MEET OUR TEAM
BOSQUE / SANTOS TEAM
Andrei Santos and Felix Bosque became a team while working at Wells Fargo Advisors. They manage High-Net-Worth clients from the US and International countries. The team has strong operational and customer service support from their Senior Client Associates Adriana Perez and Milton Ceotto. Together, they strive on building strong and lasting client relationships by maintaining regular conversations and meetings to discuss market conditions, advice, educate and provide strategic investment allocations based on client’s risk profile and goals. They strive to help clients protect and grow their assets, as well as understanding and navigating through all market conditions. Everyone on the team is fully licensed and registered with the regulating agencies. Below see their individual biographies.
Felix D. Bosque
Felix has been working in the financial industry for over 32 years. He studied accounting in Arecibo, Puerto Rico, then moved to New York in 1990 and began working in the retail banking sector. Felix started his professional career as a Financial Advisor in 2000. In 2002 he moved to South Florida and worked in several financial institutions such as Bank Leumi USA (2002-2010) and Wells Fargo Advisors (2010-2021). Throughout his career, he has acquired extensive knowledge and experience to successfully help his high-net-worth clients achieve their financial goals. He is fluent in English, Spanish and Portuguese. In his free time Felix enjoys traveling, skiing, tennis, basketball and spending time with his wife Claudia and their son’s Daniel and Brandon.
Andrei graduated from Pontificia Universidade Catolica (Porto Alegre, Brazil) with a bachelor’s in mechanical engineering and MBA/MIBA at Nova Southeastern University. In 1999 started his career in the financial industry as a branch manager for Bank of America and later as a premier banker and financial advisor. Worked almost 15 years with Wells Fargo Advisors before moving to Bolton Global Capital, a boutique style advisory firm, where he can continue to help his clients realize their financial goals. He is fluent in English, Spanish and Portuguese. As for personal life, he enjoys travel, basketball, vintage cars and spending time with his wife Ana and sons Andrei and Nicolas.
SENIOR REGISTERED CLIENT ASSOCIATE
Milton Ceotto works with clients to provide high quality client service, design and implement highly customized strategies based on their precise needs and goals. He graduated from Florida International University with a degree in Engineering and holds a Masters from Northeastern University. He holds FINRA Series 7 and Series 66 licenses and is a CFA® Program participant, CFA Institute. He is fluent in English, Spanish and Portuguese. In his free time, Milton enjoys Astrophotography, scuba diving, and exploring new restaurants in town with his wife.
Adriana M. Perez
SENIOR REGISTERED CLIENT ASSOCIATE
Adriana has more than 10 years of experience as a registered client associate. Prior to joining Bolton Capital Group in 2021, she worked at various financial institutions such as Bank Hapoalim, RBC Wealth Management, Merrill Lynch and Wells Fargo Advisors. She is well versed in dealing with client investment and operational issues, her goal is to further improve the overall client experience by providing high quality and timely service. Adriana graduated from Universidad Católica Andres Bello, Caracas, Venezuela with a bachelor’s degree in Industrial Relations with a major in Human Resources. Adriana holds FINRA Series 7 and Series 66 licenses. She is fluent in English and Spanish. During her free time, Adriana enjoys reading, cooking, going to the beach and spending time with her family.
BOLTON GLOBAL CAPITAL
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.
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 the Bosque/Santos Team