Maria Beaini

Maria Beaini

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...
Steven Szafranski

Steven Szafranski

For as long as I can remember, I’ve always had the desire to help people. Whether volunteering at a homeless shelter or donating a few of my precious dollars in my youth, I learned the value and impact my time, talents, and treasures can have on others. Fast forward...
Dmitry Popov

Dmitry Popov

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 a focus on public equity markets, I work hand in hand...
John Jessup

John Jessup

As a 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...
Lindy Yoshida

Lindy Yoshida

As a Client Service Manager for 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...