Bolton Global Capital announced that Otavio Sardinha has joined the firm. He was formerly a financial advisor with XP Securities in Miami where he managed a book of $107 million for high net worth clients based in Brazil. Sardinha, who has 18 years of experience in the securities industry, will be working at Bolton’s office on Brickell Avenue in Miami.
He began his career in 2002 as Equity Sales Trader with BarraInvest in Rio de Janeiro. In 2007, he joined Banif Securities where he was head the firm’s International Institutional Desk. Banif then transferred him to Miami in 2012 where he held the position of Head of Institutional Sales and Trading .
In 2013, he joined a team with Banco do Brazil Securities in Miami with $1.2 billion in assets where he was responsible for managing client relationships and growing the business. Prior to joining Bolton, he worked for XP Securities for four years as a banker and financial advisor. Mr. Sardinha a graduate of Universidade Candido Mendes, Rio de Janeiro, with a major in economics.
Bolton Global Capital is a boutique firm focused on managing the wealth of high net worth individuals on a global basis. The firm specializes in converting top tier financial advisors from the major financial institutions to the independent business model by providing turnkey office space and a full suite of international wealth management capabilities. By transitioning to independence, financial advisors achieve higher compensation, greater ownership of their business and customized solutions to support their growth.
Por Gabriela Huerta