With over two decades’ experience in the asset management industry, I often think to myself how did I get here? It was a passion for excellence, a thirst for knowledge, a desire to be impactful, and a contagious love of life that led me down a path to BSW. As...
I serve as partner and Chief Operating Officer of BSW Wealth Partners. As chief operating officer, I manage firm-wide business operations to create an exceptional experience for clients and staff. I work closely with the management team to direct, manage and oversee...
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...
Julie is a managing principal of BSW Wealth Partners and Strategic Advisor for the firm’s clients. As an Advisor, Julie is an innovator in removing the obstacles people face when planning for the future. For over 20 years, she has assisted clients with transitions...
David Wolf is the Chief Executive Officer of BSW Wealth Partners, a $2 billion multi-family office and wealth advisory firm serving a national and international clientele from offices in Boulder and Denver. He was also the founder of R3 Returns, an impact-focused bond...
