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OUR TEAM

RICARDO QUIROS

MANAGING PARTNER

Ricardo Quiros is managing partner at Caoba Capital Wealth Management.  Ricardo graduated from Tulane University with a dual degree in Economics and Political Science.  Ricardo is licensed as a General Securities Representative, Life and Health Insurance representative and holder of the following industry licenses administered by FINRA - Series 3,7, 63 and 65.


He began his financial career in 2005 with Smith Barney/Citigoup Global markets.  Before moving to Bolton Global Capital, he was Senior Vice President at Merrill Lynch. Ricardo has experience in servicing High Net Worth Individuals, Family offices and Financial Institutions.  Ricardo is fluent in Spanish and English, and is conversational in French. With over 13 years of experience in the industry, Ricardo is passionate about helping his clients with assertive financial strategies to fit their needs and objectives.

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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.

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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 Caoba Capital Wealth Management.

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Securities Offered Through Bolton Global Capital, Inc. Member FINRA, SIPC 

Advisory Services Offered Through
Bolton Global Asset Management, a SEC Registered Investment Advisor

Caoba Capital Wealth Management, Bolton Global Capital and Bolton Securities are not affiliated with BNY Mellon or Pershing, LLC.

State securities laws require that your Financial Representative be registered in the state in which you live.  For this listing, please refer to the Broker Check Link provided.

Check the background of your financial professional or our broker-dealers and registered investment advisor on FINRA's BrokerCheck. Bolton Global Capital, Bolton Global Asset Management and their financial professionals do not provide tax services. Copyright Bolton Global Capital, LLC, a registered broker-dealer.  For more information, visit https://finra.org or https://sipc.org.  Copyright Bolton Securities Corporation, d/b/a Bolton Global Asset Management and other trade names, a federally registered investment advisor.
 
Click on the following LINK for copies of the firms’ Form ADV, Client Relationship Summary, Brokerage and Advisory Accounts Fee and Conflicts Disclosure and other important disclosure information.  

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Caoba Capital Wealth Management © 2023. All Rights Reserved.

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