Bolton Global Capital boss Ray Grenier is aiming to boost his group’s assets under management to $10 billion in the next two years and sees the potential for growth in the offshore market…
Independent broker-dealer Bolton Global Capital has hired Ricardo Quiros from Merrill Lynch’s Weston, Florida office. Quiros, who left Merrill Lynch on Friday, managed $220 million in assets for ultra-high net…
Bolton Global is pleased to announce the addition of a New York City based team with more than US$ 315 million in client assets. Adelfa Rosario and Michael Dejena, formerly with Safra Securities and Safra Asset…
Two veteran RBC advisors have joined independent broker-dealer Bolton Global Capital following a brief spell with Safra National Bank of New York. Michael Dejana and Adelfa Rosario launched AiM Fidelis Wealth Solutions…
Independent broker-dealer Bolton Global Capital has ramped up its expansion in New York City with the addition of Morgan Stanley international advisors Ruben Lerner and Manuel Uranga. After nine years…
Independent broker-dealer Bolton Global Capital has ramped up its expansion in New York City with the addition of Morgan Stanley international advisors Ruben Lerner and Manuel Uranga. After nine years as managing directors at Morgan Stanley, where…
Two sizable wirehouse brokerage teams this week announced their move to so-called independent firms, with one citing more restrictive retirement account policies at their old firm as motivation for the…
A Merrill Lynch adviser who oversaw $650 million in client assets left the wirehouse earlier this month to join Bolton Global Capital, his new employer said. Euclides Moreno generated $6.4…
Senior international financial advisor Euclides Moreno, head of one of Merrill Lynch Wealth Management’s top Miami teams, has left after 17 years with the firm, Citywire Americas can reveal. According to sources…
This past year, Bolton Global, one of the 50 largest independent broker dealers in the United States, has seen its team of financial advisors grow substantially throughout the country, and…
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
