As a portfolio manager at BSW Wealth Partners, I build and maintain BSW client portfolios. My primary role is to ensure portfolios are running efficiently while serving my clients to achieve their life goals. With the focus on public equity markets, I work hand in...
As a Client Service Associate BSW Wealth Partners, my primary role is to facilitate a smooth, efficient, and pleasant client experience. This includes managing workflows for new accounts, executing cashiering requests, and being the primary conduit by which clients...
As a Client Service Associate BSW Wealth Partners, Lindy is responsible for facilitating a smooth, efficient, and pleasant client experience. This includes managing workflows for new accounts, executing cashiering requests, and being the primary conduit by which...
Maile is our office manager and client concierge who is primarily involved in office management, client communication and service where she brings over 30 years of experience in the financial services industry. Maile began her career managing the Reconciliation...
The decade I spent living in DC combined with my educational background in Women’s Studies, Music and International Affairs has shaped who I am, including my approach to wealth management. I believe in taking a creative approach to help individuals and families...
