Tomas Esteve is a financial advisor at Bolton Securities Corporation with 33 years of industry experience. He holds Series 63 and Series 65 designations and has been with Bolton Global Asset Management and Bolton Global Capital since 2008. Outside of his advisory role, he is co-owner and manager of GMFE Group, LLC, which operates securities, investment advisory, and insurance businesses. 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 using mutual funds, ETFs, equities, and fixed-income securities with a generally long-term orientation while allowing tactical trading and rebalancing.

Flavio Gonzalez is a financial advisor with Bolton Securities Corporation, holding Series 63 and Series 65 credentials and 39 years of industry experience. He has worked at Bolton Global Asset Management and Bolton Global Capital since 2008 and previously spent 21 years at Merrill. Gonzalez is co-owner of GMFE Group, LLC, operating securities, investment advisory, and insurance businesses, and serves as Managing Director of Bolton Global Asset Management under the GEF Financial Group name. 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, employing various asset management programs and focusing on a long-term investment approach with a diversified portfolio construction.

Ricardo Filizola is a financial advisor with Bolton Securities Corporation, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been associated with Bolton Global Asset Management and Bolton Global Capital since 2008. Outside of his advisory role, he is a co-owner and director of RNF Group, LLC, which operates the Brownsville Dance Center. 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’s investment approach is IAR-driven, tailoring portfolios to client goals and risk tolerance, and employs a mix of mutual funds, ETFs, equities, and fixed income with a generally long-term orientation.