Bolton Global Capital has added a slew of advisors to its international wealth management business from Wells Fargo in recent months, increasing its total assets under management by roughly $1.6bn,…
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…
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…
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 has hired two more advisors from Merrill Lynch as the broker-dealer continues to benefit from the ongoing exodus from the wealth management giant’s international desk, Citywire Americas can reveal. Samuel Nunez,…
Bolton Global Capital announced that the Merrill Lynch team of Tanya Duarte and Archibaldo Vasquez has joined the firm’s Miami office. The team manages $225 million in client assets with $2.1 million in annual revenues…
Bolton Global Capital has recruited its fifth Merrill Lynch Wealth Management advisor since the Bank of America-owned wire house announced its plans to move upmarket. In the last year, Bolton, an…
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
