Yiwen Chen, CFA®

Director of Trading & Portfolio Manager

As Director of Trading and Portfolio Manager, Yiwen oversees the firm’s trading activities, manages client portfolios, and conducts ongoing due diligence on BSW recommended investments. He publishes blog posts and is a member of the firm’s investment committee.

Yiwen graduated in 2011 from the University of Colorado with a BS in Business Administration with an emphasis in Finance. He is a CFA Charterholder.

Outside of the office, Yiwen enjoys basketball, football, snowboarding, and golfing. A self-professed techie, he also enjoys building, upgrading, integrating, and fixing computers and other systems. Had he not studied business in college, he would have explored astrophysics and other galactic objects, his childhood fascination.

Education, accreditation, leadership and service:

  • BS, University of Colorado Boulder
  • Chartered Financial Analyst® (CFA®)
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