579 Main Street
Bolton, MA 01740
Main Office (978) 779-5361
Toll Free (800) 649-3883
Contact Information
SERVICE CENTERS
Bolton Office
Miami Office
1441 Brickell Ave.
Suite 1700
Miami, FL 33131
Main Office (786) 693-7800
NYC Office
The Chanin Building – 122 East 42nd Street
Suite 4105
New York, NY 10168
Main Office (646) 559-7100
Weston Office
55 Weston Road
Suite 301
Weston, FL 33326
Main Office (954) 727-8500
DEPARTMENTS
Recruiting
Click Here for Our Advisor Inquiry Form
Phone: (800) 649-3883
Email: [email protected]
Fax: (978) 779-9945
COMPANY DIRECTORY
Executive Team
Grenier, Ray
Chairman
(978) 296-5533
rgrenier@boltonglobal.com
Preskenis, Steve
Chief Executive Officer
(978) 296-5539
spreskenis@boltonglobal.com
Beals, Matt
President and Chief Operating Officer
(978) 296-5511
mbeals@boltonglobal.com
Mahle, Jane
Chief Compliance Officer
(978) 296-5512
jmahle@boltonglobal.com
Tarpey, Steve
Chief Financial Officer
(978) 296-5540
starpey@boltonglobal.com
Cataldo, John
Chief Legal Officer, BSC & BCG Chief Administrative Officer
(978) 296.5515
jcataldo@boltonglobal.com
Morean, Ricardo
Managing Director Miami Complex
(786) 605-0727
ricardo.morean@boltonglobal.com
Legal
Preskenis, Steve
Chief Executive Officer
(978) 296-5539
spreskenis@boltonglobal.com
Cataldo, John
Chief Legal Officer, BSC & BCG Chief Administrative Officer
(978) 296.5515
jcataldo@boltonglobal.com
Accounting
Tarpey, Steve
Chief Financial Officer
(978) 296-5540
starpey@boltonglobal.com
Crawford, Ryan
Staff Accountant
(978) 296-5549
rcrawford@boltonglobal.com
Trading
Grenier, Phil
Trader
(978) 296-5530
pgrenier@boltonglobal.com
O’Connor, Phil
Trader
(978) 296-5531
poconnor@boltonglobal.com
Freda, TJ
Trader
(978) 296-5542
tfreda@boltonglobal.com
Scanlon, Mitch
Trader
(978) 779-5168
mscanlon@boltonglobal.com
Technology
Piero Velasquez
Manager of Technology
(786) 693-7830
pvelasquez@boltonglobal.com
Bacher, Jacob
Technical & Software support
(978) 296-5548
jbacher@boltonglobal.com
Marketing
Rodriguez, Adriana
Head of Marketing and Communications
(786) 312-1016
arodriguez@boltonglobal.com
Operations
Feliz, Deidry
Director of Operations
(786) 693-7813
dfeliz@@boltonglobal.com
Dasaro, Meredith
Associate Operations Manager
(978) 296-5528
mdasaro@@boltonglobal.com
Correia, Ashley
Account Manager
(978) 296-5506
acorreia@@boltonglobal.com
Messina, Felton
Account Manager
(978) 296-5509
fmessina@boltonglobal.com
Ramon, Emiro
Account Manager
(786) 693-7831
eramon@boltonglobal.com
Revolledo, Maria
Account Manager
(786) 693-7812
mrevolledo@boltonglobal.com
Andrade, Jeaneth
Account Manager
(786) 693-7869
jandrade@boltonglobal.com
Santana, Kassandra
Account Manager
(978) 296-5513
ksantana@boltonglobal.com
McKeon Trunfio, Molly
Account Manager
(978) 296-5517
mtrunfio@boltonglobal.com
Compliance
Mahle, Jane
Chief Compliance Officer
(978) 296-5512
jmahle@boltonglobal.com
Chouinard, Scott
Director of Compliance
(978) 296-5537
schouinard@boltonglobal.com
Callahan, Matt
Compliance Officer
(978) 296-5518
mcallahan@boltonglobal.com
Holubiak, Thomas
Senior Compliance Officer
(978) 296-5543
tholubiak@boltonglobal.com
Pinto, Amarilis
Compliance Officer
(978)296-5505
apinto@boltonglobal.com
Whipple, Mili
Compliance Associate
(978) 296-5529
mwhipple@boltonglobal.com
Supervision
Fremault, Ronnie
Director of Supervision
(978) 296-5535
rfremault@boltonglobal.com
Bourdeau, Chris
Associate Director of Supervision
(978) 296-5507
cbourdeau@boltonglobal.com
Office Administrator
Silva, Lauren
Office Administrator - Bolton, MA
(978) 296-5514
lsilva@boltonglobal.com
Jemio, Graciela
Office Administrator - Miami, FL
(786) 693-7800
gjemio@boltonglobal.com
ADVISOR RECRUITING
Please fill out the form below to submit an inquiry to our recruiting department.
