Bolton Global Asset Management

Luiz F Ottoni Candido is a financial advisor at Bolton Securities Corporation with Series 63 and Series 65 designations. He has experience working with firms including BTG Pactual US Capital, Genesis Investment Advisors, and Safra National Bank of New York. Bolton Global Asset Management provides asset management and financial planning services to individual, corporate, institutional, and charitable clients, offering customized portfolio management through a network of independent advisers and employing a primarily long-term investment approach.

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 in Miami, FL, holding a Series 66 designation and 22 years of industry experience. He has been with Bolton Global Asset Management and Bolton Global Capital since 2015. Perez is also co-owner and managing partner of Perez Wealth Management, LLC, through which he operates securities and investment advisory 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’s advisor-driven approach customizes portfolios using a range of investment vehicles with a generally long-term focus while allowing tactical adjustments.

Andrei Santos is an investment advisor representative with Bolton Securities Corporation, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. His prior roles include positions at Wells Fargo Advisors LLC and Wells Fargo Clearing. He is also the owner and manager of Arisan Financial Advisors, LLC, an investment advisory business. Bolton Global Asset Management provides discretionary and non-discretionary asset management and financial planning services to a diverse client base that includes individuals, high-net-worth investors, charitable organizations, and corporations. The firm’s approach is driven by independent investment adviser representatives and typically employs a long-term orientation using mutual funds, ETFs, equities, and fixed-income securities.

Cristina Acosta is a financial advisor at Bolton Securities Corporation with seven years of industry experience. She holds Series 63 and Series 65 designations and has worked at firms including Lloyd Crescendo Advisors and Cardea Capital Advisors. Outside of her advisory role, she is involved in financial education initiatives for women, serving as a Circle Leader for the nonprofit Invest for Better and founding 5E Wealth Lab, a company focused on creating financial education programs for women and girls. 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, and institutions. The firm’s approach emphasizes tailoring portfolios to client goals and risk tolerance, utilizing a mix of mutual funds, ETFs, equities, and fixed income with a generally long-term orientation.

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®-certified financial advisor with eight years of industry experience. He is currently with Bolton Securities Corporation and has previously worked at firms including Fisher Investments, E*TRADE Securities LLC, The Vanguard Group, Inc., and Bullard McLeod & Associates. 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 approach is IAR-driven, tailoring portfolios using a range of investment vehicles with a generally long-term orientation, while also offering tactical trading and rebalancing options.

Harry Tokatlian is a Series 66 licensed financial advisor with Bolton Securities Corporation, bringing 25 years of industry experience. He has been associated with Bolton Global Asset Management and Bolton Global Capital since 2009. Outside of his advisory role, he is the owner and manager of HMG Capital, LLC, an entity operating securities and investment advisory 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 advisor-driven approach, utilizing a range of investment vehicles with a long-term orientation while allowing tactical adjustments.

Samuel Nunez is a financial advisor with Bolton Securities Corporation, holding Series 63 and Series 65 licenses and possessing 32 years of industry experience. He has worked at Bolton Global Asset Management and Bolton Global Capital since 2016, and previously spent 23 years at Merrill and 7 years at Bank of America. He is the owner and managing member of Bilimek, LLC, an entity established to facilitate his securities and investment-related business. 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 adviser-driven approach customizes portfolios based on client goals and risk tolerance, utilizing a range of investment vehicles with a generally long-term orientation while allowing tactical trading and rebalancing.

Diogo Cavalcanti 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 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he is the owner of YellowWindWay, Inc., and co-owner of Assurance Corporate Services LLC, which facilitates offshore corporate filings. 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.

John Cataldo is a financial advisor with Bolton Securities Corporation and holds a Series 66 designation. He has 15 years of industry experience and has worked at firms including Bolton Global Asset Management, Bolton Global Capital, LPL Financial, and Integrated Wealth Concepts. Additionally, he is a licensed attorney involved with D'Ambrosio Law Offices and serves as a notary public. 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 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.

William Kriz Pakciarz is a CFA® charterholder with six years of industry experience. He is currently affiliated with Bolton Securities Corporation and Bolton Global Asset Management, where he has worked since 2019. He also serves as director of Sun Partners S.A. and Sun Partners Uruguay S.A., foreign investment advisory firms licensed by the Central Bank of Uruguay. Additionally, he owns VioLesan, a private company in Uruguay providing economic consulting services. Bolton Global Asset Management offers discretionary and non-discretionary asset management and financial planning services to a diverse client base, including individual investors, charitable organizations, corporations, and retirement plans. The firm employs an independent adviser representative model that customizes portfolios using mutual funds, ETFs, equities, and fixed income with a generally long-term investment approach while allowing tactical trading.

Miguel Ballestas is a financial advisor with Ballestas Advisors, holding Series 63 and Series 65 credentials and over 38 years of industry experience. He has been with Ballestas Advisors since 2017 and is also associated with Bolton Securities Corporation and Bolton Global Capital. Outside of his advisory roles, he provides consulting services to a limited partnership that invests in operating businesses. Ballestas Advisors is a small firm based in Miami, serving clients through personalized investment advisory services.