Jackson Smith is a financial advisor with Bolton Securities Corporation based in Houston, TX. He holds Series 63 and Series 65 licenses and has three years of industry experience. Prior to joining Bolton Global Capital and Bolton Global Asset Management, he worked at firms including Raymond James & Associates, Merrill, and Bank of America. Bolton Global Asset Management provides asset management and financial planning services to individual, corporate, institutional, and charitable clients. The firm employs a range of investment strategies through internal management, unaffiliated managers, and third-party programs, focusing primarily on long-term wealth management using mutual funds, ETFs, equities, and fixed-income securities.

Carolina Acurio is a financial advisor at Bolton Securities Corporation with 24 years of industry experience. She holds the Series 66 designation and has been with Bolton Global Asset Management and Bolton Global Capital since 2015. Outside of her advisory role, she is the owner and manager of Sunblazzer Associates, LLC, based in Miami, FL. 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, charities, corporations, retirement plans, and financial institutions. The firm’s approach is adviser-driven, focusing on tailored portfolios that incorporate mutual funds, ETFs, equities, and fixed-income securities with a long-term orientation while allowing tactical adjustments.

Michael Dow is a financial advisor with Bolton Securities Corporation, holding Series 63 and Series 65 credentials and 35 years of industry experience. He has been associated with Bolton Global Asset Management since 2007 and Bolton Global Capital since 2005. Dow is co-owner of Dow Capital Management, LLC, an entity created to operate securities and investment advisory services. Bolton Global Asset Management provides asset management and financial planning to individual, corporate, institutional, and charitable clients. The firm offers portfolio management using a variety of investment vehicles and emphasizes a primarily long-term approach while allowing flexibility for shorter-term strategies.

Edilberto Moreno is a Series 66 licensed financial advisor with 26 years of industry experience, currently serving at Bolton Securities Corporation. He has been with Bolton Global Asset Management and Bolton Global Capital since 2016. Moreno is co-owner and managing director of PWA Family Office, LLC, and also manages Batista & Moreno Advisors. Additionally, he serves as a director of his wife's pediatric cardiology practice in Panama and is involved in real estate development projects there. Bolton Global Asset Management provides asset management and financial planning services to individual, corporate, and institutional clients, including high-net-worth individuals. The firm uses a network of independent investment adviser representatives and offers customized wealth management through various investment vehicles, emphasizing a primarily long-term approach.

Arturo Vasquez is a financial advisor with Bolton Securities Corporation in Miami, FL, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has been with Bolton Global Asset Management and Bolton Global Capital since 2016. Vasquez maintains a fixed life insurance license, obtained in 2019, though he currently does not actively conduct sales in this area. Bolton Global Asset Management provides asset management and financial planning services to individual, corporate, institutional, and charitable clients. The firm offers customized portfolio management using a mix of internal and third-party strategies, emphasizing a primarily long-term approach while allowing for various investment techniques.

Michael Pansovoy is a financial advisor with Bolton Securities Corporation and holds Series 63 and Series 65 licenses. He has 37 years of industry experience, including over 20 years with Bolton Global Asset Management and Bolton Global Capital. Outside of his advisory work, he owns and operates PAN-A-SEA, LLC, which manages a charter boat. 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, and institutions. The firm employs an IAR-driven approach with a range of investment options and sponsors custodial wrap programs while serving banking and thrift clients.

Eduardo Aguerrevere is a financial advisor at Bolton Securities Corporation with a Series 66 designation and currently has no industry experience. He has been co-owner of Pachaleta Inc., an e-commerce retail business selling outdoor goods, since 2016, and co-owner of Baren World Corp., which sells used outdoor goods returned to Pachaleta. Bolton Global Asset Management provides asset management and financial planning services to a diverse client base, including individuals, high-net-worth investors, charitable organizations, and corporations, using a range of investment vehicles such as mutual funds, ETFs, equities, and fixed-income securities with a primarily long-term focus.

Jorge Aguerrevere Sanchez is a financial advisor with Bolton Securities Corporation, holding a Series 66 designation and 33 years of industry experience. He has worked at Bolton Global Asset Management and Bolton Global Capital since 2021, and previously spent 12 years with Wells Fargo Advisors and Wells Fargo Clearing. He is co-owner of ATA Advisors, LLC, a Florida-based entity related to Bolton Securities that is not investment related. Bolton Global Asset Management provides discretionary and non-discretionary asset management and financial planning to a diverse client base, including individuals, high-net-worth investors, charitable organizations, corporations, retirement plans, and banks. The firm’s approach is IAR-driven, tailoring portfolios using mutual funds, ETFs, equities, and fixed income with a generally long-term orientation while allowing tactical adjustments.

Guillermo Rossi is a financial advisor with Bolton Securities Corporation, holding a Series 63 designation and 16 years of industry experience. He has worked at UBS Financial Services Inc. for 12 years before joining Bolton Global Asset Management and Bolton Global Capital in 2023. Outside of his advisory role, he is the owner and managing director of NY Capital Markets LLC and also manages Martik LLC, both entities related to securities and investment advisory services. 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 customizes portfolios using mutual funds, ETFs, equities, and fixed-income securities, with a generally long-term orientation and tactical flexibility.

Eduardo Cadenas is a financial advisor at Bolton Securities Corporation with 10 years of industry experience. He holds the Series 66 designation and has previously worked at Morgan Stanley and Morgan Stanley Private Bank from 2015 to 2023. Bolton Global Asset Management provides asset management and financial planning services to individual and high-net-worth investors, charitable organizations, corporations, retirement plans, and banks. The firm employs an adviser-driven approach that customizes portfolios using mutual funds, ETFs, equities, and fixed-income securities with a generally long-term orientation.