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...
As a Portfolio Manager at BSW Wealth Partners, I specialize in constructing and maintaining tailored investment portfolios for BSW clients. I also oversee and curate the firm’s Fixed Income offerings, ensuring that our clients have access to high-quality and...
Prior to joining BSW, Aaron gained extensive experience across financial services, investment, RIA firms, startup companies, and non-profit organizations. He served as the Director of Operations at Logan Stone Capital, an equity market-neutral hedge fund in Chicago,...
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...
Molly is a jill of all trades on the BSW team. In her role as a Portfolio Manager, she focuses on proactively maintaining and building client portfolios while creating operational enhancements within the BSW Investment Group. Molly is a graduate of the University of...
