Bolton Advisor Conference 2026: key themes and highlights
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May 15, 2026
Bolton Global Capital highlights growth, AI adoption and cross-border trends at annual miami conference.
The advisors who win are the ones that can listen to their clients
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March 19, 2026
Four industry leaders reveal why emotional intelligence, relentless consistency, and the courage to think like a CEO now matter more than product knowledge in the fight for Latin American wealth.
FORMER J.P MORGAN MANAGING DIRECTOR, VICTOR HERNANDES, PARTNERS WITH BOLTON GLOBAL TO LAUNCH NewEra Wealth FOR HIGH-NET-WORTH INVESTORS.
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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...
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Bolton Global Capital celebrates 40th anniversary with new Miami landmark
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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...
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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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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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