


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 | |
| 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
Employees by Department
BSW Wealth Partners, a Public Benefit Corporation has 19 employees across 5 departments.
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Number of employees
Funding Data
BSW Wealth Partners, a Public Benefit Corporation has never raised funding before.
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