June 22, 2016
Bolton Global Capital is pleased to announce that the Merrill Lynch team of Tanya Duarte and Archibaldo Vasquez has joined the firm’s Miami office. The team manages $225 million in client assets with $2.1 million in annual revenues operating under the name “Duarte Vasquez Group”. As senior financial advisors with Merrill Lynch for the past 22 years, they have built a broad based international business serving high net worth clients predominantly from Mexico, Colombia, Dominican Republic and the US. Prior to joining Merrill Lynch in 1994, they both worked for 10 years at Chase Private Bank as Team Leaders for various Latin American markets.
We are honored to have such well respected professionals affiliate with our company and look forward to supporting the continued growth of their wealth management business. Arturo Vasquez will be responsible for client support operations where he has worked at Morgan Stanley for the past 3 years prior to joining Bolton and with BNP Paribas for 2 years. Arturo is a graduate of University of Florida and holds FINRA series 7 and 63 licenses.
With the affiliation of the Duarte Vasquez Group, Bolton continues to establish its position as a premier destination for top wirehouse teams transitioning to the independent business model. Over the past 3 years, the firm’s Miami office has recruited more than a dozen major teams from Merrill Lynch, Morgan Stanley, RBC Wealth Management, Citi Private Bank and HSBC Private Bank. During the last 3 quarters ending this month, Bolton has added teams with total AUM of more than $1.3 Billion. The firm has leased additional space at 801 Brickell Avenue to accommodate the growth of its business.
With clearing and custody of client accounts provided by BNY Mellon Pershing, the Bolton Massachusetts based firm offers the highest quality teams, access to a platform with the full complement of wealth management capabilities to support both domestic and international business. In addition to acquiring better ownership and control of their assets, teams that transition to independence through Bolton are provided with turnkey solutions to set-up, brand and run their businesses while retaining a significantly higher share of the revenues.
Bolton Global Capital is a FINRA and SIPC member firm since 1985 with licensing in all US states and has a separate SEC registered investment advisor, Bolton Global Asset Management.
Inquiries may be directed to:
Director of Business Development
Bolton Global Capital
579 Main St, Bolton, MA 01740
978-779-5361 Ext. 2212