Tag: Breakaway

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

Bolton Profiled in Funds Society Cover Story

Funds Society - June 30, 2020

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

Morgan Stanley advisors with $555m join Bolton

CityWire Americas - June 10, 2019

Bolton Expands NYC Presence with Morgan Stanley Hires

Information Release - June 10, 2019

Bolton expects continued migration from major banks to independents

FundsSociety - May 16, 2019

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