Alex Astudillo

PRESIDENTE

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

GERENTE DE RELACIONES

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

ASISTENTE ADMINISTRATIVA

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

ANALISTA DE INVERSIONES JUNIOR

Maria Jose Miranda es graduada con el reconocimiento Summa Cum Laude de Saint Joseph’s University en Philadelphia, PA con el título de Bachelor’s Degree en Finanzas y Economía. En el 2016, comenzó su carrera en la industria financiera con una pasantía de seis meses en Merrill Lynch en Philadelphia, PA, en el área de Wealth Management. Después, en el 2017 se unió al equipo como analista de inversiones. Maria Jose es responsable de analizar y monitorear fondos de inversión, para la construcción de portafolios de acuerdo a los diferentes entornos de mercado. Además, es la coordinadora de las reuniones mensuales del Investment Committee.

BOLTON GLOBAL CAPITAL

KEY MEMBERS

Jennifer Aguerrebere

GERENTE DE LA OFICINA DE MIAMI

Bolton Global Capital

Jennifer Aguerrebere ha trabajado en Bolton Global Capital desde 2014. Anteriormente, formaba parte de un equipo de $1 Billion AUM en Deutsche Bank donde adquirió una vasta experiencia en el manejo patrimonial internacional en la plataforma de Pershing. Jennifer se graduó en la Universidad Internacional de la Florida y tiene un MBA de la Universidad de Miami. Ella tiene las licencias de Finra Serie 7, 24 y 66 y es fluente en inglés y español.

Phil Grenier

DEPARTMENTO DE TRADING

Bolton Global Capital

Phil Grenier maneja la Mesa de Trading de Bolton Global Capital la cual es responsable la renta fija, opciones, monedas y acciones. Tiene 16 años de experiencia en la industria. Phil se graduó en el New England Conservatory y tiene un MBA de Suffolk University en Boston, MA. Phil tiene las licencias FINRA Serie 7, 24 y 63.

Los miembros anteriores del equipo de Bolton Global Capital son empleados de Bolton Global Capital (miembro de FINRA, SIPC), el introducing broker dealer del Private Wealth Advisors.

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.

Private Wealth Advisors, Inc. professionals are registered within the following states:
CT,DE,FL,TX,VI

FINRA BrokerCheck

Private Wealth Advisors, Inc. © 2020. All Rights Reserved.

 

AA1/AAA0002a

‚Äč