News – Page 2 – Bolton Global Capital

$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...

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...

Two Morgan int’l advisors join Bolton, Raymond James

By paulina garcia

News - 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...

Morgan Miami advisors with combined $600m book exit for Alex. Brown, Bolton

By paulina garcia

CityWire, News - June 5, 2023

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...

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...

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...

Bolton Global Capital is not a subsidiary or division of BNY Mellon Corporation or BNY Mellon Pershing and has no relationship to either company other than offering clearing and custody services provided by BNY Mellon Pershing to Bolton Global Capital customers on a fully disclosed basis. Bolton0012