Bolton recluta asesor financiero de $300Millones.
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September 19, 2024
Bolton bolsters advisor platform with ‘game-changer’ AI tool
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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...
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Bolton recruits $300m int’l advisor for Miami biz
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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...
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$200M AUM Morgan Stanley International Advisor Joins Bolton
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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...
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Two Morgan int’l advisors join Bolton, Raymond James
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June 6, 2023
Eduardo Cardenas and Jack Cohen had worked at the wirehouse close to eight years with the former running a book of more than $150m for Latin American clients. The exits...
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Eva Marina Ovejero and Sergio Sotolongo ran books of $500m and $100m respectively for clients in Latin America while at the wirehouse. Morgan Stanley Wealth Management has lost two more...
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