CoverProfile

Dmitry Popov

Portfolio Manager

BSW Wealth Partners

United States, Colorado, Boulder

About Me

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 with BSW’s director of public investments providing analytical and quantitative support. Prior to joining BSW, I worked at an RIA in Las Vegas servicing high-net-worth individuals and their families. I specialized in client service, equity research, and portfolio construction. When not managing portfolios, I spend most of my time with my wife Anna and our newborn son Anthony. As a former

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Profile Information

Portfolio Manager

BSW Wealth Partners

Investment Team

Investor

Multi-Family Office

Boulder

Colorado

United States

Aug 9, 2024

Work Experience

BSW Wealth Partners

Portfolio Manager
Oct 2021 - Present
Email: dmitry@bsw.com

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