BSW Wealth Partners, a Public Benefit Corporation Email Formats

Investment Management • Boulder, Colorado, United States • 21-50 Employees

BSW Wealth Partners, a Public Benefit Corporation Email Formats

BSW Wealth Partners, a Public Benefit Corporation uses 4 email formats. The most common is {first initial}{last name} (e.g., jdoe@bsw.com), used 57.7% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@bsw.com	57.7%
{first initial}	j@bsw.com	34.6%
{first name}	john@bsw.com	3.8%
{last name}{last name}	doedoe@bsw.com	3.8%

Key Contacts at BSW Wealth Partners, a Public Benefit Corporation

Katherine St. Onge

Director Of Investments

Elias Bachmann

Director - Real Assets

Molly Devnani

Director Of Investment Operations

Aaron Deitz

Portfolio Manager & Director Of Private Equity

Olivia O'Toole

Portfolio Manager & Director Of Fixed Income

Company overview

Headquarters	2336 Pearl Street, Boulder, Colorado 80302, US
Phone number	+13034449696
Website	bsw.com
NAICS	5231
SIC	628
Keywords	Wealth Management, Impact Investing, Financial Planning, Investment Advisory, Investment Management
Founded	1992
Employees	21-50
Socials

About BSW Wealth Partners, a Public Benefit Corporation

BSW Wealth Partners is an authentically independent financial advisory firm that helps Make Life Better, uses Business as a Force for Good, and is Built To Last. BSW is in a category of one. We have no competitors. We actually deliver what most firms emptily promise. We bring our clients much more than our credentials (CFA®, CFP®, JD, MBA, CAIA®, CDFA, RICP®, CSRIC™). We are Confidants, Connectors, and Innovators. We are fiercely loyal to our clients and always act in their best interests. One of our proudest accomplishments is the mosaic of talents we’ve brought together for our clients. We are proud of our industry-leading employee and client retention—a testament to our Make Life Better ethos. We are raising the bar for our entire industry. Like what you hear? Follow us here or give us a call. We’ll talk. Blog: https://bsw.com/blog/ Instagram: @bswwealthpartners https://www.cnbc.com/2020/12/16/when-it-comes-to-impact-investing-these-advisors-walk-the-talk.html DISCLAIMER: The information contained on this page is for informational purposes only. Please visit www.bsw.com for full disclaimer details.

Employees by Management Level

Total employees: 21-50

Seniority

Employees

Entry

Manager

Director

Employees by Department

BSW Wealth Partners, a Public Benefit Corporation has 19 employees across 5 departments.

Departments

Number of employees

Funding Data

BSW Wealth Partners, a Public Benefit Corporation has never raised funding before.

BSW Wealth Partners, a Public Benefit Corporation Tech Stack

Discover the technologies and tools that power BSW Wealth Partners, a Public Benefit Corporation's digital infrastructure, from frameworks to analytics platforms.

MediaElement.js

Video players

reCAPTCHA

Security

Gravity Forms

Form builders

jQuery Mobile

Mobile frameworks

Google Maps

Maps

jQuery Migrate

JavaScript libraries

Cloudflare

CDN

jQuery

JavaScript libraries

HTTP/3

Miscellaneous

PHP

Programming languages

Akismet

WordPress plugins

WordPress

Blogs

Frequently asked questions

BSW Wealth Partners, a Public Benefit Corporation is located in Boulder, Colorado, US.

You can reach BSW Wealth Partners, a Public Benefit Corporation at +13034449696.

BSW Wealth Partners, a Public Benefit Corporation was founded in 1992, making it 34 years old. The company has established itself as a significant player in its industry over this time.

BSW Wealth Partners, a Public Benefit Corporation has approximately 21-50 employees. The company continues to grow its workforce to support its business operations and expansion.