OUR TEAM
"I have always been exposed to the management of capital, either for Central Banks at Citibank as a Cash Management Officer, for Pension Funds as an Advisor to their Investment Committees, or to Families as their Financial Planner. My team and I bring all these years of resources, experience and knowledge to our Global Client base by establishing Capitalia Advisors LLC"
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-Randy Caruso-Reynoso, Managing Partner
Randy Caruso-Reynoso
MANAGING PARTNER
Randall Caruso-Reynoso founded CAPITALIA Advisors LLC (an investment advisory firm) in 2019, after being at Morgan Stanley for 9 years as an International Client Adviser. Prior to that he was a SVP for 17 years at Merrill Lynch International, where he covered UHNW, family offices, middle markets, and institutional LATAM clients. His preceding fifteen years of experience were in international commercial banking, corporate finance, and capital markets. Ten years at Citibank (New York, London, Italy, and Spain) and five years at Bankers Trust Company (New York and Miami).
At Citibank he participated in various projects; a proprietary acquisition in Italy, the opening up of the capital markets and currency exchange in Spain. The restructuring of the Treasury of a 75 branch Proprietary Citibank bought bank in Italy, the establishment of the Southern European Fixed Income trading desk at Citicorp Investment Bank Limited in London. At the BTCo International private Bank, he covered the markets of Mexico and was promoted to Manager of the Southern Cone Region, based in Miami. He was also the Derivative Coordinator for the LATAM Private Bank.
He is presently a Global Wealth Advisor and Managing Partner of Capitalia Advisors LLC (previously Caruso Capital Advisors LLC,). Mr. Caruso completed his degree in Economics at New York University, where he studied under the tutelage of Nobel Laureate Wassily Leontief.
He has three children and lives both in Miami and / or his Native New York City.
Miguel Fernandez
Registered Client Service Officer (CSO)
Miguel is a investment advisor / registered CSO with over 10 years of comprehensive experience in financial services and client portfolio management. He comes to Capitalia Advisors from Morgan Stanley New York with a distinguished track record of serving a diverse client base from the USA and LATAM. He is a native speaker of both Spanish and English, enabling effective communication with all our clients.
As a IFA / CSO he maintaining all required industry certifications to implement clients' needs. His ten year business acumen provides him with in depth Global Capital Markets expertise to provide comprehensive wealth management solutions for our client base.
He is graduate of Florida International University, is married and lives in Miami Florida with his wife and two children.
BOLTON GLOBAL CAPITAL
KEY MEMBERS
Kassandra Santana
OPERATIONS ACCOUNT MANAGER
Bolton Global Capital
Kassandra Santana has been in the financial industry since 2016, with a focus on operations, compliance, and account structures.
She holds the Series 7, 24, and 99 licenses, and has experience supporting financial advisors and clients in day-to-day brokerage activities.
Her background includes working with broker-dealers, managing account setups, processing transactions, and ensuring regulatory procedures are followed accurately. Kassandra is known for being reliable, detail-oriented, and solution-driven—especially when it comes to keeping things running smoothly behind the scenes for clients.
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 Capitalia Advisors.