsters advisor platform with ‘game-changer’ AI tool

By paulina garcia

CityWire Americas, News - May 29, 2024

The independent wealth firm's advisors will now have access to Wealth Management GPT, a provide of AI-driven business management tools. Bolton Global Capital has partnered with Wealth Management GPT to...

Bolton recruits $300m int’l advisor for Miami biz

By paulina garcia

CityWire, News - May 22, 2024

A 25-year industry veteran, Bolton's latest advisor recruit has joined from Miami-based wealth shop Cardea Capital. Bolton Global Capital has bolstered its Miami advisor network with the addition of a...

$200M AUM Morgan Stanley International Advisor Joins Bolton

By paulina garcia

CityWire Americas, News - April 10, 2024

Ricardo Sucre had been at the wirehouse for around 10 years and is joining a 'top producing team', according to a Bolton announcement. Bolton Global Capital has recruited another international...

Bolton hires two industry vets for senior Miami and recruitment roles

By pvelasquez

News - February 29, 2024

The independent wealth firm has hired Doug Flaherty and Ricardo Morean for two senior positions. Bolton Global Capital has recruited two seasoned executives to bolster its leadership team, the group...

Bolton recruits $200m Morgan Stanley int’l advisor duo

By pvelasquez

News - October 4, 2023

Bolton Global Capital has strengthened its international advisor network with yet more hires from Morgan Stanley Wealth Management. Dante Neyra and Conny De La Torre (pictured) joined independent broker-dealer and...

$300m Morgan Stanley int’l advisor joins Bolton

By pvelasquez

News - September 18, 2023

Bolton Global Capital has recruited a senior Morgan Stanley international advisor for its office in Miami, the firm announced Monday. Ernesto Cucalon joined the independent broker-dealer and RIA earlier this...

Bolton’s Helliwell on time-wasting PMs

By pvelasquez

Client Relationships, Research and Practice Management - August 4, 2023

The independent wealth manager firm's Diana Helliwell talks about dealing with nervous clients and shines a light on an impactful PM meeting. Name: Diana Helliwell Title: Investment strategist Company: Bolton...