Insigneo has announced the addition of a team from Bolton Global Capital. According to the firm, this move represents a significant expansion of Insigneo’s presence in the Northeastern United States and adds top-tier talent to its flagship Park Avenue offices. “This strategic addition underscores Insigneo’s commitment to capturing a greater share of the international wealth market within the United States, as the team joins the firm with $500 million in assets under management,” they highlight.
The team is led by industry veterans Ruben Lerner and Ariel Materin, who join Insigneo as Managing Directors, along with Jennifer Ramos, who assumes the role of Vice President, Client Relations. Together, they focus on delivering tailored financial solutions for ultra-high-net-worth (UHNW) families and institutional clients, with particular expertise in Latin American (LatAm) markets. Their addition further strengthens Insigneo’s presence in New York and brings into its expanding network one of the largest teams originating from Bolton in the region.
Ruben Lerner began his career at Merrill Lynch before moving to Morgan Stanley and later serving as Managing Director at Bolton. Ariel Materin also held leadership roles at Bolton and developed a significant part of his career at Morgan Stanley, specializing in complex investment strategies for international clients. Together, they bring decades of experience and a strong track record in managing large client portfolios.
“The team’s commitment to the UHNW and institutional segments aligns perfectly with Insigneo’s mission to deliver a truly global wealth management platform. By establishing this team along the prestigious Park Avenue corridor, Insigneo is positioned to offer greater accessibility and local insight to its growing base of domestic and international clients,” said Alfredo J. Maldonado, Managing Director and Market Head for New York and the Northeastern region.
The firm notes that their addition also strengthens Insigneo’s position as one of the leading international wealth management firms. “By equipping top-tier investment professionals with advanced technology and a broad range of global investment solutions, the firm continues to support the complex needs of high-net-worth and institutional clients,” they state.
