Guiding legacies, building futures.
Esphera Capital is a wealth management advisory firm established in the United States, managing the financial investments of ultra-high-net-worth individuals.
Esphera Capital bridges the gap between past achievements and traditions with the present, fostering growth, development, and success for future generations.
We ensure that what has been built is respected, and what is to come is supported and cultivated.
Our mission is to actively accompany families in creating, preserving, and transferring their family heritage across generations.
We seek to be recognized for our level of excellence in the comprehensive management of financial wealth.
When investing, we treat our clients’ money with the utmost care, as if it were our own. Aware of the trust placed in us, we are meticulous and cautious in our investment selections, prioritizing responsible strategies that carefully balance risk and reward.
We focus in the quality of investment rather than the quantity.
We avoid letting fear, greed, or panic drive investment decisions
“Time in the market is more important than timing the market.”
“Don’t put all your eggs in one basket”
We allocate most of our investments in the US market.
Our commitment to excellence has earned us various recognitions in the industry.
* Our Financial Advisor’s did not pay a fee for these recognitions nor are they indicative of a Financial Advisor’s future performance.
At Esphera Capital, we believe that the dedication, generosity, and kindness of our team have a lasting, positive impact on our community. Our social responsibility initiatives align closely with our organizational values.
We select the projects we support with the same rigorous standards we apply to our services, always evaluating their potential to make a meaningful difference. Through the commitment of our professional team and our firm’s financial backing, we are proud to have contributed to a range of impactful initiatives.
Contact us for personalized financial advice and strategies. Our team is dedicated to ensuring your financial success and preserving your legacy.
Guiding legacies, building futures.
Securities Offered Through Bolton Global Capital, Inc. Member FINRA, SIPC. Advisory Services Offered Through Bolton Global Asset Management, a SEC Registered Investment Advisor. Esphera Capital,, Bolton Global Capital and Bolton Securities are not affiliated with BNY Mellon or Pershing. 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.
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.
DU1/DUA0006
© 2025 Esphera Capital All Rights Reserved.
Joaquin is the founding partner of Esphera Capital, leading the firm’s strategy and fostering strong client relationships. With over 20 years of experience in the financial sector, he previously served as Managing Director at Wells Fargo Advisors for 14 years.
He holds an MBA from the Kellogg School of Management and a Business Administration degree from Universidad de la República, Uruguay. Joaquin also holds Series 7 and 66 registrations. Fluent in Spanish, English, and Portuguese, he was recognized as a Forbes Top Next-Gen Wealth Advisor from 2017 to 2020.
Outside of work, he enjoys outdoor activities and spending quality time with his family.
Federico is the co-founding partner of Esphera Capital, overseeing daily operations and client relationships. With over 15 years of experience in the financial industry, he previously served as Vice President at Wells Fargo Advisors.
He holds an MBA from Nova Southeastern University and degrees in Business Administration and Finance from the University of Miami. Federico also holds Series 7 and 66 registrations. Bilingual in English and Spanish, he is passionate about data analysis and delivering meaningful value to clients.
Outside of work, Federico enjoys traveling with his wife and children, playing tennis, soccer, skiing, and reading. A devoted River Plate and Argentina soccer fan, he starts each day with mate tea, embracing his Argentine roots.
Andy has over 15 years of experience in the financial industry, beginning her career at Wells Fargo Advisors in 2010. Known for her warm and approachable style, she is committed to building strong client relationships and delivering exceptional service.
A Marketing graduate from Universidad Argentina de la Empresa, Andy has held diverse roles throughout her career, demonstrating adaptability and a keen eye for detail. Fluent in English and Spanish, she is originally from Buenos Aires and has called Miami home since 2007.
Outside of work, Andy enjoys gardening, decorating, and spending time outdoors. She loves creating special moments with her husband and their children
Luis joined the team in 2022 as an Investment Advisor, bringing over a decade of experience in Corporate Banking and Wealth Management across Latin America and the Caribbean. A results-driven professional, he values teamwork and is dedicated to delivering exceptional client outcomes.
He holds an MBA from Florida International University, a Master’s in Finance from Universidad de Montevideo, and a Bachelor’s in Economics. Luis also holds SIE, Series 7, and Series 66 certifications and is fluent in Spanish and English.
Outside of work, Luis enjoys spending time with his family. A passionate rugby enthusiast, he captained Los Ceibos Rugby Club and co-founded Halcones, a social reintegration project that uses rugby as a tool for positive change.
Constanza joined the team in 2024, focusing on the firm’s operations and client interactions. With over seven years of experience in the financial industry, she began her career at a young age and has developed strong expertise in business operations.
She holds a degree in Business Management and is fluent in both English and Spanish. Known for her organizational skills and commitment to efficiency, Constanza plays a key role in optimizing processes and supporting client needs.
Outside of work, she has been the captain and a player of the Uruguayan national hockey team for over a decade. Teamwork, discipline, and perseverance are values that define her both professionally and personally. In her free time, she enjoys spending time with her family, listening to music, and has been taking singing lessons for years.
Juan Diego Martínez joined the team in 2025, bringing a strong background in technology and business development. At Esphera Capital, he co-manages the operational and technology aspects of the business, focusing on process efficiency and enhancing the client experience.
He holds an MBA from IEEM Business School and a Bachelor’s degree in Business Administration from Universidad de Montevideo. Juan Diego also holds SIE registration and is fluent in Spanish, English, and Portuguese.
Outside of work, he spends time with his family, plays the guitar, and shares his passion for karate by teaching kids as a 3rd Dan black belt.
Lionel is an Executive and Business Coach who provides individual coaching to C-level executives, and business owners. He specializes in business growth, team dynamics, leadership, and emotional intelligence.
For over a decade, Lionel has helped the team grow, strengthen their vision, and stay focused on delivering excellence to clients.
Lionel holds a Bachelor’s Degree in Economics from Trinity College Dublin. He is trained in coaching by Action Coach and certified as a Red2Blue Foundation Coach by Gazing Performance Systems.
Born in Argentina and raised in Peru, Lionel is British and educated in Ireland. Outside of work, Lionel enjoys spending time with his family, sailing, kayaking, and rugby.
“Everybody has excellence in them.” – Lionel Baugh
Ricardo is the Miami Complex Manager at Bolton and, a Managing Director at GEA Capital with over 24 years of experience advising high-net-worth families on investments, wealth structuring, and corporate finance. Previously, he held senior roles at Banco Santander International, RBC Wealth Management, Merrill Lynch, and Wells Fargo Advisors, leading international operations across Latin America, the U.S., Europe, and the Middle East.
He holds a Master’s in International Management from Thunderbird and a B.S. in Industrial and Systems Engineering from Ohio State University.
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.
Emiro joined Bolton Global Capital in 2021. Prior to Bolton, he was 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 FIU and holds a FINRA Series 7 license. He is fluent in English and Spanish.
