Matt Beals – Bolton Global Capital

Bolton Recruits Former Merrill Lynch Advisor with $130 Million AUM

By Matt Beals

News - August 11, 2022

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...

Bolton Expands South Florida Footprint with Opening of Weston Office

By Matt Beals

News - July 26, 2022

Bolton Global Capital is expanding the firm’s presence in South Florida with the completion of its office complex in Weston. This branch was developed to serve as a workplace for financial advisors...

Eli Butnaru joins Bolton Global

By Matt Beals

News - July 25, 2022

Bolton Global Capital has recruited offshore wealth management veteran Eli Butnaru as a managing director and advisor for its office in Miami, Citywire has learned. The independent broker-dealer and RIA...

Bolton cuts advisor fees with managed accounts platform deal

By Matt Beals

News - May 4, 2022

Bolton Global Capital has reduced the fees it charges its network of advisors after signing on to Pershing’s managed accounts platform. The independent broker-dealer and RIA was able to bring...

Bolton launches Family Office Concierge platform

By Matt Beals

News - April 28, 2022

Bolton Global Capital has launched a new platform that aims to provide a family-office-style service to its network of advisors and clients. From securing tickets to sold-out events to immigration...

Bolton hires Citicorp Executive as Head of Business Development

By Matt Beals

News - February 14, 2022

Bolton Global Capital has announced the hiring of Michael Averett as the Head of Business Development. He will also serve as a member of the firm’s Executive Committee and as the Complex Manager...

Bolton adds $1.6 Billion from Wells Fargo Teams

By Matt Beals

News - September 16, 2021

Bolton Global Capital has added a slew of advisors to its international wealth management business from Wells Fargo in recent months, increasing its total assets under management by roughly $1.6bn,…

Bolton recruits $160M Miami advisor

By Matt Beals

News - June 2, 2021

Bolton Global Capital has recruited a $160m Latin American-focused advisor from Crédit Agricole’s former Miami subsidiary Indosuez Wealth Management. Marcos Solanet, who caters to clients based in Argentina and Uruguay,...

Bolton bags $1bn Miami-area Wells Fargo advisor team

By Matt Beals

News - February 10, 2021

Bolton Global Capital has recruited a $1bn team of international advisors from Wells Fargo to join its independent network, becoming one of the first teams from the wirehouse to officially...

Bolton Profiled in Funds Society Cover Story – English Version

By Matt Beals

News - June 28, 2020

Bolton Profiled in Funds Society Cover Story (click here to access the full article) Bolton, When Your Job is to Increase Profits for the Independent Advisor Bolton has been progressing…