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About
Dmitry Popov is the Portfolio Manager and Director of Diversified Growth at BSW Wealth Partners, a Public Benefit Corporation based in Boulder, Colorado. In this role, he is responsible for building and maintaining client investment portfolios, ensuring efficiency, and helping clients achieve their financial goals. His primary focus is on the public equity markets, where he works closely with BSW’s director of public investments to provide advanced analytical and quantitative support.
Dmitry's expertise lies in public equities and diversified growth strategies, with additional responsibility for portfolio construction and equity research. Prior to joining BSW Wealth Partners in 2021, he held roles as a Financial Analyst and Financial Advisor Administrative Assistant at Summit Portfolio Management, serving high-net-worth individuals and their families with a focus on client service and portfolio management.
He holds a Certificate in Finance with a concentration in Investment Management and Analysis from UCLA Extension, a Master of Science in Mathematical Finance from the University of Southern California, and a Bachelor of Science in Applied Mathematics from Loyola Marymount University. Dmitry's strong quantitative background and commitment to efficient, client-centric portfolio management distinguish his contributions to the investment industry.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| BSW Wealth Partners, a Public Benefit Corporation | Portfolio Manager | Oct 2021 to Present | — |
| Summit Portfolio Management | Financial Analyst | Nov 2014 to Aug 2021 | • Conducted rigorous equity research and portfolio analysis to provide new prospects and existing clients with investment recommendations. • Evaluated new equity investments by examining financial sta... |
| Summit Portfolio Management | Financial Advisor Administrative Assistant | Mar 2014 to Oct 2014 | • Supported internal advisors with business development and new client acquisition. • Managed client relationships by reviewing and resolving client requests; helped clients to interpret portfolio rep... |
| UCLA Extension | Academic Experience | Apr 2013 to May 2014 | Analyzed financial statements of large US Corporations Valued businesses by achieving their Fair Market Value through various methods Built a personal long-term investment portfolio consisting of mutu... |
| Loyola Marymount University | Research Assistant | Oct 2010 to May 2011 | Piloted cutting edge research and data collection regarding commercial supplies development revealing distinct patterns in electricity demand profiles Introduced Bayesian hierarchical clustering algor... |
| Loyola Marymount University | Mathematics Professor Assistant | Sep 2007 to May 2010 | Evaluated homework assignments and exams for three mathematics courses with class sizes of 30+ students Served as a mentor for 15 students to educate them in lower division Math courses Responsible fo... |
Education
UCLA Extension
Certificate, Finance with Concentration in Investment Management and Analysis
2013 — 2014
University of Southern California
Master of Science (M.S.), Mathematical Finance
2011 — 2012
Loyola Marymount University
Bachelor of Science, Applied Mathematics
2006 — 2010
Skills & Expertise
Others at BSW Wealth Partners (1)
| Name | Role | Location |
|---|---|---|
 | Portfolio Manager | Boulder, CO , United States |
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