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
Flaherty, Douglas
Chief Growth Officer
(786) 693-7883
dflaherty@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.
All inquiries are treated with the utmost confidence
Matt Beals
President and Chief Operating Officer
mbeals@boltonglobal.com
(978) 296-5511
Douglas Flaherty
Chief Growth Officer
dflaherty@boltonglobal.com
(786) 693-7883
