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579 Main Street, Bolton, MA 01740 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2022-09-14 |
Branch Locations
579 Main Street, Bolton, MA 01740 • United States
Buenos Aires • Argentina
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ministry Of Production | Buenos Aires | 12/2015 | 05/2018 | |
| Mckinsey & Company | Buenos Aires | 06/2018 | 01/2020 | |
| Max Capital | Buenos Aires | 01/2020 | 02/2022 | |
| Bolton Global Capital | Bolton | MA | 03/2022 | Present |
| Bolton Global Asset Management | Bolton | MA | 09/2022 | Present |
1. Partner at PL Advisors S.R.L. - establish 2/2020 in Buenos Aires, Argentina. Management Consulting firm dedicated exclusively to the Argentine market, assists clients to understand the Argentine economy and make strategic decisions for their businesses and assets. Spend approximately 20 hours per month on this business, zero during trading hours. 2. Associate Professor at Universidad de Buenos Aires - began 7.2022 in Buenos Aires, Argentina. Teaching courses in macroeconomics at the Universidad de Buenos Aires. Spends approximately 4 hours on this business during the month, zero during trading hours. 3. Assistant Teacher at Universidad del CEMA - began 7.2022 in Buenos Aires, Argentina. Teaching postgraduate course in financial asset valuation theory at the Universidad del CEMA. Spends approximately 4 hours on this business during the month, zero during trading hours. 4. Registered Investment Advisor with Bolton Securities Corporation, SEC licensed IAR. Time spent represents full-time job and is balanced with RR duties. Investment related and conducted from Branch location. 5. Co-owner of Beruti International Capital Corporation, entity created for personal investments and accounting purposes. Account is held through Bolton. 1 hour spent per month outside business hours. Rep is contact person.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-08-26 |
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