Bolton’s team of professionals has developed wide-ranging expertise in structured finance, equity and debt derivatives, portfolio construction and management, securities lending, finance, compliance and operations over more than 120 years of combined securities and investment experience.
Bolton’s team of professionals has developed wide-ranging expertise in structured finance, equity and debt derivatives, portfolio construction and management, securities lending, finance, compliance and operations over more than 98 years of combined securities and investment experience.
Gino Martone, CA, CFA
Gino Martone is a Founder and Principal of Bolton Capital Canada Inc. Gino has over 25 years of capital markets experience in various structuring, derivatives and portfolio management roles. Gino became a CA while at Deloitte & Touche in 1987 and obtained his CFA in 1996. Most recently Gino spent 18 years at BMO Capital Markets in various roles culminating in him being Executive Managing Director & Head of Structured Finance for 6 years. Gino holds a HBA (1984) from the Ivey Business School at the University of Western Ontario.
Graham Watt, CIM
Graham Watt is a Principal of Bolton Capital Canada Inc. and is registered as an Advising Representative (Portfolio Manager). Graham has over 28 years of capital markets experience at major bank-owned dealers spanning derivatives, domestic and eurobond debt origination as well as investment banking. Most recently Graham spent 16 years at BMO Capital Markets as Executive Managing Director & Head of Issuer Origination – Financial Products Group. Graham holds a BA (1985) in Economics from Princeton University and has completed the Certified Investment Manager (CIM) certification.
Rod Wilmer, CFA, ICD.D
Rod Wilmer is a Corporate Actions Specialist and Trading Advisor of Bolton. Rod has over 25 years of Capital Markets experience and has a strong background in securities trading and management specializing in derivative products. He most recently served as CEO of Newedge Canada Inc., now known as Societe Generale Capital Canada. For more than 20 years previously Rod was with BMO Capital Markets as Managing Director in rates trading, interest rate options and equity derivatives. Rod holds a BA (1982) in Economics from McGill University, and a CFA (1995).
Susan Murphy, CFP®
Susan is a Certified Financial Planner® with over 20 years of financial and capital markets experience. Susan spent the majority of her career at Dundee Securities Ltd. and ScotiaMcLeod, as an Investment Associate where she was actively involved in the development, execution and review of clients investment portfolios. Susan’s strength is in building and maintaining client relationships based on trust, integrity, exceptional client service and professionalism. Susan holds a BA (1990) in Administrative & Commercial Studies (Financial & Economic) from the University of Western Ontario.