Bolton Global Capital
For more than 40 years, Bolton has provided independent wealth management services to a global clientele. As a privately held company, Bolton has grown its business from a small firm operating in the Boston area to a major institution with offices and clients across the US and around the globe. Today, the firm has more than 50 affiliated offices worldwide managing over $16+ billion in client assets (as of October 2024). Since 1985, we have been committed to providing the highest quality financial services and products to our clients through financial professionals who share this goal. Our affiliated advisors include some of the most successful teams from the major financial institutions. Bolton Global Capital is a FINRA and SEC registered broker dealer and SIPC member firm licensed to conduct business in all 50 US states. Advisory services are provided through Bolton Global Asset Management, a SEC registered investment advisor. Client accounts are held in custody and securities cleared through BNY Mellon Pershing.
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Verified contacts
56
available on Kipplo
LinkedIn employees
78
11 to 50 range
Open roles
—
no listings
Distinct roles
38
indexed titles
Tech stack
1
tools in use
Monthly traffic
930
organic / mo
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Decision-makers and verified team members
56 contacts with verified email or phone · masked until revealed.
- FP
Fernando Panizzutti
Wealth Management Investment Director · Finance & Accounting
EmailPhone - MV
Mark van der Eijk
Investment Portfolio Manager · Finance & Accounting
EmailPhone - MC
Milton Ceotto
Relationship Manager · Sales & Business Development
EmailPhone - AH
Arturo Hierro
Registered Investment Advisor · Finance & Accounting
EmailPhone - CV
Carlos Villanueva
Investment Advisor · Finance & Accounting
EmailPhone - DJ
Diana J. Helliwell
Sr Financial Advisor · Finance & Accounting
EmailPhone - EA
Eduardo Aguerrevere
Registered Broker · Sales & Business Development
EmailPhone - EB
Eli Butnaru
Financial Advisor · Finance & Accounting
EmailPhone - EC
Ernesto Cucalon
Financial Advisor · Finance & Accounting
EmailPhone
Showing 9 of 56 verified contacts
Top roles at Bolton Global Capital
38 distinct titles indexed · top 10 shown.
- 7financial advisor
- 3investment advisor
- 2&,
- 2client associate
- 2office coordinator
- 2registered investment advisor
- 1account manager
- 1asset and wealth management intern
- 1assistant
- 1bolton global
- +28more titles
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