Julie Martinez - Email & Phone Number

Partner and Senior Advisor at Bsw Wealth Partners

Julie Martinez is based out of Boulder, Colorado, United States and works at Bsw Wealth Partners as Partner and Senior Advisor.

Julie Martinez's Contact Information

Julie Martinez's Work email

j*****@bsw***.com

Valid

Latest update

January 23, 2024

Location

Boulder, Colorado, United States

Julie's current employer

Bsw Wealth Partners

Description

An independent financial advisory firm that helps individuals, families, foundations and endowments manage, protect and grow their wealth.

Website

bsw.com

HQ Location

Boulder, Colorado, United States

Number of employees

11-50

Industry

Investment Management

Latest update

April 30, 2024

Read about Bsw Wealth Partners

Frequent questions about Julie Martinez

What company is Julie Martinez working for?

Julie Martinez works for Bsw Wealth Partners.

What is Julie Martinez's function at Bsw Wealth Partners?

Julie Martinez is Partner and Senior Advisor at Bsw Wealth Partners.

Where is Julie Martinez based?

Julie Martinez is based out of Boulder, Colorado, United States.

What is Julie Martinez's work email address?

Julie Martinez's professional email address is j*****@bsw***.com

Who are Julie Martinez's co-workers?

Julie Martinez's colleagues are David Wolf, Kat Biscornet, Nicole Zelyez, Craig Seidler, Maria Beaini, Samuel Napp, Tim Wojtalik, Molly Devnani, Janet Hoover, Lily Beitel-Horton, Maile McComb, Brian Lichtenheld, Dmitry Popov, Drew Simon, Eric Davis, Olivia O'Toole, Tami Carroll, Debi Baydush, Raliegh Riddoch, Alexandra Martella, Aaron Deitz, Matt Samek, Ben Weaver, Julia Wentworth, Elias Bachmann.

Julie's co-workers

David Wolf

Chief Executive Officer

Kat Biscornet

Director of Financial Planning

Nicole Zelyez

Marketing Director

Craig Seidler

Senior Investment Advisor and Director - Public Investments

Maria Beaini

Operations/Data Specialist

Samuel Napp

Advisor

Tim Wojtalik

Shareholder and Senior Advisor

Molly Devnani

Portfolio Manager

Janet Hoover

Client Service Manager

Lily Beitel-Horton

Financial Advisor

Maile McComb

Office Manager+Client Concierge

Brian Lichtenheld

Advisor and Impact Specialist

Principal, Senior Advisor

Alexandra Martella

Client Service Manager

Aaron Deitz

Portfolio Manager

Matt Samek

Chief Operating Officer

Ben Weaver

Senior Advisor and Managing Principal

Julia Wentworth

Financial Advisor

Elias Bachmann

Senior Portfolio Manager

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