Soraya Batista has been a Wealth Management Advisor to High Net Worth Families from Latin America for over 30 yrs. Founder and Managing Partner of Batista Advisors LLC, DBA, Batista and Moreno Advisors after a long and successful career with Citibank, N.A the Private Bank and Merrill Lynch, Pierce, Fenner & Smith. Initiating her career at Citibank’s International Private Bank in New York City, NY where she managed a portfolio of clients focusing on providing holistic solutions in Banking, Investments, Estate Planning, Credit and Life Insurance to those families. At Merrill Lynch, Pierce, Fenner & Smith she attained her FINRA Series 7, 63, 66 and her Life, Health and Annuity license. There she developed her practice, formed her team with her two Partners to provide a best practices team approach to Wealth Management Services. Soraya now specializes in creating independent, customized solutions to her clients in a Family Office style setting with her team. She takes pride in earning the right to be their trusted advisor. She is a strong believer in collaboration, knowledge sharing and actively promoting a client-focused culture. Originally from the Dominican Republic, she is a New Yorker, who lives with her husband and her two college age daughters in Surfside, Florida. She earned her B.A degree from Queens College, City University of New York in Communications Arts and Sciences, and has completed evening business classes at New York University, NYC. Soraya holds FINRA Series 7, 63, 66 licenses.
A native of Panama, Edilberto joined Merrill Lynch International in 1998 after graduation from Ouachita Baptist University in Arkadelphia, Arkansas with a double major on Economics and Finance. At Merrill Lynch, Pierce, Fenner & Smith he worked his way within the organization, obtaining his series 7, 66, 9, 10. He worked as a VP in investments for 18 years managing high Net Worth families in Latin America. Eddie now is a Managing Partner at Batista Advisors LLC, dba Batista and Moreno Advisors, an Independent Wealth Management company. Eddie resides in Panama with his wife and 3 kids. His hobby and passion is cooking.
Maria Corina Gallegos
Maria Corina is responsible for the account management process, assisting client relationships and enhancing client’s experience. She is in charge of documentation support, account opening, processing wire transfers, scheduling client engagements and other administrative duties. Maria Corina graduated from Universidad Metropolitana, Caracas, Venezuela with a Bachelors’ degree in Systems Engineering. Her past employment in the financial services industry includes working at Unisys - Latin American Financial Solutions Center (CLSF), Lincoln Financial Group and more recently at Merrill Lynch, Pierce, Fenner & Smith. Her commitment and hard work make her a critical member for the team. She enjoys spending time with her husband and their 5 daughters.
Maria Jose Miranda
Junior Investment Analyst
Maria is responsible for analyzing mutual funds and model portfolio construction, and also serves as the Investment Committee Coordinator. She graduated Summa Cum Laude from Saint Joseph’s University in Philadelphia, PA where she double majored in Finance and Economics. She started her financial career with a semester-long internship at Merrill Lynch in Bala Cynwyd, PA. Maria is originally from Ecuador. She enjoys traveling and spending time with friends and family.
BOLTON GLOBAL CAPITAL
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.
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.