https://www.fundssociety.com/en/news/appointments/bolton-global-suma-a-dante-neyra-y-conny-de-la-torre-procedentes-de-morgan-stanley/ - October 4, 2023
Enlace a la publicación
- The Neyra & De La Torre Group cover high-net-worth clients from various Latin American and European countries. As a team they manage approximately $200 million in assets under management
- Neyra has more than three decades in the financial industry. He has spent the last nine years as a Senior Vice President at Morgan Stanley in Fort Lauderdale
- Conny De La Torre is a Financial Advisor, Portfolio Manager and Certified Financial Planner™. She started her career in 2013 at Merrill Lynch, where she began working with Mr. Neyra and in 2014, they both joined Morgan Stanley
Dante Neyra and Conny De La Torre are the latest international financial advisors to join Bolton Global Capital from Morgan Stanley.
The Neyra & De La Torre Group cover high-net-worth clients from various Latin American and European countries. As a team they manage approximately $200 million in assets under management.
Neyra has more than three decades in the financial industry. He has spent the last nine years as a Senior Vice President at Morgan Stanley in Fort Lauderdale and before that he served a fifteen-year tenure at Merrill Lynch. He started his career at Barnett Bank/Bank of America in 1989.
Conny De La Torre is a Financial Advisor, Portfolio Manager and Certified Financial Planner™. She started her career in 2013 at Merrill Lynch, where she began working with Mr. Neyra and in 2014, they both joined Morgan Stanley.
“The arrival of Dante and Conny to Bolton Global Capital is another testament to our firm’s successful efforts in recruiting top financial advisors. Many of their client relationships extend back three or more generations, which is a true testament to their professionalism and the trust their clients place in them. We are very pleased to welcome Dante and Conny to the firm” said Michael Averett, Bolton’s Head of Business Development. Thus far this year, Bolton has hired five advisor teams from Morgan Stanley with total client assets of $800 million.
Neyra and De La Torre will be based out of the Las Olas Financial District in Fort Lauderdale.