Bolton Global Capital Announced the Addition of Sofía Bucay and Mónica Calabrese to Its Network of Independent Wealth Advisors, Who Lead a Team Managing Assets Totaling 150 Million Dollars, According to a Statement From the Firm
“With a combined total of six decades of experience in international private banking, investment strategy, and client relationship management, Bucay and Calabrese bring unmatched expertise and a shared commitment to empowering clients through personalized, values-based financial advice,” the firm stated.
“Sofía and Mónica are exceptional professionals who bring integrity, vision, and a true passion for their clients’ success,” said Steve Preskenis, CEO of Bolton Global Capital. “It is an honor to welcome them to the Bolton team, and we look forward to supporting their continued growth,” he added.
Sofía Bucay joins Bolton as a Senior Financial Advisor, bringing over 30 years of experience guiding individuals and families toward financial security, according to the firm. Her career includes leadership roles at Lifeinvest Wealth Management, Investment Placement Group, First National Bank, and Masari Casa de Cambio, where she specialized in currency and investment strategies. In addition to her advisory work, she is the founder of Hablando de Lana, a financial education initiative focused on empowering women and new generations with tools to achieve financial independence.
“Bolton’s culture of independence and excellence aligns perfectly with my mission of providing clients with thoughtful, tailored investment strategies,” said Bucay. “I am especially excited to continue growing Hablando de Lana with the support of a firm that values both innovation and client empowerment,” she added.
Mónica Calabrese, who also joins the firm as a Senior Financial Advisor, has over 32 years of experience in international wealth management. Most recently, she served as Managing Director and Founding Partner of LifeInvest Wealth Management. Prior to that, she held leadership positions at HSBC Private Bank, where she oversaw private banking operations for clients across Latin America. Recognized for her client-centered approach and deep industry knowledge, Calabrese is also an active advocate for financial education among Spanish-speaking professional women, according to the statement released by Bolton.
“Bolton offers the ideal platform for advisors seeking the freedom to build meaningful client relationships while having access to top-tier resources,” said Calabrese. “I look forward to continuing my work in financial education and supporting the next generation of women leaders in finance,” she concluded.
