Christian Felix is Managing Partner of Elite Global Advisors. Prior to this, he spend six years as an international financial advisor at Merrill Lynch.
Ivette Martinez will graduate April 2021 from Florida International University with a Bachelor’s Degree in Finance. In 2016, she started her career in the financial industry with a three-month internship at BAC Florida Bank in Coral Gables, FL, in the Loan Operations area, becoming full time in 2017. Then, in 2019 she joined the team as an administrative assistant. Ivette is responsible for assisting clients’ necessities and handling operational duties.
MARIA JOSE MIRANDA
JUNIOR INVESTMENT ANALYST
Maria is responsible for analyzing mutual funds and model portfolio construction, and also serves as the Investment Committee Coordinator. She graduated Summa Cum Laude from Saint Joseph’s University in Philadelphia, PA where she double majored in Finance and Economics. She started her financial career with a semester-long internship at Merrill Lynch in Bala Cynwyd, PA. Maria is originally from Ecuador. She enjoys traveling and spending time with friends and family.
BOLTON GLOBAL CAPITAL
OPERATIONS ACCOUNT MANAGER
Bolton Global Capital
Adrian Exposito has been with Bolton Global Capital since 2016. Prior to Bolton, he was working at Wells Fargo Advisors as a Registered Associate Trading for high net worth Institutional clients and also worked at Mora Wealth Management as a Portfolio Operations Associate where he acquired a broad range of experience in Trading, Operations and working with high net worth international clients as well as the Pershing platform. Adrian is a graduate of Excelsior College in Business Administration. He also holds FINRA Series 7, 65, and 99 licenses and is fluent in English and 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 Elite Global Advisors.