Profile
Ms. Trisha Soares is an Associate at BSW Wealth Partners LLC.
She manages the reporting function and provides analytical and technology based support for investment and client specific decisions on a day-to-day basis.
Her life outside the United States brings a new dimension of global perspective to the firm.
Prior to BSW Wealth, Ms. Soares worked in a variety of industries ranging from scientific research to fashion, gaining experience in marketing, accounting and finance.
Ms. Soares graduated from the University of Colorado in Boulder in 2010 with a BS in Business Administration with an emphasis in Finance.
Former positions of Trisha Soares
| Companies | Position | End |
|---|---|---|
BSW Wealth Partners LLC
 BSW Wealth Partners LLC Investment ManagersFinance BSW Wealth Partners LLC (BSW) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Boulder, Colorado. The firm was founded by Debi Baydush in 1992. BSW provides investment management services primarily to high net-worth individuals and families. | Analyst-Equity | - |
Training of Trisha Soares
| University of Colorado Health Sciences Center | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 1 |
|---|---|
BSW Wealth Partners LLC
BSW Wealth Partners LLC Investment ManagersFinance BSW Wealth Partners LLC (BSW) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Boulder, Colorado. The firm was founded by Debi Baydush in 1992. BSW provides investment management services primarily to high net-worth individuals and families. | Finance |
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