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OUR TEAM

Andrés Ballestas, CIMA®

MANAGING PARTNER

Andrés Ballestas is the founder and managing partner of Ballestas Group. Mr. Ballestas leads a group of highly qualified specialists focused on wealth management and advisory services to high net worth families and "Family Offices" located in Latin America and Europe. Its main objective is to offer alternatives and a differentiated service to those typically offered by private banks in the US and Europe. Since 2002 he has held the designation of Certified Investment Management Consulting Analyst (CIMA) and is a member of the Investment Management Consulting Association (IMCA). In his role as managing partner, Andrés' main focus is risk management in client portfolios.

Prior to founding Ballestas Group, Andrés worked for 29 years at Merrill Lynch as First Vice President of Investments and Private Wealth Advisor, where he advised high net worth families. He was a member of the Charles E. Merrill Circle, a distinction few in the industry achieve.

Andrés graduated from the University of San Diego in Administration and Economics. He has completed several courses in leadership, liability management and administration, and alternative investments at the Wharton School of Business at the University of Pennsylvania and at the Booth School of Business at the University of Chicago.

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Felipe Ballestas

MANAGING DIRECTOR

Felipe Ballestas is the Managing Director of Ballestas Group. Felipe joined the team in June 2016. Prior to joining Ballestas Group, Felipe worked at Merrill Lynch for 22 years in the position of Senior Vice President advising high net worth families. He was a member of the Merrill Lynch Circle of Excellence.

During his time at Merrill Lynch, Felipe also worked at Merrill Lynch Bank Suisse and led the Financial Advisory Group team in Miami, helping advisors and clients with fixed income, equity, options and currency trading.

Felipe graduated from the University of Georgia where he received his degree in Engineering.

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Securities Offered Through Bolton Global Capital, Inc. Member FINRA, SIPC 

Advisory Services Offered Through
Bolton Global Asset Management, a SEC Registered Investment Advisor

Ballestas Group, Bolton Global Capital and Bolton Securities are not affiliated with BNY Mellon or Pershing, LLC.

State securities laws require that your Financial Representative be registered in the state in which you live.  For this listing, please refer to the Broker Check Link provided.

Check the background of your financial professional or our broker-dealers and registered investment advisor on FINRA's BrokerCheck. ​Bolton Global Capital, Bolton Global Asset Management and their financial professionals do not provide tax services. Copyright Bolton Global Capital, LLC, a registered broker-dealer.  For more information, visit https://finra.org or https://sipc.org.  Copyright Bolton Securities Corporation, d/b/a Bolton Global Asset Management and other trade names, a federally registered investment advisor.

 

Click on the following LINK for copies of the firms’ Form ADV, Client Relationship Summary, Brokerage and Advisory Accounts Fee and Conflicts Disclosure and other important disclosure information.

Ballestas Group © 2023. All Rights Reserved.

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