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our team

Ariel Kay, MBA

Managing Partner

Ariel Kay has been involved with global financial markets for more than twenty years and has a strong research and investment products background.


Before founding Safebay Capital Partners in 2013, he was a Senior Vice President at HSBC Private Banking in Miami where he managed a private banking portfolio of high net worth individuals. 


He also developed portfolio management experience at Santander Private Banking from 2004-2007. He has credit research experience working in Europe where he worked at Fitch Ratings and in investment banking working for Argos Soditic, a Pan European Private Equity Fund specialized in leverage buyouts. 


Ariel received a degree in International Economics from Universidad Argentina de la Empresa (UADE) in Argentina and received a full scholarship to complete his MBA in international Business at Thunderbird in the US. 

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Leonardo Rodriguez Gamboa

Investment Advisor

Leonardo Rodriguez Gamboa has more than 7 years of experience in wealth management, as an Investment Advisor his main objective is to create value for clients, supporting the team in the preparation, coordination, and implementation of the wide variety of services that Safebay Capital offers to its clients.

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Previously, Leonardo worked for 5 years at WE Family Offices, and from 2018 to 2021 for Wealth Solutions, preparing investment analysis and support for ultra-high-net-worth families (UHNW) in Latin America and the United States.

 

Leonardo is a BA in Accounting from Florida International University and a registered financial advisor (Series 65).
 

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Esteban Caro, MSF

Analyst

Esteban Caro is an Analyst at Safebay Capital, bringing a solid foundation in financial analysis and asset management. He holds a Master of Science in Finance from the University of Miami, where he graduated with distinction, and a Bachelor’s degree in Industrial Engineering from Universidad de los Andes in Bogotá, Colombia.

 

At Safebay Capital, Esteban contributes to portfolio management and investment analysis, leveraging his expertise in financial modeling, valuation methodologies, and financial statement analysis.

 

Esteban is fully bilingual in English and Spanish and is currently pursuing his Series 7 and Series 66 licenses to further deepen his knowledge and skills in wealth management.

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Bolton Global Capital

Key Team Members

Piero Velasquez

Account Manager - Bolton Global Capital

Piero Velasquez has been with Bolton Global Capital since 2018. Prior to Bolton, he was a Financial Solutions Advisor at Merrill Edge in Michigan. Piero has also worked at Fifth Third Bank and SunTrust Bank.  Piero is a graduate of Seminole State College of Florida. He holds FINRA Series 7 and 66 licenses and is fluent in English and Spanish. 

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Phil Grenier

Trading Department - 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.

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The preceding Bolton Global Capital team members are exclusively employed by Bolton Capital Group and licensed with Bolton Global Capital (Member FINRA,SIPC), the introducing broker dealer of Portocolom Capital Partners

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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

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

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ESG-related strategies may not result in favorable investment performance.  There is no guarantee that any strategy will achieve a specific ESG-related goal.  Our advice, and the funds that may be implemented based on that advice, may forego favorable market opportunities in order to adhere to client-defined ESG-related strategies or mandates.

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Bolton Global Asset Management, a federally-registered investment advisor, provides investment advisory services under the trade name Portocolom Capital Partners through its registered investment advisor representatives.  Portocolom Capital Partners is unaffiliated with Portocolom A.V., S.A. “Portocolom Spain”, a financial services firm registered and operating in Spain.  Portocolom Spain is a solicitor of accounts for Bolton Global Asset Management and is compensated for its referrals.  The fee Bolton Global Asset Management pays to Portocolom Spain does not increase the fee clients pay to Bolton Global Asset Management for its services.  The referral fee is paid out of Bolton Global Asset Management’s standard advisory fee.  The fact that Portocolom Spain is compensated results in a natural conflict of interest inasmuch as it serves as an incentive for Portocolom Spain to refer clients to it.  The effects of this conflict are mitigated by the fact that Portocolom Spain does not influence prospective clients’ decision on whether to receive investment advisory services from Bolton Global Asset Management.

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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.

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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.  

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Portocolom Capital Partners © 2023. All Rights Reserved.

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