Bolton Global is pleased to announce the addition of a New York City based team with more than US$ 315 million in client assets. Adelfa Rosario and Michael Dejena, formerly with Safra Securities and Safra Asset Management, have formed AiM Fidelis Wealth Solutions located at 555 Madison Avenue. They each have over 35 years in the wealth management business serving clients in the US, Europe and Latin America.
Ms. Rosario began her career in 1980 at The Bank of New York in Manhattan. She then joined Citibank International Private Banking in 1983 where she managed high net worth and ultra high net worth clients. Adelfamoved to Barclays Bank International Private Banking in 1990 until it was acquired in 2002 by Royal Bank of Canada (RBC) where she remained for 13 years. The team joined Safra after RBC’s exit from the international wealth management business in 2015.
Mr. Dejena played a key role in establishing the discretionary investment business of Royal Bank of Canada (RBC) International Wealth Management where he was responsible for US$ 2.0 billion in client assets. He was Chief Investment Officer, Chairman of the Investment Committee and a member of the Executive Committee. He was Co-Chair of RBC’s International Wealth Diversity Council and played a key role in promoting a diverse workplace.
Adelfa has been recognized for achievements throughout her career including thirteen consecutive nominations to RBC Chairman and Executive Council’s awards. She is a graduate of New York University Stern School of Business and holds FINRA licenses Series 7 and 66. She resides in New York City with her two daughters and family. She is a member and donor of the Museum of Modern Art, Metropolitan Museum of Art and The Brooklyn Botanical Garden.
Michael is a graduate of Fairfield University and holds FINRA licenses Series 7 and 65. He speaks Spanish, Portuguese and Italian. He resides in New York City with his son and family where he is a member and supporter of the Museum of Modern Art and the Metropolitan Opera.
Clearing and custody for AiM Fidelis’ client accounts will be through BNY Mellon Pershing. The addition of the AiM Fidelis team continues a successful year in Bolton Global‘s growth. In 2017, the firm recruited wealth management teams in the US with over US$ 2.2 billion in client assets.