MEET OUR TEAM
Andrei Santos
FINANCIAL ADVISOR
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.
Milton Ceotto, CFA
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® charterholder, 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.
BOLTON GLOBAL CAPITAL
Key Members
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.
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