Alex is a graduate of the University of Miami in Economics and The American Graduate School of International Management (Thunderbird) with a masters of international business. He has worked in world leading institutions like Deutsche Bank, ABN-AMRO Bank and Merrill Lynch before becoming an Independent Financial Advisor. Fluent in Portuguese and Spanish, his client base is from Latin America, Europe and the US.
Angela Canas graduated Cum Laude from Florida International University where she obtained a Bachelor's Degree in Finance and International Business. After graduation she was hired by Merrill Lynch as a client associate and that same year she obtained her FINRA Series 7 and 66 licenses. In 2008 she went back to school to study Portuguese. Since then she is been working in the client relationship area dedicated to serving the clients' everyday needs.
Ivette Martinez will graduate April 2021 from Florida International University with a Bachelor’s Degree in Finance. In 2016, she started her career in the financial industry with a three-month internship at BAC Florida Bank in Coral Gables, FL, in the Loan Operations area, becoming full time in 2017. Then, in 2019 she joined the team as administrative assistant. Ivette is responsible for assisting clients’ necessities and handling operational duties.
Maria Jose Miranda
JUNIOR INVESTMENT ANALYST
Maria Jose Miranda graduated Summa Cum Laude from Saint Joseph’s University in Philadelphia, PA where she obtained a Bachelor’s Degree in Finance and Economics. In 2016, she started her career in the financial industry with a six-month internship at Merrill Lynch in Philadelphia, PA, in the Wealth Management area. Then, in 2017 she joined the team as an investment analyst. Maria Jose is responsible for analyzing and monitoring investment funds, in order to build portfolios according to the different market environments. She is also the coordinator of the monthly Investment Committee meetings.
BOLTON GLOBAL CAPITAL
MIAMI OFFICE MANAGER
Bolton Global Capital
Jennifer Aguerrebere has been with Bolton Global Capital since 2014. Prior to Bolton, she was a member of a $1 billion AUM team at Deutsch Bank where she acquired a broad range of experience in international wealth management as well as the Pershing platform. Jennifer is a graduate of Florida International University and holds an MBA from the University of Miami. She also holds FINRA Series 7, 24, and 66 licenses and is fluent in English and Spanish.
Bolton Global Capital
Phil Grenier currently manages Bolton Global Capital’s trading desk which is responsible for fixed income, options, FX, and equity trading. He has 16 years of industry experience. Phil graduated from New England Conservatory, and holds an MBA from Suffolk University in Boston, MA. He also holds FINRA Series 7, 24, and 63 licenses.
The preceding Bolton Global Capital team members are employees of Bolton Global Capital (Member FINRA,SIPC), the introducing broker dealer of Private Wealth Advisors.