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GLOBAL
WEALTH
MANAGEMENT

About Us

ABOUT US

Marcelo Charul, an independent financial advisor based in Miami, FL, leads a team dedicated to serving a global clientele of investment professionals and individuals. They specialize in delivering tailored financial strategies that capitalize on market opportunities while managing investment risks with care.

By prioritizing clients’ unique liquidity needs, financial goals, and risk tolerance, Marcelo and his team provide personalized solutions that inspire confidence and support long-term success. Their deep expertise in global markets ensures a commitment to excellence and results-driven outcomes.

Our Team

OUR TEAM

Marcelo Charul

Financial Advisor

Marcelo E. Charul is a distinguished alumnus of Universidad Católica in Argentina, where he majored in accounting. He graduated in 1999 as a Certified Public Accountant, laying a strong foundation for his future endeavors in the financial sector. Marcelo brings a wealth of experience and expertise to his role. Since obtaining his Series 7 license in June 2008, he has been providing top-notch securities brokerage services as a Registered Representative (RR). His commitment to excellence continued with the acquisition of his Series 66 license in April 2012, enabling him to offer comprehensive investment advisory services as an Investment Adviser Representative (IAR). With over two decades of experience in the financial industry, Marcelo has developed a deep understanding of market dynamics and client needs. His approach is client-centric, focusing on personalized financial strategies that align with each client's unique goals and risk tolerance. Marcelo's dedication to his clients and his profession is evident in his continuous pursuit of knowledge and his unwavering commitment to providing exceptional financial guidance.

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Andres Astudillo

Investment Advisor Representative

Jose Cano

Financial Advisor

Jose Cano holds a Master’s Degree in Business Administration (MBA) from NYU Stern School of Business and a Graduate Degree in Industrial Engineering from Escuela Superior de Ingenieros Industriales in Barcelona, Spain. With over four decades of experience in the financial industry, Jose has built a distinguished career working for some of the world's most prestigious financial institutions. Prior to joining Bolton Global Capital LLC in July 2021, he held key positions at Citibank New York, Banker’s Trust New York, Banco Santander in both New York and Miami, and Wells Fargo Advisors in Miami. Throughout his career, Jose has developed extensive expertise in wealth management, investment strategies, and client advisory services, offering tailored financial solutions to a diverse clientele. Jose's comprehensive background enables him to approach complex financial challenges with analytical precision and strategic insight. His commitment to delivering personalized client service and his deep understanding of global financial markets make him a valuable asset to the Bolton Global Capital team. At Bolton, he continues to provide clients with sophisticated investment strategies designed to meet their unique financial goals while managing risk effectively. 786-693-7822 jcano@boltonglobal.com

Estefania Navas

Client Service Manager

Andres Alberto Astudillo joined our team in 2023 as a Client Associate, where he excels in optimizing operational processes and supporting team efficiency. He holds a Bachelor of Science degree with a minor in General Business from Florida State University in Tallahassee, Florida. In his role, Andres manages investments and trading for clients, leveraging his expertise to ensure optimal financial outcomes. He also conducts thorough investment research to support informed decision-making. Andres holds the FINRA Series 7 License, which underscores his proficiency in the field. In 2021, Andres completed an internship with Private Wealth Advisors, Inc., which sparked his enthusiasm for wealth management. He is fluent in both English and Spanish, enhancing his ability to communicate effectively with a diverse client base.

Ivette Martinez

Senior Client Associate (Operations)

Estefania Navas has been a Client Associate since 2016, bringing extensive experience in client support, onboarding, and operational efficiency. She graduated from Florida International University in 2019 with a Bachelor's degree in Hospitality Management, further strengthening her skills in client relations and service excellence. In her role, Estefania is responsible for documentation support, account openings, wire transfers, check handling, and various administrative duties. Her background includes collaboration with teams from Merrill Lynch and Wells Fargo, as well as over nine years at Bolton Global, where she played a key role in ensuring seamless client transitions. Fluent in both English and Spanish, she effectively communicates with a diverse clientele, enhancing their overall experience. 786-693-7865 enavas@boltonglobal.com

Ivette Martinez joined our team as a Client Associate in 2019, bringing her expertise in client onboarding and operational efficiency. In her role, she is responsible for documentation support, account openings, wire transfers, handling checks, and various administrative duties. Ivette graduated from Miami Dade College and furthered her studies at Florida International University, where she honed her knowledge in finance and business. She has cultivated substantial experience in the finance sector since 2017, having worked for two years at BAC Florida Bank as a Loan Operations Specialist. Additionally, Ivette is fluent in both English and Spanish, which enhances her ability to connect with a diverse clientele.

OUR SERVICES

Our Services

PORTFOLIO

MANAGEMENT

With access to multiple institutional research platforms, our independent Financial Advisor can help you to define investment strategies tailored to your goals, and then help you to make informed investment choices across every market and asset class.

LENDING

SOLUTIONS

With competitive interest rates and flexible borrowing terms, our lending programs have no required payment schedules or application fees.

CASH

MANAGEMENT

Access banking services such as check writing, a Visa debit card for purchases or ATM cash withdrawals, automated deposits and withdrawals as well as bill-pay, all through a single investment account.