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…
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Christian Felix Joins Bolton Global Capital
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December 13, 2016
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 Nets Another Merrill Advisor With $120m Client Book
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December 13, 2016
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…
Ricardo Morean Joins Bolton Global
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October 22, 2016
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,…
Ex-RBC and Wells Fargo exec joins Bolton as development director
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October 19, 2016
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…
Business brief: Under the hood of Bolton Global Capital
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October 18, 2016
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….
$125M Merrill adviser goes indie
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August 25, 2016
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…
Another Merrill International Broker Jumps in San Diego
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August 22, 2016
As Merrill Lynch pulls the rug on much of its business with non-U.S. resident retail clients, smaller firms continue to welcome the clients and brokers Merrill has abandoned. Bolton Global Capital, a…
Merrill Lynch loses two more advisors to Bolton Capital
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August 22, 2016
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 is leading firm for recruiting Merrill Lynch Advisors
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July 26, 2016
The future of Merrill Lynch Wealth Management’s international business is in question as it could lose up to $8 billion in assets under management as a result of cuts announced last…
