NUESTRO EQUIPO
Alex Astudillo
PRESIDENTE
Alex is a graduate of the University of Miami in Economics and The American Graduate School of International Management (Thunderbird) with a masters of international business. He has worked in world leading institutions like Deutsche Bank, ABN-AMRO Bank and Merrill Lynch before becoming an Independent Financial Advisor. Fluent in Portuguese and Spanish, his client base is from Latin America, Europe and the US.
Angela Canas
GERENTE DE RELACIONES
Angela Canas graduated Cum Laude from Florida International University where she obtained a Bachelor's Degree in Finance and International Business. After graduation she was hired by Merrill Lynch as a client associate and that same year she obtained her FINRA Series 7 and 66 licenses. In 2008 she went back to school to study Portuguese. Since then she has been working in the client relationship area dedicated to serving the clients' everyday needs.
Ivette Martinez
ASISTENTE ADMINISTRATIVA
Ivette Martinez will graduate April 2021 from Florida International University with a Bachelor’s Degree in Finance. In 2016, she started her career in the financial industry with a three-month internship at BAC Florida Bank in Coral Gables, FL, in the Loan Operations area, becoming full time in 2017. Then, in 2019 she joined the team as an administrative assistant. Ivette is responsible for assisting clients’ necessities and handling operational duties.
Maria Jose Miranda
ANALISTA DE INVERSIONES JUNIOR
Maria Jose Miranda es graduada con el reconocimiento Summa Cum Laude de Saint Joseph’s University en Philadelphia, PA con el título de Bachelor’s Degree en Finanzas y Economía. En el 2016, comenzó su carrera en la industria financiera con una pasantía de seis meses en Merrill Lynch en Philadelphia, PA, en el área de Wealth Management. Después, en el 2017 se unió al equipo como analista de inversiones. Maria Jose es responsable de analizar y monitorear fondos de inversión, para la construcción de portafolios de acuerdo a los diferentes entornos de mercado. Además, es la coordinadora de las reuniones mensuales del Investment Committee.
BOLTON GLOBAL CAPITAL
KEY MEMBERS
Adrian Exposito
GERENTE DE LA OFICINA DE MIAMI
Bolton Global Capital
Adrian Exposito has been with Bolton Global Capital since 2016. Prior to Bolton, he was working at Wells Fargo Advisors as a Registered Associate Trading for high net worth Institutional clients and also worked at Mora Wealth Management as a Portfolio Operations Associate where he acquired a broad range of experience in Trading, Operations and working with high net worth international clients as well as the Pershing platform. Adrian is a graduate of Excelsior College in Business Administration. He also holds FINRA Series 7, 65, and 99 licenses and is fluent in English and Spanish.
Phil Grenier
DEPARTMENTO DE TRADING
Bolton Global Capital
Phil Grenier maneja la Mesa de Trading de Bolton Global Capital la cual es responsable la renta fija, opciones, monedas y acciones. Tiene 16 años de experiencia en la industria. Phil se graduó en el New England Conservatory y tiene un MBA de Suffolk University en Boston, MA. Phil tiene las licencias FINRA Serie 7, 24 y 63.
Los miembros anteriores del equipo de Bolton Global Capital son empleados exclusivos de Bolton Capital Group y tienen licencia de Bolton Global Capital (Miembro FINRA, SIPC), el corredor de bolsa de presentación de Private Wealth Advisors.