Denver, CO Broadway Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
BOK Financial Private Wealth, Inc.
Multi-team
Firm-wide stats for BOK Financial Private Wealth, Inc.
About
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 manages client portfolios, offers tailored financial planning (often through its affiliate BOKF, NA), and serves as a sub‑adviser to separately managed account programs and Private Placement Life Insurance (PPLI) arrangements.
The firm’s investment process is team‑based and built on research from BOKF, NA’s Strategic Investment Advisors group; portfolios are typically diversified across equities, fixed income and other asset classes, rebalanced to target allocations, and may include outside sub‑advisors such as affiliate Cavanal Hill Investment Management (CHIM). Advisors work with each client’s objectives and constraints to customize plans, and the firm provides fiduciary support and asset‑allocation guidance for 401(k) and other ERISA retirement plans.
What distinguishes the firm from many peers is its integration with a broader financial holding company: it is a wholly owned subsidiary of BOK Financial Corporation and operates under service arrangements with BOK Financial that provide custody, trust and administrative support, while affiliated entities include a broker‑dealer that is a municipal securities dealer and an institutional‑focused investment manager (CHIM). These affiliations enable access to bank and trust services, municipal securities capabilities and institutional fixed‑income inventories, and the firm discloses that client relationships custodialized with BOK Financial may result in custody considerations and surprise audits.
Based on BOK Financial Private Wealth, Inc.
Expertise
Based on BOK Financial Private Wealth, Inc.
Location
1600 Broadway, 4th Floor
Denver CO 80202
Advisors at this office
4
Advisors at this office
Cynthia B
CFP®, ChFC®
Denver, CO
BOK Financial Private Wealth, Inc.
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 W
CFP®, Series 66, Series 63
Denver, CO
BOK Financial Private Wealth, Inc.
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 L
Series 63, Series 65
Denver, CO
BOK Financial Private Wealth, Inc.
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 C
Series 65
Denver, CO
BOK Financial Private Wealth, Inc.
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.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")