BSW Wealth Partners Employee Directory

BSW Wealth Partners corporate office is located in 2336 Pearl St Ste 100, Boulder, Colorado, 80302, United States and has 11-50 employees.

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Employees by Department

Departments

Number of employees

Finance

Operations

Sales

Key Employees of BSW Wealth Partners

TC
Tami Carroll
Managing Director
PhoneEmail
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BSW Wealth Partners Global Presence

Location	People at location
North America	11-50
Europe	1-10

Index of contact profiles from BSW Wealth Partners

Hundreds of professionals searching for BSW Wealth Partners have connected with key decision-makers. Join them?

Contact Name

Contact Info

Job Title

HQ Location

BW
Benjamin Weaver
Email Direct
Senior Advisor & Managing Principal
United States , Colorado , Boulder

DS
Drew Simon
Email Direct
Managing Principal
United States , Colorado , Boulder

TC
Tami Carroll
Email Direct
Managing Director
United States , Colorado , Boulder

MM
Maile McComb
Email Direct
Office ManagerClient Concierge
United States , Colorado , Boulder

JW
Julia Wentworth
Email Direct
Financial Advisor
United States , Colorado , Boulder

AM
Alexandra Martella
Email Direct
Client Service Manager
United States , Colorado , Boulder

BL
Brian Lichtenheld
Email Direct
CFP Advisor
United States , Colorado , Boulder

KG
Karen Gall
Email Direct
Client Service Manager
United States , Colorado , Boulder

TS
Tracey Schuster
Email Direct
Business Development Manager
United States , Colorado , Boulder

RL
Richard Lyth
Email Direct
Consultant
United States , Colorado , Boulder

Former Employees at BSW Wealth Partners

Explore people who held key positions, contributed to BSW Wealth Partners's success, and advanced their careers.

Craig Seidler

Senior Portfolio Strat... at Key Bank

Worked as Senior Investment Advisor & Director, Public I...

at BSW Wealth Partners (2015-2023)

Direct

Steve Stein

Private Client Service... at Lido Advisors

Worked as Independent Contractor

at BSW Wealth Partners (2019-2019)

Direct

Kathryn Fluehr

Manager, Enterprise Se... at Oracle

Worked as Fall Intern

at BSW Wealth Partners (2017-2017)

Direct

Mask Content

Project Manager, Marke... at Axela Technologies

Worked as Manager, Office Operations

at BSW Wealth Partners (2016-2017)

Direct

Mask Content

Partner at Adams Pluck

Worked as Senior Associate

at BSW Wealth Partners

Direct

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Frequently Asked Questions Regarding BSW Wealth Partners Employees

How many employees does BSW Wealth Partners have?

BSW Wealth Partners has 11-50 employees

Who are BSW Wealth Partners key employees?

Some of BSW Wealth Partners key employees are Tami Carroll

Where is BSW Wealth Partners located?

BSW Wealth Partners’s headquarters are located at 2336 Pearl St Ste 100, Boulder, Colorado, 80302, United States

How do I contact BSW Wealth Partners?

BSW Wealth Partners Contact Info: Phone number: (303) 444-9696 Website: www.bsw.com

What does BSW Wealth Partners do?

BSW Wealth Partners is a certified B Corporation and independent wealth management and investment advisory firm based in Boulder and Denver, specializing in personalized advisory services for individuals, families, and foundations. The firm caters to a diverse clientele, including entrepreneurs, authors, surgeons, attorneys, and philanthropists, wh... Read More

Is BSW Wealth Partners a public company?

BSW Wealth Partners is private company therefore does not currently have an official ticker symbol

See more information about BSW Wealth Partners Employees