Tag: breakaway broker

Enrique Ortega Joins Bolton in Miami From Citi

Fund Society - April 19, 2023

Bolton Recruits Former Merrill Lynch Advisor with $130 Million AUM

Funds Society - August 18, 2022

Bolton adds $1.6 Billion from Wells Fargo Teams

CityWire Americas - September 16, 2021

Bolton bags $1bn Miami-area Wells Fargo advisor team

CityWire Americas - February 10, 2021

XP Miami advisor breaks away to join Bolton network

CityWire - April 27, 2020

Bolton Global expande su presencia en Brasil con la contratación de Otavio Sardinha

Funds Society - April 27, 2020

Bolton Hires another Morgan Stanley Advisor

Funds Society - November 6, 2019

Bolton expects continued migration from major banks to independents

FundsSociety - May 16, 2019

Bolton Annual Advisor Conference held at Four Seasons Miami – Citywire Event Photos

CityWire Americas - May 15, 2019

Morgan Stanley Advisor Joins Bolton’s New York City Office

FundsSociety - October 18, 2018

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