Florida, FL Office

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.

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.

Miguel Ballestas is a financial advisor with Bolton Securities Corporation, holding Series 63 and Series 65 designations and over 38 years of industry experience. He has served as co-owner and president of Ballestas Advisors LLC since 2017 and has been associated with Bolton Securities Corporation since 2014. Outside of his advisory roles, he provides consulting services to a limited partnership investing in operating businesses without compensation. Bolton Global Asset Management is a registered investment adviser offering asset management and financial planning to individuals, corporations, institutions, and charitable organizations. The firm employs a network of independent advisers and uses a combination of internal and third-party managers to deliver customized portfolios primarily composed of mutual funds, ETFs, equities, and fixed-income securities, typically emphasizing a long-term investment approach.

Luisana Torres is a financial advisor at Bolton Securities Corporation with a Series 65 credential and no prior industry experience. Her background includes roles at Bolton Global Capital, Forum Foods Corp, Hugo Boss, and Hato Rey Company. 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’s approach emphasizes tailored portfolios using a range of investment vehicles with a generally long-term orientation, supported by a network of independent investment adviser representatives.

Andres Astudillo is a financial advisor with Bolton Securities Corporation, holding a Series 66 designation and two years of industry experience. He has worked at Bolton Global Capital since 2023 and Bolton Global Asset Management since 2025. Prior to his advisory roles, he was employed at Florida State University and two high schools in Miami. Bolton Global Asset Management provides asset management and financial planning services to individual, corporate, institutional, and charitable clients. The firm offers portfolio management through various strategies, emphasizing a long-term approach with diversified investment options.

Dante Neyra is a financial advisor with Bolton Securities Corporation, holding a Series 63 license and bringing 37 years of industry experience. He has worked with Bolton Global Asset Management and Bolton Global Capital since 2023 and has been associated with Morgan Stanley and Morgan Stanley Private Bank since 2014 and 2015, respectively. In addition to his advisory role, Neyra is co-owner and principal of Neyra De La Torre Global Wealth, LLC, as well as owner and principal of DNP Global, LLC, both used for accounting purposes. 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 tailored to client goals and risk tolerance, utilizing a mix of mutual funds, ETFs, equities, and fixed-income securities with a generally long-term orientation, while also allowing tactical trading and rebalancing.

Carlos Lecour is a CFA® charterholder and holds a Series 66 license with 16 years of industry experience. He has been with Bolton Global Asset Management and Bolton Global Capital since 2017 and previously worked at J.P. Morgan Securities and J.P. Morgan Chase Bank. Outside of his advisory role, he serves as a board member for TAL Building Centers, overseeing the company’s financial matters. 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 advisor-driven approach customizes portfolios using a mix of mutual funds, ETFs, equities, and fixed income, with a long-term orientation that allows for tactical adjustments.

Euclides Moreno is a financial advisor with Bolton Securities Corporation in Miami, FL, holding a Series 66 designation and 25 years of industry experience. He has worked at Merrill for 17 years and Bank of America for one year before joining Bolton Global Asset Management and Bolton Global Capital in 2017. Moreno is also a managing partner of Moreno Wealth Management Group, LLC, and co-owner and managing director of PWA Family Office, LLC, both of which provide investment advisory services. Bolton Global Asset Management offers 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 IAR-driven approach tailors portfolios using mutual funds, ETFs, equities, and fixed-income securities with a generally long-term orientation while allowing tactical trading and rebalancing.

Jose Garcia is a financial advisor with Bolton Securities Corporation, holding a Series 66 designation and 18 years of industry experience. He has worked at Bolton Global Asset Management and Bolton Global Capital since 2017, and previously spent ten years at Merrill. Garcia is also involved with Moreno Wealth Management, LLC and PWA Family Office. Bolton Global Asset Management provides asset management and financial planning services to individual, corporate, institutional, and charitable clients. The firm uses a range of investment strategies via mutual funds, ETFs, and individual securities, emphasizing a long-term approach while allowing for shorter-term trades and option strategies.

Archibaldo Vasquez is a financial advisor with Bolton Securities Corporation, holding Series 63 and Series 66 credentials and 32 years of industry experience. He has been associated with Bolton Global Asset Management and Bolton Global Capital since 2016. Vasquez is the owner and operator of Arnaca, LLC, an entity established to facilitate tax reporting for business expenses. Bolton Global Asset Management provides asset management and financial planning services to individual, corporate, institutional, and charitable clients. The firm offers customized portfolios primarily composed of mutual funds, ETFs, individual equities, and fixed-income securities, using a long-term investment approach combined with the flexibility for shorter-term trades and option strategies.

Marcos Solanet is an advisor with Bolton Securities Corporation, holding Series 63, 65, and 66 licenses and bringing 11 years of industry experience. His work history includes roles at Bolton Global Capital since 2021 and Credit Agricole Corporate & Investment Bank from 2009 to the present. He is also the owner and president of Blue Wins Corp, an entity created to operate securities and investment advisory services outside of his primary investment activities. 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, and institutions. The firm employs an IAR-driven approach that tailors portfolios using mutual funds, ETFs, equities, and fixed income, with a generally long-term orientation while allowing tactical trading and rebalancing.