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.
Irina Varela
CLIENT SERVICES ASSOCIATE
Irina Varela is a Client Services Associate at Mejia Capital, bringing eight years of experience in financial services. She has a strong background in credit analysis, portfolio management, and commercial lending, having worked with institutions and clients of various sizes on both the East and West Coasts. Her expertise in financial operations and commitment to client relationships led her to pivot into client services, where she now focuses on delivering exceptional support and strategic solutions.
Irina graduated from Georgetown University in Washington DC where she earned a BS in Business Administration with a specialization in Management, Leadership, and Innovation.
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.
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.