Drew Simon, J.D.

Advisor

As a managing principal of the firm, Drew is responsible for promoting the health and development of BSW Wealth Partners. His primary focus, however, is maintaining the financial well-being of BSW’s clients and advising many of BSW’s longest-standing families.

With over 30 years of experience in investments, finance and law, Drew has acted as an advisor to wealthy families, professionals, entrepreneurs, corporate executives, family foundations and charities. Prior to relocating to Colorado, Drew practiced law in Washington, D.C. – specializing in taxation, corporate business and commercial transactions. He holds a BS from The Wharton School of Business, University of Pennsylvania, and a JD from Catholic University School of Law.

Drew believes that balance is an essential ingredient to making life better. Outside BSW, his interests include various fitness activities with his wife Terri, enjoying his three (almost adult) children, international travel, yoga, hiking, and scuba diving.

Education, accreditation, leadership and service:

  • BS, Wharton School, University of Pennsylvania
  • JD, Columbus School of Law, Catholic University of America
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