How to Put People and Strategy Before Anything Else in Asset Management

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Learn from one of the most renowned independent wealth management firms with a large network of financial advisors teams in the US and Latin America, how they attracted the right advisors, at the right time, to exponentially grow their AUM.
In this episode, we discuss everything from how to implement technology to how Bolton took advantage of a shift in the marketplace to gain market share.

Matthew Beals

Chief Operating Officer, Chief Information OfficerBolton Global Capital Matt Beals is Chief Operating Officer and Chief Information Officer at Bolton Global Capital. In this role, Matt oversees back office operations, platform development, infrastructure expansion, information systems, and cybersecurity. He also works closely with Bolton’s executive team on business development and company strategy. Prior to his current role, Matt was Manager of Technology and Business Development for Bolton Global Capital, where he managed information systems, cybersecurity, and supported new advisor acquisition. Matt holds a BS in Mathematics and Statistics and an MBA, both from the University of Massachusetts at Amherst.  He holds FINRA Series 7 and 24 licenses.

About Bolton

For more than 30 years, Bolton has provided independent wealth management services to a global clientele. As a privately held company, Bolton has grown its business from a small firm operating in the Boston area to a major institution with offices and clients across the US and around the globe. Today, the firm has more than 50 affiliated offices worldwide managing over $9 billion in client assets. Bolton Global Capital is a FINRA and SEC registered broker dealer and SIPC member firm. Advisory services are provided through Bolton Global Asset Management, a SEC registered investment advisor.https://boltonglobal.com/