OUR TEAM

Euclides Moreno, CIMA®

MANAGING PARTNER

Euclides is a highly experienced International Financial Advisor who has spent more than 25 years providing goals-based investment, wealth transfer and estate planning strategies to client families around the world.

Euclides holds the CIMA® designation, awarded by IMCA, taught in conjunction with the Wharton School, University of Pennsylvania. Euclides graduated from Babson College, where he majored in Finance and minored in Economics. He joined Merrill Lynch in 2000. In his free time, Euclides enjoys skiing and cycling and is an avid art collector. He lives in Miami with his wife Sandra and their three children.

Soraya Batista-Garcia

MANAGING PARTNER

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.

Edilberto Moreno

MANAGING PARTNER

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.

Enrique Ortega

MANAGING PARTNER

SENIOR FINANCIAL ADVISOR

With years of proven success and experience, Enrique specializes in providing holistic and personalized plans to clients with a Family Office view. He helps families with financial, risk and estate planning, portfolio management, and investment advice. As a 15-year financial industry veteran, Enrique joined the team as managing partner and wealth management senior financial advisor, after almost 10 years at Citi Global Wealth Management, where he helped families globally for many years. Before that, Enrique also helped families with their financial and investments needs while serving at Bank Leumi and EFG Capital. Holding FINRA Series 7 and 66 certifications, as well as life insurance and variable annuity licenses, Enrique is the trusted advisor for high-net-worth families and their businesses globally. Enrique holds a dual Bachelor's degree in Economics and Finance, and an MBA from the University of Miami. He takes proud in his dedication and in the fact that he holds his clients' best interests at heart. Enrique currently lives in Miami with his Wife Ana Cristina, his children and his Yorkshire dog. In his free time, Enrique is a vivid speaker in Toastmasters International and likes to spend time with his family.

Jose Luis Garcia

SENIOR INVESTMENT ADVISOR

Jose Luis began his financial career at Merrill in 2007, as a Client Associate in Coral Gables, FL. Jose is responsible for the supervision of investment strategies for client accounts, portfolio rebalancing, and evaluation of diverse investment opportunities. Also, Jose contributes his operational and investment experience in both the domestic and international markets. He earned his bachelor’s Degree in Business Administration with a concentration in Management of Information Systems from Florida International University. He holds FINRA Series 7 and Series 66 licenses. Jose enjoys traveling and spending time with his wife Adriana and their son and daughter.

Karyn Soroa

SENIOR REGISTERED CLIENT ASSOCIATE

Karyn is responsible for enhancing the group’s efficiency and each client’s experience. Her responsibilities include opening accounts, transfer executions, document control and organizing client’s events. Karyn graduated from Florida International University with a Bachelors’ degree in Communications, and from Nova Southeastern University with a Master’s degree. She holds FINRA Series 7 and Series 66 licenses. Karyn enjoys traveling and spending time with her husband Iker and their daughters.

Maria Corina Gallegos

SENIOR CLIENT ASSOCIATE

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 Jose Miranda graduated Summa Cum Laude from Saint Joseph’s University in Philadelphia, PA where she obtained a Bachelor’s Degree in Finance and Economics. In 2016, she started her career in the financial industry with a six-month internship at Merrill Lynch in Philadelphia, PA, in the Wealth Management area. Then, in 2017 she joined the team as an investment analyst. Maria Jose is responsible for analyzing and monitoring investment funds, in order to build portfolios according to the different market environments. She is also the coordinator of the monthly Investment Committee meetings.

Bolton Global Asset Management

TEAM MEMBERS

Alex Calvo

INVESTMENT ADVISOR REPRESENTATIVE

Mr. Calvo has a long and established history as a leader in the investment community. He was formally the Director of Global Fixed Income at Franklin Templeton Investments, where he directed all global macroeconomic and fixed income research and investments. He was also a member of Franklin Templeton’s Global Economic and Asset Allocation Committees.

Previously, he managed the StratEdge Multi-Currency Bond Fund, which utilized macroeconomic analysis and financial engineering as part of a global macro strategy. Within his field he is well recognized for his perspectives, and has been featured as a commentator on global economics and financial markets.

Mr. Calvo completed coursework toward a Ph.D. in Economics at Boston University. He received a Master’s degree in International Finance from The Fletcher School at Tufts University, and a Bachelor of Arts degree in Political Science from Binghamton University. Previously, he studied Electrical Engineering at the Universidad Nacional in Argentina.

In collaboration with PWA Family Office, the preceding Bolton Global Asset Management investment advisor representatives provide portfolio management services offering global fixed income and asset allocation strategies to our investors.

BOLTON GLOBAL CAPITAL

KEY MEMBERS

Adrian Exposito

ACCOUNT MANAGER | MIAMI OFFICE MANAGER

Bolton Global Capital

Adrian Exposito has been with Bolton Global Capital since 2016. Prior to Bolton, he was working at Wells Fargo Advisors as a Registered Associate Trading for high net worth Institutional clients and also worked at Mora Wealth Management as a Portfolio Operations Associate where he acquired a broad range of experience in Trading, Operations and working with high net worth international clients as well as the Pershing platform. Adrian is a graduate of Excelsior College in Business Administration. He also holds FINRA Series 7, 65, and 99 licenses and is fluent in English and Spanish.

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.

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 PWA Family Office.