Carlos Villanueva Sucre is a financial advisor with Bolton Securities Corporation and Bolton Global Capital, holding Series 63 and Series 65 credentials and bringing 18 years of industry experience. He has been with Bolton since 2014. In addition to his advisory role, he provides legal services in estate planning and family law from Caracas, Venezuela. Bolton Global Asset Management offers discretionary and non-discretionary asset management and financial planning services to a diverse client base, including individuals, high-net-worth investors, charitable organizations, corporations, retirement plans, and banks. The firm employs an IAR-driven approach that customizes portfolios using mutual funds, ETFs, equities, and fixed income, combining long-term orientation with tactical trading and rebalancing.

Rafael Sotillo Aponte is a financial advisor with Bolton Securities Corporation, holding a Series 66 designation and 17 years of industry experience. He has worked at Bolton Global Asset Management and Bolton Global Capital since 2021, and previously at Wells Fargo Clearing and Mercantil Commercebank. Bolton Global Asset Management provides discretionary and non-discretionary asset management and financial planning services to a diverse client base, including individuals, high-net-worth investors, charitable organizations, corporations, retirement plans, and banks. The firm employs an IAR-driven approach that tailors portfolios to client goals and risk tolerance, utilizing mutual funds, ETFs, equities, and fixed-income securities with a generally long-term orientation.

Rafael Alvarez is an investment advisor with Bolton Securities Corporation, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Bolton Global Asset Management and Bolton Global Capital since 2015. Alvarez is the owner and president of Miami Private Capital Partners, Inc., a separate entity established in 2018 for securities and investment advisory activities. Bolton Global Asset Management provides discretionary and non-discretionary asset management and financial planning services to a diverse client base, including individual and high-net-worth investors, charitable organizations, corporations, retirement plans, and banks or trusts. The firm’s advisor-driven approach customizes portfolios using mutual funds, ETFs, equities, and fixed-income securities, combining long-term strategies with tactical trading and rebalancing.

Jorge Perez is a financial advisor with Bolton Securities Corporation based in Miami, FL. He holds a Series 66 designation and has 23 years of industry experience. Since 2015, he has been affiliated with Bolton Global Asset Management and Bolton Global Capital. He is also co-owner and managing partner of Perez Wealth Management, LLC, where he serves as Senior Partner of Investments. Bolton Global Asset Management provides asset management and financial planning services to individual, corporate, institutional, and charitable clients. The firm employs a range of portfolio management strategies primarily using mutual funds, ETFs, equities, and fixed-income securities, focusing on a long-term approach while accommodating shorter-term trades and option strategies.

Andrei Santos is a financial advisor with Bolton Securities Corporation, holding Series 63 and Series 66 licenses and 22 years of industry experience. He has worked at Bolton Global Asset Management and Bolton Global Capital since 2021 and previously at Wells Fargo Clearing from 2016 to 2021. Santos is also the owner and manager of Arisan Financial Advisors, LLC, an investment advisory business. Bolton Global Asset Management serves individual, corporate, and institutional clients, providing asset management and financial planning with a focus on customized wealth management through various portfolio strategies. The firm operates with a network of independent advisers and offers services that include discretionary and non-discretionary portfolio management.

Juan Pernas is a financial advisor with Bolton Securities Corporation holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Bolton Global Asset Management and Bolton Global Capital, he worked in the restaurant industry for six years at 4 JJJJ Pizzeria. Bolton Global Asset Management provides asset management and financial planning services to individual, corporate, institutional, and charitable clients. The firm offers customized wealth management through various asset management programs and emphasizes a long-term investment approach while incorporating diverse strategies and portfolio structures.

Cristina Acosta is a financial advisor with Bolton Securities Corporation, holding Series 63 and Series 65 credentials and eight years of industry experience. She has worked at Bolton Global Asset Management since 2024 and previously held roles at Cardea Capital Advisors, Cardea Capital Group, Lloyd Crescendo Advisors, and Mora Wealth Management. Outside of her advisory work, she is involved with Invest for Better, a nonprofit focused on financial education for women, and founded 5E Wealth Lab, which creates financial education programs for women and girls. Bolton Global Asset Management provides asset management and financial planning services to individual, corporate, institutional, and charitable clients. The firm offers portfolio management through a network of independent advisers and employs a range of investment strategies, emphasizing a long-term approach while allowing for varied trading techniques.

Eli Butnaru is a CFA® charterholder with 26 years of industry experience. He is currently with Bolton Securities Corporation and Bolton Global Asset Management, where he has worked since 2022. Prior to that, he spent 11 years with Mora Wealth Management LLC and Mora WM Securities. Outside of his advisory role, he is co-owner and manager of IRA ANEL, LLC, an entity involved in managing rental real estate in Madrid, Spain. Bolton Global Asset Management provides discretionary and non-discretionary asset management and financial planning services to a diverse client base, including individuals, high-net-worth investors, charitable organizations, corporations, retirement plans, and financial institutions. The firm employs an IAR-driven approach, tailoring portfolios using mutual funds, ETFs, equities, and fixed-income securities with a generally long-term orientation, while also offering access to third-party managers and wrap-fee platforms.

Jason Andriano is a CFP®-designated financial advisor at Bolton Securities Corporation with eight years of industry experience. He has worked at firms including Dow Family Office Advisory, Fisher Investments, The Vanguard Group, Bullard McLeod & Associates, and Merrill. Andriano holds Series 63 and Series 66 licenses and is based in Lakewood Ranch, FL. Bolton Global Asset Management provides asset management and financial planning services to individual, corporate, institutional, and charitable clients. The firm offers customized wealth management through independent advisers and employs a mix of internal management, unaffiliated money managers, and third-party programs, with a focus on long-term investment strategies.

Samuel Nunez is a financial advisor at Bolton Securities Corporation with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Bolton Global Asset Management and Bolton Global Capital since 2016. He is also the owner and managing member of Bilimek, LLC, an entity created to facilitate his securities and investment-related business. Bolton Global Asset Management provides asset management and financial planning services to individual, corporate, institutional, and charitable clients. The firm offers customized portfolio management through a network of independent advisers, using a variety of investment vehicles and a primarily long-term approach.

Camila Cortes is a financial advisor at Bolton Securities Corporation with one year of industry experience. She holds a Series 66 designation and has worked with Bolton Global Asset Management and Bolton Global Capital since 2025. Her prior work includes roles in education and banking. Bolton Global Asset Management provides asset management and financial planning services to individuals, institutions, and charitable organizations, offering portfolios built primarily with mutual funds, ETFs, equities, and fixed-income securities through a network of independent advisers.

John Cataldo is a financial advisor with Bolton Securities Corporation who holds a Series 66 designation and has 16 years of industry experience. His work history includes roles at Bolton Global Asset Management, Bolton Global Capital, LPL Financial, Integrated Wealth Concepts, and D'Ambrosio Law Offices. He is also a licensed attorney with a part-time legal practice and serves as a notary public. Bolton Global Asset Management provides asset management and financial planning services to individual, corporate, institutional, and charitable clients. The firm offers customized wealth management through a network of independent advisers, utilizing mutual funds, ETFs, equities, and fixed-income securities with a primarily long-term investment approach.

William Kriz Pakciarz is a CFA® charterholder with seven years of industry experience. He is employed by Bolton Global Asset Management and Bolton Global Capital since 2019 and serves as director of Sun Partners S.A. and Sun Partners Uruguay S.A., a foreign investment advisory firm licensed by the Central Bank of Uruguay. Outside of his advisory roles, he owns Violesan, a company based in Uruguay that provides economic consulting services. Bolton Global Asset Management is a registered investment adviser serving individual, corporate, institutional, and charitable clients. The firm offers customized portfolio management and financial planning through a network of independent advisers, emphasizing a long-term investment approach with a broad range of strategies and investment vehicles.

Gabriella Espaillat is a financial advisor at Bolton Securities Corporation with two years of industry experience. She holds the Series 66 designation and previously worked at J.P. Morgan Securities and JPMorgan Chase Bank. Bolton Global Asset Management provides asset management and financial planning services to individual, corporate, institutional, and charitable clients. The firm employs a long-term investment approach using mutual funds, ETFs, equities, and fixed-income securities, and offers customized wealth management through a network of independent adviser representatives.

Miguel Ballestas is a financial advisor with Bolton Securities Corporation, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been associated with Bolton Securities and its affiliated entities since 2014 and is co-owner and president of Ballestas Advisors LLC, an outside registered investment advisory firm. He also provides consulting services on a limited basis to a private operating business and co-owns an insurance services company that sells fixed insurance products. Bolton Global Asset Management, the firm with which he is primarily affiliated, offers asset management and financial planning services to individual, corporate, institutional, and trust clients. The firm employs a customized wealth management approach through a network of independent advisers and uses a broad range of investment vehicles including mutual funds, ETFs, equities, and fixed income, typically focusing on a long-term investment strategy.

Luisana Torres is a financial advisor at Bolton Securities Corporation based in Miami, FL. She holds the Series 65 designation and has one year of industry experience. Her prior work includes roles at Bolton Global Capital, Forum Foods Corp, and Hugo Boss. Bolton Global Asset Management is a registered investment adviser serving individual, corporate, and institutional clients, including high-net-worth individuals and charitable organizations. The firm employs a long-term investment approach using mutual funds, ETFs, equities, and fixed-income securities, and offers customized wealth management through a network of independent advisers and various portfolio management strategies.

Shane Edmond is a CFA® charterholder and registered investment advisor representative with Bolton Securities Corporation, bringing eight years of industry experience. He has been affiliated with Bolton Global Asset Management since 2018 and is involved in business development for STRAD Software, a company owned by Dow Software, LLC, which sells and integrates software for professional practices. Bolton Global Asset Management provides asset management and financial planning services to individuals, corporate and institutional clients, and charitable organizations. The firm employs a combination of internal management, unaffiliated money managers, and third-party asset management programs, focusing on a primarily long-term investment approach across various asset classes.

Philippe Grenier is a financial advisor at Bolton Securities Corporation with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Bolton Securities since 2009 and at Delta Equity Services Corp since 2001. Bolton Global Asset Management provides asset management and financial planning services to a diverse client base, including individuals, high-net-worth investors, charitable organizations, corporations, retirement plans, and banks. The firm uses an IAR-driven approach that customizes portfolios using mutual funds, ETFs, equities, and fixed-income securities, combining long-term strategies with tactical trading and rebalancing.

Adelfa Rosario is a financial advisor at Bolton Securities Corporation with 12 years of industry experience. She holds a Series 66 designation and has worked at Bolton Securities Corporation and Bolton Global Capital since 2017, following prior roles at Safra Securities LLC and Safra National Bank of New York. Rosario is also the owner of AiM Fidelis Wealth Solutions, LLC and serves as plan sponsor and trustee of its 401(k) plan. Bolton Global Asset Management provides discretionary and non-discretionary asset management and financial planning services to a diverse client base, including individuals, high-net-worth investors, charitable organizations, corporations, and retirement plans. The firm’s advisor-driven approach customizes portfolios using mutual funds, ETFs, equities, and fixed income, offering access to third-party managers and wrap-fee platforms.