Boston, MA – January 22, 2025 – Bolton Global Capital, a leading provider of independent wealth management services, announced the appointment of Matthew Beals as its new President and Chief Operating Officer (COO). This leadership transition marks a significant milestone in the firm’s continued growth and evolution.
Bolton, which has been providing exceptional wealth management services for more than 40 years, has expanded significantly since its humble beginnings in the Boston area. From a small firm focused on serving local clients, Bolton has grown into a global financial institution with more than 50 affiliated offices worldwide. As of October 2024, the firm manages over $16 billion in client assets, a testament to its robust business model and ability to adapt to the changing needs of its diverse, global clientele.
In his new role, Beals will oversee the firm’s day-to-day operations and play a pivotal role in shaping Bolton’s strategic direction as it continues to strengthen its position in the wealth management industry. With a strong background in finance, operations, and client relationship management, Beals brings a wealth of experience to Bolton, making him a natural fit for this senior leadership position.
Beals joins Bolton from a distinguished career in financial services, where he held leadership roles at several prominent firms. He has a proven track record of driving operational excellence, improving client engagement, and executing strategic initiatives that deliver tangible results. As President and COO, Beals will work closely with the executive team and the firm’s global network of offices to ensure Bolton’s continued success and client satisfaction.
With the continued expansion of its affiliated offices and growing client base across the US and around the world, Bolton Global Capital is well-positioned to build on its success under Beals’ leadership. His appointment underscores the firm’s commitment to staying at the forefront of the wealth management industry and ensuring that clients continue to receive best-in-class services for years to come.
About Bolton Global Capital Bolton Global Capital is a privately held wealth management firm that provides comprehensive financial services to individuals, families, and institutions worldwide. With over 40 years of experience, Bolton has grown from a small, Boston-based firm into a global financial institution, managing more than $16 billion in assets across more than 50 affiliated offices worldwide. Bolton is committed to delivering personalized wealth management solutions and exceptional client service.
