XP Securities financial advisor Otávio Sardinha has left the Brazilian firm’s Miami-based business to set up his own shop on Bolton Global Capital’s independent advisory platform. Sardinha had been with…
Randall Caruso-Reynoso left Morgan Stanley to launch his firm, supported by Bolton Caruso’s business plan is to transition his global book of clients to BNY Mellon Pershing as custodian on…
Two Morgan Stanley international advisors have joined independent broker-dealer Bolton’s New York office, Citywire Americas has learned. Daniel Geller had been with the wirehouse since 2009 and oversaw $430 million in assets,…
Bolton Global Capital is pleased to announce that Michel Palacci has joined the firm’s Manhattan office. Mr. Palacci was formerly with Morgan Stanley where he managed assets of $125 million….
An international Morgan Stanley advisor with $180 million in client assets has joined Bolton Global Capital’s network of independent advisors in New York, Citywire Americas can reveal. Nicolas Schreiber left…
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
