Yiwen joined Transform Wealth as Director of Trading in 2020. He is focused on improving and integrating trading and portfolio management. He also serves on the Investment Committee and evaluates investments in equities, fixed income, and alternative strategies. Yiwen earned his CFA® Charter in 2016.
Prior to joining Transform Wealth, Yiwen was a Portfolio Manager and Director of Trading with BSW Wealth Partners in Boulder, CO. In his 8 years there, he was focused on client relationship management, investment strategy, portfolio construction, trading, and reporting.
Yiwen graduated from the University of Colorado at Boulder in 2011 with a BS in Business Administration, emphasis in Finance. In his free time, he enjoys playing golf, football, basketball, and snowboarding.