OUR TEAM
Erick Mejia
MANAGING PARTNER
Erick has over 25 years of experience as a financial advisor, where he secured, developed, and managed relationships with a select group of domestic and international high net worth individuals, their families, family offices, foundations, and trusts. Before joining Bolton, Erick spent most of his wealth management career as a Vice President with Merrill Lynch, and most recently Wells Fargo Advisors.
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He assists clients with building and preserving their wealth by creating and implementing long-term asset allocations within the context of each client’s particular risk tolerance by providing access to innovative investment ideas and opportunities. Erick develops customized investment strategies and offers a full array of solutions, including wealth management, trust, lending, and cash management services.
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Erick graduated from The American University in Washington DC, where he earned a BSBA degree in International Business and Finance. He is licensed as a General Securities Representative, Life and Health Insurance representative and holds the following Industry licenses administered by FINRA – Series 7, 63 and 65.
Bolton Global Capital
KEY MEMBERS
Meredith Dasaro
OPERATIONS ACCOUNT MANAGER
Bolton Global Capital
Meredith Dasaro has been with Bolton Global Capital since 2005. She is one of the most experienced members of the Bolton operations team, having managed service and operations for Bolton advisors catering to high net worth clients. Meredith holds a FINRA Series 99 license.
Larry Rozas
ACCOUNT MANAGER
Bolton Global Capital
Larry Rozas joins Bolton Global Capital with over a decade of experience in financial services. He specializes in regulatory compliance, operations, and client service, with proven success leading teams and streamlining processes. Larry holds FINRA Series 4, 24, 53, 7, 52, 63, 65, and 99 licenses.
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 Mejia Capital.