OUR TEAM
Arturo Hierro
MANAGING PARTNER
Arturo began his professional career in 1990 at Probursa/BBVA Bancomer as a private banker for high net worth individuals in Mexico. From 2000 to 2006 he remained in private banking and specialized in international investments for ultra-high net worth clients, both in Mexico and Houston, Texas.
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Since 2006, Arturo continues to concentrate on portfolio management and offers a variety of family office services. Arturo has also been involved in the acquisition of distressed assets in the United States by Mexican clients.
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Arturo joined Bolton as an independent advisor in 2022. He carries with him an unwavering commitment to deliver optimal investment advice with a focus on family governance, estate preservation, multi-generational planning, personal financial management, and reporting.
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Arturo was born in Mexico City and currently resides in Miami, Florida with his family. He is a CPA who received his degree in Accounting from the Instituto Tecnológico Autónomo de México (ITAM). Arturo is a certified Investment Advisor by the SEC, holds the 2-15 Life, Health and Variable Annuities license and, also maintains AIF® certification for fiduciary responsibility on investment advice.
Millie Perez Leal
REGISTERED CLIENT ASSOCIATE
Milagros Perez Leal joined Bolton Global Capital in October 2022 as a client associate. Her key responsibilities include servicing retail international investors and helping to ensure that clients are properly assisted by maintaining client relationships, processing, and resolving client’s requests and ensuring client information and documentation is current.
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Millie has extensive experience in the Financial Services Industry, including many years of focus on operations and client services. She holds FINRA Series 7, 24, 66 and 63 and is fluent in English and Spanish with conversational Portuguese.
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Prior to joining Bolton Global Capital, Millie worked in various roles first at Bear Stearns & Co. Inc in New York as Vice President – Latin America Department where she held dual responsibility for servicing and helping with portfolio management. She moved to Miami to work with CIBC Oppenheimer Corp and in 2001 joined Salomon Smith Barney. Then in 2006, she helped in the creation of Loyola Asset Management and its clientele. She was fundamental in creating the Registered Advisor first with Finra and then with the SEC. Her various responsibilities include Operations, Registered Sales Associate, and Human Resources, as well as Junior Advisor with frequent and direct client contact. She then joined Morgan Stanley Smith Barney Wealth Management division as a Senior Registered Sales Associate.
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Millie is intently passionate and knowledgeable about excellence in client service.
Bolton Global Capital
KEY TEAM MEMBERS
Maria Revolledo
ACCOUNT MANAGER
Bolton Global Capital
Maria Revolledo is an Operations Account Manager who earned a bachelor’s Degree in Business Administration from Florida International University. She has over 15 years’ experience working in the banking industry.
She previously worked for Safra Bank of New York where she gained Operational experience for over 7 years. Maria holds series 99 license, and she is fluent in Spanish.
Deidry Feliz
DIRECTOR OF OPERATIONS
Bolton Global Capital
Deidry Feliz joined Bolton Global Capital in June 2022 as the Director of Operations. Her key responsibilities include leading the operations team, driving effective change management, building organizational resilience to minimize operational risk, and provide customized operational solutions to high producing financial advisor teams.
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Deidry has a depth and breadth of experiences in the Financial Services Industry, which include more than 18 years of experience with focus on operations, credit products, trading, compliance, and client services. She holds FINRA Series 7 and 24 licenses and is fluent in English and Spanish.
Prior to joining Bolton Global Capital, Deidry worked in various roles at Citi International Private Banking as well as managing and developing staff. Some of her previous roles at Citi include: Vice president of Client Sales and Engagement Support, Senior Fixed Income Trader and Control and Compliance Specialist. Her last role at Citi was as the Vice President of Wealth Management Product Specialist in which she advised and provided insight and recommendation on innovative and strategic product development and provided subject matter expertise on product development, price, promotions, launching and marketing to improve client experience and portfolio growth.
Deidry is passionate about excellence in client service and believes in enabling people to fulfil their professional potential by following an employee’s developmental approach to leadership.
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
Piero Velasquez
IT SUPPORT
Bolton Global Capital
Piero Velasquez has been with Bolton Global Capital since 2018. Prior to Bolton, he was a Financial Solutions Advisor at Merrill Edge in Michigan. Piero has also worked at Fifth Third Bank and SunTrust Bank.
Piero is a graduate of Seminole State College of Florida. He holds FINRA Series 7 and 66 licenses and is fluent in English and Spanish.
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 Pileus Wealth Management.