For the past 40 years, Bolton has provided independent wealth management services to a global clientele. As a privately held company, Bolton has grown its business from a small firm operating in the Boston area to a major institution with offices and clients across the US and around the globe. Today, the firm has more than 55 affiliated offices worldwide managing over $16 billion in client assets.
Since 1985, we have been committed to providing the highest quality financial services and products to our clients through financial professionals who share this goal.
Our affiliated advisors include some of the most successful teams from the major financial institutions.
Bolton Global Capital is a FINRA and SEC registered broker dealer and SIPC member firm licensed to conduct business in all 50 US states. Advisory services are provided through Bolton Global Asset Management, a SEC registered investment advisor.
Client accounts are held in custody and securities cleared through BNY Mellon Pershing.
EQUIPO EJECUTIVO
Grenier, Ray
Chairman
Preskenis, Steve
Director General
Beals, Matt
President and Chief Operating Officer
Mahle, Jane
Director de Cumplimiento Normativo
Tarpey, Steve
Director Financiero
Cataldo, John
Director Jurídico, Director Administrativo de BSC y BCG
Morean, Ricardo
Director General del Complejo de Miami
ALCANCE MUNDIAL
Bolton tiene una presencia mundial con 60 oficinas afiliadas en Estados Unidos, Latinoamérica y Europa.
GALERÍA DE LA OFICINA CENTRAL
La sede central de Bolton se encuentra en Bolton, Massachusetts, en una propiedad histórica construida originalmente en 1793 por el capitán Samuel Blood, miembro del Ejército Continental de George Washington durante la Guerra de Independencia de 1776.
