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...
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,...
As Client Service Manager for BSW Wealth Partners, my primary role is to facilitate a smooth, efficient, and pleasant client experience. This includes managing workflows for new accounts, executing cashiering requests, and being the primary conduit by which...
I was very fortunate to grow up both with privilege, and by virtue of the location of my first childhood home – adjacent to the notorious Cabrini-Green Chicago public housing projects – exposure to the wealth gap in America. Ever since, I’ve been dedicated to...
