As a portfolio manager at BSW Wealth Partners, I build and maintain BSW client portfolios. My primary role is to ensure portfolios are running efficiently while serving my clients to achieve their life goals. With a focus on public equity markets, I work hand in hand...
Throughout most of my life I was one of the few (most times only) women in my math classes. This was exceedingly apparent in college where I studied both Economics and Finance. The gender disparity drove me to be at the top of every class and learn as much as I...
Craig is one of BSW Wealth Partner’s Investment Advisors. Craig is also the Director of Public Investments and is a member of the BSW Investment Policy Committee. He works with teams of advisors to ensure each portfolio is constructed and invested according to...
Prior to Joining BSW, Aaron held multiple roles in financial service/investment/RIA firms, startup companies and non-profit organizations. He was the Director of Operations at Logan Stone Capital, an equity market neutral hedge fund in Chicago, IL which merged with...
Elias (E-lee-us) Bachmann is a Managing Principal of BSW Wealth Partners. Elias joined the firm in late 2009 as a Senior Portfolio Manager. Prior to joining BSW, he co-managed a discretionary equity and fixed income portfolio for the clients of a different wealth...
