Yiwen Chen (CRD# 6592078)
As Portfolio Manager and Reporting Specialist, Yiwen provides analytical and quantitative support to the BSW Investment Group. He also manages BSW’s quarterly and annual financial client reporting process. Prior to joining the firm, Yiwen was a freelance web designer, an amateur DJ, and a student at the University of Colorado at Boulder. He graduated in 2011 with a BS in Business Administration with an emphasis in Finance.
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
- 2015 Level III Candidate in the Certified Financial Analyst (CFA®) Program
CRD# 1036566
Buswell Associates, Inc.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Transform Wealth, Llc F.k.a. Carnick & Kubik Group, LLC | Greenwood Village, CO | Apr 2020 - Current | 4 |
| Unemployed | Denver, CO | Aug 2019 - Apr 2020 | < 1 |
| Bsw Wealth Partners | Boulder, CO | Mar 2018 - Aug 2019 | 1 |
| Bsw Wealth Partners | Boulder, CO | Jun 2015 - Mar 2018 | 2 |
| Bsw Wealth Partners | Boulder, CO | Jun 2014 - Jun 2015 | 1 |
| Bsw Wealth Partners | Boulder, CO | Jan 2012 - Jun 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2016 |
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Total Assets Under Management2,514MILLIONS
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Total Number of Accounts1,745ACCOUNTS
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Average Account Value$1,440,863
- A percentage of assets under your management
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AR, AZ, CA, CO, CT, FL, GA, HI, IA, ID, IL, IN, KS, LA, MI, MN, MO, MS, MT, NC, NE, NH, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI, WY
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