- Bernardo Villanueva joins Carlos Villanueva at Bolton Global Capital
- Formerly an advisor with UBS Financial Services where he managed $225 million in client assets
- Bernardo holds an MBA degree from the Wharton School
Bolton Global Capital is pleased to announce that Bernardo Villanueva has joined the firm. Villanueva was formerly an advisor with UBS Financial Services where he managed $225 million in client assets. He will be working with Copernico Capital, a Bolton affiliate.
Villanueva began his career at Morgan Stanley Smith Barney in 2011 in New York City and in 2012 moved to UBS Financial Services. He will be affiliating with his brother Carlos Villanueva, who joined Bolton and founded Copernico Capital in 2014 after leaving Deutsche Bank Securities. Copernico manages $140 million in client assets on the Bolton platform.
Bernardo holds an MBA degree from the Wharton School at the University of Pennsylvania and lives with his wife and 2 children in Key Biscayne, Florida.
Since opening offices in Miami and New York City, Bolton has recruited more than two dozen international teams from the major US banks and wirehouses. The firm offers turnkey office space and a full suite of global wealth management capabilities to allow teams to easily transition to the independent business model where they can achieve higher compensation and greater ownership of their business. This model is the fastest growing segment of the US wealth management industry and Bolton has sustained a 20 percent annual growth rate over the last 5 years by focusing on teams at the major banks and wirehouses that specialize in international business.