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OUR TEAM

Alex Astudillo

PRESIDENT

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.

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Angela Canas

RELATIONSHIP MANAGER

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 has been working in the client relationship area dedicated to serving the clients' everyday needs.

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Ivette Martinez

ADMINISTRATIVE ASSISTANT

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 an administrative assistant. Ivette is responsible for assisting clients’ necessities and handling operational duties.

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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. 

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BOLTON GLOBAL CAPITAL

KEY MEMBERS

Adrian Exposito

MIAMI OFFICE MANAGER

Bolton Global Capital

Adrian Exposito has been with Bolton Global Capital since 2016. Prior to Bolton, he was working at Wells Fargo Advisors as a Registered Associate Trading for high net worth Institutional clients and also worked at Mora Wealth Management as a Portfolio Operations Associate where he acquired a broad range of experience in Trading, Operations and working with high net worth international clients as well as the Pershing platform. Adrian is a graduate of Excelsior College in Business Administration. He also holds FINRA Series 7, 65, and 99 licenses and is fluent in English and Spanish.

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Phil Grenier

TRADING DEPARTMENT

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.

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The preceding Bolton Global Capital team members are exclusively employed by Bolton Capital Group and licensed with Bolton Global Capital (Member FINRA,SIPC), the introducing broker dealer of Private Wealth Advisors.

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Securities Offered Through Bolton Global Capital, Inc. Member FINRA, SIPC 

Advisory Services Offered Through
Bolton Global Asset Management, a SEC Registered Investment Advisor

Private Wealth Advisors, Inc., Bolton Global Capital and Bolton Securities are not affiliated with BNY Mellon or Pershing, LLC.

State securities laws require that your Financial Representative be registered in the state in which you live.  For this listing, please refer to the Broker Check Link provided.
 

Check the background of your financial professional or our broker-dealers and registered investment advisor on FINRA's BrokerCheck. ​Bolton Global Capital, Bolton Global Asset Management and their financial professionals do not provide tax services. Copyright Bolton Global Capital, LLC, a registered broker-dealer.  For more information, visit https://finra.org or https://sipc.org.  Copyright Bolton Securities Corporation, d/b/a Bolton Global Asset Management and other trade names, a federally registered investment advisor.

 

Click on the following LINK for copies of the firms’ Form ADV, Client Relationship Summary, Brokerage and Advisory Accounts Fee and Conflicts Disclosure and other important disclosure information.  

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Private Wealth Advisors, Inc. © 2023. All Rights Reserved.

 

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