fundssociety - September 18, 2023
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For the last 12 years Mr. Cucalon has worked at Morgan Stanley as an Executive Director where he has managed a book of over $300 million in assets under management
Muro formerly worked at Morgan Stanley, Merrill Lynch and Andersen Consulting. Her ample experience in the industry dates to 2005
“Recruiting top industry professionals like Ernesto and Luisa is a major win for Bolton Global Capital. Ernesto is an experienced advisor who will undoubtedly continue to grow and enjoy tremendous success at our firm. We are looking forward to working with both of them” said Michael Averett, Bolton’s Head of Business Development
Bolton Global Capital has recruited Ernesto Cucalon from Morgan Stanley as the most recent financial advisor to join the firm from this major wirehouse. Cucalon has more than 26 years of experience in International Portfolio Management and Estate Planning serving ultra-high net worth clients in Mexico and Colombia.
For the last 12 years Cucalon has worked at Morgan Stanley as an Executive Director where he has managed a book of over $300 million in assets under management. Prior to that, he was a Senior Vice President at Merryl Lynch where he initiated his career in 1997.
Cucalon will be joined at Bolton by Luisa Muro as a Portfolio Associate. Muro formerly worked at Morgan Stanley, Merrill Lynch and Andersen Consulting. Her ample experience in the industry dates to 2005.
“Recruiting top industry professionals like Ernesto and Luisa is a major win for Bolton Global Capital. Ernesto is an experienced advisor who will undoubtedly continue to grow and enjoy tremendous success at our firm. We are looking forward to working with both of them” said Michael Averett, Bolton’s Head of Business Development.
Cucalon graduated from ICESI with a degree of Business Administration in his native Cali, Colombia. He also holds an MBA from the University of Miami as well as a certification in Financial Management from the School of Advanced Financial Management.
Muro graduated from the University Metropolitana in Caracas, Venezuela with a Bachelor of Science in Business Administration and a specialization in Marketing from Foothill College.
Cucalon and Muro will be based out of Bolton’s Miami office at the Four Seasons Tower in Brickell Avenue.