OUR TEAM
TANYA DUARTE
MANAGING PARTNER
Tanya Duarte graduated from Florida International University with a Bachelor’s degree in International Finance and Marketing. She received her Master in Management degree from J.L. Kellogg School of Management, at Northwestern University in Chicago and at the I.E.S.E (Instituto de Estudios Superiores de la Empresa) in Barcelona. Tanya began her career at First Chicago, as a credit analyst. Later, she moved to Mexico City to focus on the restructure of US denominated loans for Mexican corporations. In 1985, Tanya joined Chase Manhattan Bank in Miami, as a debt restructuring / loan work out specialist for US denominated loans in South America. Later, she joined the Private Banking Group in Miami managing portfolios for high net worth individuals and corporations with assignments in Houston, New York and Geneva. Tanya joined Merrill Lynch in 1994 until 2016, where she was responsible for portfolio management of family assets and personal holding corporations.
ARCHIBALDO VASQUEZ
MANAGING PARTNER
Archibaldo Vasquez holds a Bachelor’s Degree in Economics (Magna Cum Laude) from Universidad Nacional Pedro Henríquez Ureña in the Dominican Republic and holds a Master’s Degree in International Finance and Banking from Ohio State University (Magna Cum Laude). Archibaldo began his professional career at Chase Manhattan Bank in Santo Domingo as a Manager in the Strategic Planning Department. In 1986, after completing his Master’s Degree, he joined Chase Manhattan Private Bank in Miami managing the South American, Central American and Caribbean Private Banking Portfolio. From 1994 to 2016, Archibaldo worked at Merrill Lynch, managing high net worth individuals, Personal Holding Corporations and Family Foundations.
ARTURO VASQUEZ
INVESTMENT ANALYST
Arturo Vasquez graduated from University of Florida in 2009 and holds a Bachelor’s Degree in Finance as well as a Master’s Degree in International Management. In 2011, he joined Banque National de Paris working in the Private Banking Department. Later in 2013, he joined Morgan Stanley Wealth Management as a Financial Analyst and Fixed Income manager for a group managing Brazil, Venezuela and Europe. Arturo is fluent in English, Spanish, French, and Portuguese.
MARIA JOSE MIRANDA
JUNIOR INVESTMENT ANALYST
Maria Jose Miranda graduated Summa Cum Laude from Saint Joseph’s University in Philadelphia, PA where she obtained a Bachelor’s Degree in Finance and Economics. In 2016, she started her career in the financial industry with a six-month internship at Merrill Lynch in Philadelphia, PA, in the Wealth Management area. Then, in 2017 she joined the team as an investment analyst. Maria Jose is responsible for analyzing and monitoring investment funds, in order to build portfolios according to the different market environments. She is also the coordinator of the monthly Investment Committee meetings.
BOLTON GLOBAL CAPITAL
KEY MEMBERS
PIERO VELASQUEZ
ACCOUNT MANAGER
Bolton Global Capital
Piero Velasquez has been with Bolton Global Capital since 2018. Prior to Bolton, he was a Financial Solutions Advisor at Merrill Edge in Michigan. Piero has also worked at Fifth Third Bank and SunTrust Bank. Piero is a graduate of Seminole State College of Florida. He holds FINRA Series 7 and 66 licenses and is fluent in English and Spanish.
PHIL GRENIER
TRADING DEPARTMENT
Bolton Global Capital
Phil Grenier currently manages Bolton Global Capital’s trading desk which is responsible for fixed income, options, FX, and equity trading. He has 16 years of industry experience. Phil graduated from New England Conservatory, and holds an MBA from Suffolk University in Boston, MA. He also holds FINRA Series 7, 24, and 63 licenses.
The preceding Bolton Global Capital team members are exclusively employed by Bolton Capital Group and licensed with Bolton Global Capital (Member FINRA,SIPC), the introducing broker dealer of DV Wealth Management