International wealth advisor Cristina Acosta recently joined Bolton Global Asset Management, the registered investment adviser affiliate of Bolton Global Capital.
With a career spanning more than 25 years managing ultra-high net worth individuals and families from Latin America, and hundreds of millions of assets under advisement, Acosta has developed an exemplary boutique investment advisory practice serving family offices and notable international clients, the firm said.
“Cristina’s experience, dedication to holistic investment advice and client-centered approach, make her a perfect fit for our team of highly successful financial advisors. We look forward to watching Cristina further expand her business on Bolton’s platform.” said Bolton’s CEO Ray Grenier.
Acosta has branded her independent investment advisory practice as 5E Wealth, focused on wealth and investment management services with an integrated service model and unique approach to wealth consulting. Acosta also plans to continue developing more educational programs for women investors under her 5E WealthLab brand, in collaboration with other professionals in the industry.
Prior to joining the Bolton group, Acosta held senior-level positions at prominent international wealth management firms like Crescendo Group from Geneva, Boreal Capital Management in Zurich, served as Senior Private Banker at UBS Wealth Management Geneva, and as Jr. Banker at J.P. Morgan Private Bank, New York. Acosta’s career has taken her to live and work in tier-1 banking and finance communities such as Boston, Luxembourg, New York, Geneva, Zurich, and most recently, Miami.
Acosta holds a Bachelor of Science degree in International Business and Finance from Northeastern University in Boston, Massachusetts, where she graduated Cum-Laude. She further holds a Series-65 license and certificates in Circular Economy and Sustainability Strategies, from University of Cambridge, and Women Leaders Activating Change, from Babson College
Acosta is based at Bolton’s Miami office located at the Four Seasons Tower on Brickell Avenue.
An integral member of Acosta’s team worthy of mention is Daniela Emanuele. Originally from Argentina, Emanuele joins as acting Chief Operating Officer and Director of Client Services for 5E Wealth, bringing with her more than 20 years of experience in wealth management and private banking in the Latin America region. Before joining 5E Wealth, Emanuele worked at investment advisory boutiques located in Miami, where she was instrumental in managing operations and overseeing client relationships. Prior to this, Emanuele worked at EFG International and Credit Agricole as a relationship manager and at Royal Bank of Canada Private Bank (RBC), where she started her career in 1999.
Emanuele holds a Bachelor’s Degree in Business Administration with a minor in International Business from Florida International University (FIU). She holds a Series 65 license and a FLA Health and Life and Annuity insurance license in the state of Florida.
