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Bolton Capital Employee Directory

Financial ServicesNew York, United States0-1 Employees

Bolton Capital is a financial services firm based in Latham, New York. With a small staff footprint, it operates as a platform that serves a network of financial advisors and their clients. The firm has broadened its service scope through partnerships and new platforms, including alliances with iCapital Network to offer access to private market products and with Wealth Management GPT to provide AI-driven business management tools to its advisor network. In January 2025, Bolton Global Capital appointed Steve Preskenis as chief executive officer, marking a leadership change for the organization. The company has also pursued growth through expansion and service enhancements, such as opening a Miami office in 2020 and launching a client concierge platform in 2022 to deliver a family-office-style service for its advisers and clients.

Find Bolton Capital employees' phone numbers or email addresses

Bolton Capital Global Highlights

Location
Employees

North America
12

Minus sign iconPlus sign icon
  • United States Of America
    12

Bolton Capital's Leadership

  • Account Manager at Bolton Capital
    A. C.
    Account Manager
    Mobile Phone
  • Taxas Anuais Da Empresa Point East Investments at Bolton Capital
    G. R.
    Taxas Anuais Da Empresa Point East Investments
    Mobile Phone
  • Compliance Officer at Bolton Capital
    J. M.
    Compliance Officer
    Mobile Phone
  • Financial Advisor at Bolton Capital
    J. C.
    Financial Advisor
    Mobile Phone
  • Investment Advisor at Bolton Capital
    P. K.
    Investment Advisor
    Mobile Phone

Bolton Capital Employee Metrics

100%
50%
0%
2026
2025
  • Finance
  • Other
  • Sales

Contact profiles from Bolton Capital

Name
Title
Contact
Location
Last Update
  • Account Manager at Bolton Capital
    A. C.
    Account Manager
    Mobile Phone
    United States, Massachusetts
    Sep 12, 2025
  • Taxas Anuais Da Empresa Point East Investments at Bolton Capital
    G. R.
    Taxas Anuais Da Empresa Point East Investments
    Mobile Phone
    United States, Florida
    Jul 07, 2024
  • Compliance Officer at Bolton Capital
    J. M.
    Compliance Officer
    Mobile Phone
    United States, Massachusetts
    Jun 26, 2026
  • Financial Advisor at Bolton Capital
    J. C.
    Financial Advisor
    Mobile Phone
    United States, Florida
    Oct 17, 2024
  • Investment Advisor at Bolton Capital
    P. K.
    Investment Advisor
    Mobile Phone
    United States, Florida
    Apr 25, 2025

Frequently Asked Questions

What is Bolton Capital known for?

Minus sign iconPlus sign iconBolton Capital operates in the Financial Services industry. You can contact Bolton Capital's main corporate office by phone at
+1-978-779-****
. Explore Bolton Capital's company overview page for more information.

What is Bolton Capital's most common email format?

Minus sign iconPlus sign iconBolton Capital employees' email format typically follows the pattern of FLast@boltonglobal.com. Trying to find reliable and up-to-date employee contact data? Find more Bolton Capital email formats with LeadIQ.

How many employees does Bolton Capital have currently?

Minus sign iconPlus sign iconBolton Capital has approximately 1 employees as of September 2026. These team members are located across 1 continents, including North America.

Who are Bolton Capital's key employees and leadership?

Minus sign iconPlus sign icon

As of September 2026, Bolton Capital's key employees include:

  • Account Manager: A. C.
  • Taxas Anuais Da Empresa Point East Investments: G. R.
  • Compliance Officer: J. M.
  • Financial Advisor: J. C.
  • Investment Advisor: P. K.

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