pvelasquez – Bolton Global Capital

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...

Morgan International Advisor exits to join Bolton in Miami

By pvelasquez

News - July 24, 2023

Bolton Global Capital has recruited an international advisor from Morgan Stanley for its burgeoning team in Miami, the group announced Thurday. Ivan Palacino joined the independen broker-dealer this week after...

Bolton Launches new Digital Platform for Private Markets

By pvelasquez

Learning Center, News, Products and Services, Technology, Wealth Management - April 28, 2023

Bolton Global Capital and iCapital® Partner to Enhance Access to Private Markets for LATAM and US Clients Bolton Global Capital, a leading independent wealth management firm, and iCapital, the global fintech platform…

Bolton partners with $153bn alts platform iCapital

By pvelasquez

News, Research and Practice Management, Technology, Wealth Management - April 20, 2023

Bolton Global Capital has joined forces with iCapital to provide its network of financial advisors access to the alternatives investment platform’s wide range of private market products, the group announced...

$200m Citi Miami advisor exits to join Bolton

By pvelasquez

News - April 19, 2023

Enrique Ortega had been at Citi for almost a decade and covered clients in Latin America. Bolton Global Capital has recruited an international advisor from Citi Global Wealth Management for...

Bolton Recruits New Advisor

By pvelasquez

News - December 1, 2022

Bolton Global Capital is continuing to recruit new Advisor talent in the Miami market. The firm has announced that Arturo Hierro, most recently of Loyola Asset Management, has joined the...