Ballestas Group
Ballestas Group is a registered investment advisory (RIA) providing a fully integrated solution in private wealth management to help you organize and preserve your assets, maximizing value through conscientious strategic planning, risk management, and impeccable execution. We are dedicated to providing a high level of customer service in a proactive and responsible manner. Our clients are the foundation of our practice. As such, we are committed to generating a significant impact in their financial stability by providing counsel and helping them make informed financial decisions. Our main objective is to earn our clients’ trusts under the intention of establishing long-term, transgenerational relationships with them. Of equal importance is our commitment to remain alert to possible changes and challenges that may arise in the lives of our clients to help them prepare and manage such circumstances adequately. Securities offered through Bolton Global Capital, Inc, 579 Main St, Bolton, MA. Member FINRA, SIPC 978-779-5361. Advisory services offered through Bolton Global Asset Management, a SEC registered investment advisor.
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Verified contacts
12
available on Kipplo
LinkedIn employees
10
1 to 10 range
Open roles
—
no listings
Distinct roles
9
indexed titles
Tech stack
3
tools in use
Monthly traffic
3
organic / mo
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Decision-makers and verified team members
12 contacts with verified email or phone · masked until revealed.
- FB
Felipe Ballestas
Managing Director Client Advisory Firm Operations · Operations
EmailPhone - CB
Catalina Ballestas
Business Development Associate · Sales & Business Development
EmailPhone - EG
Eduardo Gerlein
Financial Analyst · Finance & Accounting
EmailPhone - EB
Emma B.
Real Estate & Marketing Specialist · Sales & Business Development
EmailPhone - MA
Miguel Andrés Ballestas
Investment Analyst · Finance & Accounting
EmailPhone - AB
Andrés Ballestas
Managing Partner Portfolio Strategy, Wealth Management & Advisory · Other
EmailPhone
Showing 6 of 12 verified contacts
Top roles at Ballestas Group
9 distinct titles indexed · top 9 shown.
- 2investment analyst
- 1becario
- 1business development associate
- 1financial analyst
- 1intern asset management
- 1managing director client advisory firm operations
- 1managing partner ballestas group llc
- 1managing partner portfolio strategy, wealth management & advisory
- 1real estate & marketing specialist
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