Fund Society - April 19, 2023
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Bolton Global Capital announced the hiring of Enrique Ortega as financial advisor.
Mr. Ortega has more than 15 years of experience in portfolio management and investment analysis serving international clients.
Prior to joining Bolton Global, Mr. Ortega worked as a Senior Wealth Advisor at Citi Global Wealth Management, where he maintained a book of over $200 million in assets under management for clients from across Latin America.
Before joining Citi in 2013, he worked for Bank Leumi, EFG Capital International Corp and Banco Pichincha.
“Having known Enrique for many years, I’ve always admired his professionalism and commitment to his clients. Bolton Global Capital is thrilled to have Enrique join our team. His proven success and experience will be a valuable asset for the future growth of our organization” said Michael Averett, Bolton’s Head of Business Development.
In addition to a Master of Business Administration from the University of Miami, Mr. Ortega holds a Bachelor’s degree in Economics and Finance from Florida International University.
Mr. Ortega will be based out of Bolton’s Miami office at the Four Seasons Tower in Brickell Avenue.