What departments does Bolton Capital have?

Bolton Capital has employees across 2 departments including Customer Success, Finance.

What is the largest department at Bolton Capital?

The largest department at Bolton Capital is Finance with 2 employees.

Where are Bolton Capital employees located globally?

Bolton Capital has employees across 1 continents and 1 countries including United States Of America.

How has Bolton Capital's team size changed over time?

Bolton Capital's team has remained stable from approximately 1 to 1 employees based on available data.

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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.

Bolton Capital Global Highlights

North America
12

United States Of America
12

Bolton Capital's Leadership

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

Bolton Capital Employee Metrics

100%

50%

2026

2025

Finance
Accounting
Administrative
Analytics
Arts & Design
Other

Contact profiles from Bolton Capital

Name

Title

Contact

Location

Last Update

A. C.
Account Manager
Mobile Phone
Email
United StatesMassachusetts
Sep 12, 2025
G. R.
Taxas Anuais Da Empresa Point East Investments
Mobile Phone
Email
United StatesFlorida
Jul 07, 2024
J. M.
Compliance Officer
Mobile Phone
Email
United StatesMassachusetts
Jun 26, 2026
J. C.
Financial Advisor
Mobile Phone
Email
United StatesFlorida
Oct 17, 2024
P. K.
Investment Advisor
Mobile Phone
Email
United StatesFlorida
Apr 25, 2025

Frequently Asked Questions

What is Bolton Capital known for?

Bolton Capital operates in the Financial Services industry; you can contact the 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?

Bolton Capital employees' email format typically follows the pattern of . 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?

Bolton Capital has approximately 1 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Bolton Capital's key employees and leadership?

As of July 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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Bolton Capital Employee Directory

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