Eric Davis
Advisor at BSW Wealth Partners
- Role
- Advisor at Bsw Wealth Partners, A Public Benefit Corporation
- Location
- Boulder, CO, US
- LinkedIn followers
- 500 followers
About Eric Davis
I didn’t set out to become a financial advisor. My career has taken me from…
Experience
Advisor
Bsw Wealth Partners, A Public Benefit Corporation
Jun 2015 — Present · Boulder, CO, US
Being a former financial and investment banking analyst, I am adept at handling complex financial situations. Being an entrepreneur, I am passionate about helping other entrepreneurs and business owners make smart decisions with their hard earned money. BSW Wealth Partners is an independent wealth advisor that works every day to make life better for its clients. The firm provides financial and investment advice, goal-setting, and plan implementation on a fee-only basis to private investors. Our clients are successful individuals and families – sometimes spanning multiple generations – who need a sophisticated partner to assist them with protecting and growing their wealth over the long term.
Skills
- Valuation
- Strategic Financial Planning
- Bloomberg
- Analysis
- Family Office
- Personal Financial Planning
- Asset Management
- Venture Capital
- Investment Banking
- Financial Forecasting
- Angel Investing
- Sap Bw
- Dcf
- Financial Modeling
- Financial Planning
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