Bolton Global Capital is pleased to announce that Kevin Neagle formerly of Julius Baer has joined the firm. Mr. Neagle has over 30 years experience in the wealth management industry with $450 million in AUM. His book consists mostly of ultra-high net worth European clients. He will operate his business under the name KevinNeagle FinancialAdvisors LLC and will clear and custody client accounts through BNY Mellon Pershing.
Prior to the acquisition of Merrill Lynch’s offshore business by Julius Baer, Mr. Neagle had a 26-year career with Merrill Lynch in Geneva, Switzerland and held the title of Senior Vice President and Financial Advisor. He was recognized at Merrill Lynch for his achievements including Chairman’s Club, Charles E. Merrill Club, Eagles Club and Framework for Excellence.
Mr. Neagle is a dual citizen of the US and Switzerland and holds registrations through FINRA in the US and SMV in Panama. He is a graduate of Seton Hall and has a Masters degree and an MBA from Webster University.
Bolton is the leading independent broker dealer and SEC registered investment advisor in international wealth management with affiliated offices throughout the US, Central and Latin American and Europe. The firm has been in business for 33 years and has $8 billion in assets under management.
