Danbury, CT Office

Shane Edmond is a CFA® charterholder and a registered investment advisor with Bolton Securities Corporation, bringing seven years of industry experience. He has worked with Bolton Global Asset Management and Bolton Global Capital since 2018 and 2019 respectively, and also provides business development for STRAD Software, a professional practice software company. Bolton Global Asset Management offers asset management and financial planning services to individual, corporate, institutional, and charitable clients. The firm delivers customized portfolio management through a network of independent advisers, employing a primarily long-term investment approach that incorporates mutual funds, ETFs, equities, and fixed income.

Timothy Edmond is a financial advisor with Bolton Securities Corporation and holds the ChFC® designation along with Series 63 and Series 65 licenses. He has 33 years of industry experience and has worked with Dow Family Office Advisory, LLC since 2026. In addition to his advisory role, he conducts fixed insurance sales in life, health, and long-term care. Bolton Global Asset Management provides asset management and financial planning services to individual, corporate, and institutional clients, including high-net-worth individuals, trusts, and charitable organizations. The firm employs a mix of internal management, unaffiliated managers, and third-party programs, focusing on a primarily long-term investment approach using mutual funds, ETFs, equities, and fixed income.