OUR TEAM
Raul Rohr
MANAGING PARTNER
Raul Rohr is the Founder and Managing Director of Rohr Private Wealth Management. He founded Rohr Private Wealth Management with a belief that serving high-net worth families is best achieved by focusing on four main pillars:
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Asset Protection
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Investment Management
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Succession Planning
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Deploying Tax Efficient Strategies
To achieve this, Raul works closely with his clientele to clearly understand what is most important to them, their families, and their businesses, and how they want their wealth to support those objectives. In addition to providing traditional investment advice, Raul has a proven track record of experience in building and managing custom strategies through use of a wide range of investment products, fixed income, equity, custom structured products and third-party investment managers. Additionally, Raul is experienced in working with the tax, legal and corporate advisors of his clientele on asset protection, succession planning and family investment, mandate development, including life insurance planning to achieve the most desired client outcomes.
Raul began his career in 2005 at Merrill Lynch Wealth Management, where he worked until 2009. He then joined AXA Advisors for three years, before eventually returning to Merrill Lynch where he stayed until 2022, when he founded Rohr Private Wealth Management. In addition to his successful career in wealth management, Raul is also a US Inventor with issued United States Patent No.: US 6,846,941 B2 on Jan 2005 which he earned while working for his family’s business.
Raul holds both a Bachelor’s degree in Chemical Engineering, as well as a Masters in Business Administration, from the University of California, Irvine. He holds his FINRA Series 7 and 66 licenses, as well as his insurance licenses. Raul holds the Certified Private Wealth Advisor® designation, sponsored by the Investments & Wealth Institute™ (The Institute). and holds the STEP Trust and Estate Practitioner designation.
Raul and his wife, Renata, live in Miami, FL with their two children.
Bolton Global Capital
KEY TEAM MEMBERS
Emiro Ramon
ACCOUNT MANAGER
Bolton Global Capital
Emiro joined Bolton Global Capital in 2021. Prior to Bolton, he functioned as a Registered Private Wealth Associate at Merrill Lynch. Working with high-net-worth clients, Emiro acquired valuable skills to perform in a high-paced, detail-oriented environment.
With a solid background in Project and Account Management, his problem-solving experience is complemented by excellent customer service, making him a valuable team member.
Emiro graduated from Business School at Florida International University and holds FINRA Series 7 license. He is fluent in English and Spanish.
Deidry Feliz
DIRECTOR OF OPERATIONS
Bolton Global Capital
Deidry Feliz joined Bolton Global Capital in June 2022 as the Director of Operations. Her key responsibilities include leading the operations team, driving effective change management, building organizational resilience to minimize operational risk, and provide customized operational solutions to high producing financial advisor teams.
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Deidry has a depth and breadth of experiences in the Financial Services Industry, which include more than 18 years of experience with focus on operations, credit products, trading, compliance, and client services. She holds FINRA Series 7 and 24 licenses and is fluent in English and Spanish.
Prior to joining Bolton Global Capital, Deidry worked in various roles at Citi International Private Banking as well as managing and developing staff. Some of her previous roles at Citi include: Vice president of Client Sales and Engagement Support, Senior Fixed Income Trader and Control and Compliance Specialist. Her last role at Citi was as the Vice President of Wealth Management Product Specialist in which she advised and provided insight and recommendation on innovative and strategic product development and provided subject matter expertise on product development, price, promotions, launching and marketing to improve client experience and portfolio growth.
Deidry is passionate about excellence in client service and believes in enabling people to fulfil their professional potential by following an employee’s developmental approach to leadership.
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.
TJ Freda
TRADING DEPARTMENT
Bolton Global Capital
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 Rohr Private Wealth Management.