A Boulder native through and through, Noa brings deep local roots and fresh perspective to the BSW team as a Summer Associate. Currently pursuing his Personal Financial Planning degree at the Leeds School of Business, he’s working toward his CFP designation with...
As Director of Investments at BSW, I provide strategic leadership to the Investment Group and assist in the development and management of BSW’s comprehensive investment offerings. My interest in financial markets was inspired by my father, who worked as a financial...
As Client Service Manager for 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 Client Service Manager for 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 Data Specialist, my primary role is to ensure the utmost accuracy in processing and presenting our clients’ data. My work involves navigating our data systems to establish clean, reliable, and timely data. It’s my goal and responsibility to provide...
