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…
A JP Morgan Securities team that managed more than $200 million has joined Bolton Global Capital, according to the independent hybrid firm said. Agustin De Estrada and Manuel Lecour are…
Christian Felix has joined Bolton Global Capital. Felix, formerly with the Merrill Lynch office in Coral Gables, Florida, manages client assets worth more than $120 million. This latest transition continues Bolton’s success this year…
Bolton Global Capital is showing no signs of slowing down its recruitment drive after hiring yet another advisor from Merrill Lynch, Citywire Americas has learned. The Bolton, Massachusetts-based broker-dealer is continuing its offshore expansion with…
Bolton Global Capital has announced that Ricardo Morean has joined the firm. With this addition, Bolton hopes to leverage Morean’s successful career of growing the international wealth management businesses of Merrill Lynch, Wells Fargo,…
Former RBC Wealth Management director Ricardo Morean has joined Bolton Global Capital as its new business development head. Morean, who has worked across management teams at a number of international…
In our new Business Brief series, we take a closer look at a firm to find what makes it tick. We kick off with Bolton, Massachussets based Bolton Global Capital….
A Merrill Lynch adviser who managed $125 million in client assets left the wirehouse to go independent with help from Bolton Global Capital, a spokeswoman said. Samuel Nunez joined TransAtlantic…
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
