David Wolf, J.D.

Managing Principal

David Wolf is Managing Principal of BSW Wealth Partners, a $1 billion multi-family office and wealth advisory firm serving a national and international clientele from offices in Boulder and Denver. He is also the founder of R3 Returns, an impact-focused bond strategy with $150 million of investor capital. A passionate advocate for impact investing, David has been a featured speaker at the Conscious Capitalism ConferenceSRI in the Rockies, and the Rockies Venture Club. Prior to BSW, David worked with a leading Colorado venture capital firm and founded a technology company.

A licensed member of the Colorado Bar, David graduated from the JD/MBA dual-degree program at the University of Colorado at Boulder and received a BA from DePauw University. While at DePauw, he was elected to Phi Beta Kappa and was a visiting student at St. Catherine’s College, Oxford University. He is a member of the advisory board of the University of Colorado at Boulder’s Leeds School of Business and an advisor to mission venture capital firm Renewal Funds. Additionally, he serves on the board of the non-profit American Institute for Avalanche Research & Education (AIARE), and its Kizaki-Wolf AIARE Scholarship which supports and builds a diverse and inclusive community of avalanche professionals.

David is a dedicated supporter of the University of Colorado and its Leeds School of Business, where he is a frequent guest speaker, a mentor to students, and has funded a scholarship since 2001 for outstanding students, including the Wolf Experiential Learning Endowment. He received the University of Colorado at Boulder’s Kalpana Chawla Award and the Leeds Young Alumni Service Award.

Away from BSW, David pursues his passions for rock climbing, ice climbing and backcountry skiing; and is a professional mountain guide for the Colorado Mountain School.  He has climbed all 54 of Colorado’s 14,000-foot peaks and his mountain endeavors  have taken him to Australia, Bolivia, Cayman Brac, Ecuador, Egypt, England, France, Italy, Mexico, Norway, Japan, Spain, Thailand, and (hopefully!) many more beautiful places to come. His true loves, though, are his wife, Norie, and son, Hiroyuki, with whom he enjoys soaking in onsen, practicing Nihon-go, and sharing life’s many adventures!

Education, accreditation, leadership and service:

  • BA, DePauw University
  • MBA, University of Colorado – Boulder
  • JD, University of Colorado – Boulder
  • Advisory Board – University of Colorado – Boulder – Leeds School of Business
  • Mentor – Professional Mentorship Program — University of Colorado – Boulder – Leeds School of Business
  • Colorado Advisory Board – New Resource Bank
  • Founding Investor & Lifetime Member – Impact HUB Boulder
Call Now