Bolton Global Capital announced the addition of Luiz Ottoni, an experienced executive with more than 35 years of experience in global financial markets, as part of its strategy to strengthen its capabilities in wealth management and international advisory.
The firm highlighted that Ottoni has extensive experience in portfolio construction, discretionary investment strategies, and multi-asset allocation across both developed and emerging markets. Throughout his career, he has managed capital for high-net-worth clients, family offices, and financial institutions, with a focus on macroeconomic strategies and disciplined risk management.
Steve Preskenis, CEO of Bolton Global Capital, stated that Ottoni’s arrival strengthens the firm’s international advisor network thanks to his global perspective and investment experience.
“His international perspective, depth of experience, and disciplined investment approach make him a strategic addition to our growing network of advisors. Luiz represents the kind of high-level professional who thrives in an independent environment and generates significant value for clients,” said Preskenis.
Ottoni will continue to focus on designing customized investment solutions, leveraging his experience in fixed income, equities, structured products, and derivatives, with a notable specialization in Latin American markets.
The newly appointed executive at Bolton Global Capital noted that the firm’s independence and global reach were key factors in his decision to join the organization.
“The firm’s commitment to true independence, together with its strong platform and international presence, creates an exceptional environment to serve clients with flexibility and strategic focus,” said Ottoni.
Before joining Bolton Global Capital, Ottoni served as Director and Private Banker at Banco BTG Pactual in Miami, where he led global asset allocation strategies and advised high-net-worth clients, managing approximately $400 million in assets.
His career also includes relevant positions at Safra National Bank of New York and Genesis Investment Advisors, as well as leadership roles at Itaú BBA. He began his professional career at Banco Sul América.
Bolton Global Capital indicated that it continues its expansion strategy by adding advisors with international experience, in a context where demand for customized wealth solutions and access to global markets continues to grow.
Founded in 1985, Bolton Global Capital is an independent broker-dealer and wealth management firm focused on international and U.S. clients. The company has a strong presence among Latin American and European investors and manages $19 billion in assets, as of October 2025.
