Cynthia Burton is a financial advisor at BOK Financial Private Wealth, Inc. with CFP® and ChFC® designations and over 20 years of industry experience. She previously worked at Northern Trust, Comerica Bank, and Bank of America. BOK Financial Private Wealth, Inc. provides discretionary and limited non-discretionary investment management, wealth advisory, and financial planning services to high-net-worth individuals, trusts, estates, pension and profit-sharing plans, and other entities. The firm follows a team-based investment process supported by BOKF, NA’s Strategic Investment Advisors group and offers fiduciary support and asset-allocation guidance for various retirement plans.

Martin Walsh is a CFP® professional affiliated with BOK Financial Private Wealth, Inc. in Denver, CO, with 13 years of industry experience. He has previously worked at LPL Financial, LLC and Brown & Company. Outside of his advisory role, he is a joint owner of a real estate investment entity with his spouse. BOK Financial Private Wealth, Inc. serves high-net-worth individuals, trusts, estates, and pension plans by providing discretionary and limited non-discretionary investment management and financial planning services. The firm uses a team-based investment approach supported by research from its Strategic Investment Advisors group and offers integrated custodial, trust, and administrative services through its affiliation with BOK Financial Corporation.

Josh Lozow is a financial advisor at BOK Financial Private Wealth, Inc. in Denver, CO, holding Series 63 and Series 65 licenses with 22 years of industry experience. His prior roles include positions at Mercer Global Advisors, Buckingham Asset Management, M&A Consulting, GHP Investment Advisors, and Transitions Wealth Management. BOK Financial Private Wealth, Inc. provides investment management, wealth advisory, and financial planning services to high-net-worth individuals, trusts, estates, and pension plans. The firm employs a team-based investment process supported by research from its Strategic Investment Advisors group and offers integrated services through its affiliation with BOK Financial Corporation.

Gregory Carlin is a financial advisor at BOK Financial Private Wealth, Inc. with seven years of industry experience. He holds a Series 65 designation and previously worked at Bessmer Trust Company for eight years. Carlin is based in Denver, CO. BOK Financial Private Wealth, Inc. provides investment management, wealth advisory, and financial planning services to high-net-worth individuals, trusts, estates, pension and profit-sharing plans, and other entities. The firm employs a team-based investment approach utilizing research from BOKF, NA’s Strategic Investment Advisors group and offers diversified portfolios with fiduciary support and customized financial plans.