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Greenwood Village

Yiwen Chen

CFA®, CAIA®

Senior Manager, Portfolio Trading

6400 S Fiddlers Green Cir, Suite 1600
Greenwood Village, CO 80111

Yiwen Chen
Yiwen Chen

Professional Certifications

  • CFA® – Chartered Financial Analyst®
  • CAIA® – Chartered Alternative Investment Analyst®

About Yiwen

Yiwen is committed to helping improve trading and portfolio management. Yiwen joined Focus Partners Wealth in 2026. Previously, he was with BSW Wealth Partners in Boulder, Colorado. In his eight years there, he was focused on client relationship management, investment strategy, portfolio construction, trading, and reporting. 

In his free time, Yiwen enjoys playing golf, football, basketball, and snowboarding. 

Education and Professional Milestones 

-University of Colorado–Boulder – bachelor’s degree in business administration with an emphasis in finance 

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