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.
Luisa Oropeza graduated in Economics from the Universidad Católica Andrés Bello. She began her career at Bank of America in the mortgage industry. She then joined Merrill Lynch in 2014, and moved to Bolton Global Capital in 2018 as an Account Executive. She holds the following industry licenses administered by FINRA - Series 7 and Series 66 licenses. She is committed to ensuring clients have best in class service and attention. Luisa is fluent in English and Spanish.
BOLTON GLOBAL CAPITAL
KEY TEAM MEMBERS
Account Manager / Miami Office Manager
Bolton Global Capital
Jennifer Aguerrebere has been with Bolton Global Capital since 2014. Prior to Bolton, she was a member of a $1 billion AUM team at Deutsch Bank where she acquired a broad range of experience in international wealth management as well as the Pershing platform. Jennifer is a graduate of Florida International University and holds an MBA from the University of Miami. She also holds FINRA Series 7, 24, and 66 licenses and is fluent in Spanish.
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 employees of Bolton Global Capital (Member FINRA,SIPC), the introducing broker dealer of Caoba Capital Wealth Management.