Investment

Craig is one of BSW Wealth Partner’s Investment Advisors.  Craig is also the Director of Public Investments and is a member of the BSW Investment Policy Committee.   He works with teams of advisors to ensure each portfolio is constructed and invested according to clients’ individual goals and risk tolerance.  Craig enjoys speaking with clients in regards to investment and economic/market questions and frequently updates the BSW blog post with BSW investment related insight.

Craig graduated from the University of Vermont and later earned his MBA from the University of Colorado.

When he’s not analyzing the markets to uncover non-consensus investment ideas, you can more than likely find Craig analyzing the hatch on a local Colorado river.  Along with fly fishing, Craig enjoys coaching Little League baseball, skiing, golfing and spending time with his wife, Sonya and two children, Emma and Jack.

Craig has turned his passion for cycling into his preferred method of commuting to and from the office. The 25 mile round trip ride from Louisville to Boulder every day (conditions permitting) has become a ritual that keeps his batteries charged and his thinking fresh.

• BS, University of Vermont
• MBA, University of Colorado Boulder
• Chartered SRI Counselor™ (CSRIC™)
• Coach and Board Member – Louisville Youth Baseball Association
• Volunteer – Growing Gardens community gardening
• Volunteer – Boulder Humane Society

Throughout most of my life I was one of the few (most times only) women in my math classes. This was exceedingly apparent in college where I studied both Economics and Finance. The gender disparity drove me to be at the top of every class and learn as much as I possibly could to be the best student, regardless of gender. This determination led me to graduate Magna Cum Laude in 2017 and subsequently receive C.U. Boulder’s M.S. Finance Excellence Award in 2018. My interest in both numbers and the market drove me to start a career in the male-dominated financial industry.

As Investment Associate and Reporting Specialist at BSW Wealth Partners, I provide analytical and quantitative support to the BSW Investment Group. I also help produce BSW’s quarterly and annual financial client reports.

I also hold the position of Director of Research for R3 Returns. In this space, I compile and analyze data to measure the impact of municipal bonds. I am constantly searching for new data and research to improve R3’s municipal bond rating system.

Prior to starting at the firm, I earned my B.A. in Economics & International Affairs (2017) at C.U. Boulder where I was elected to Phi Beta Kappa. The following year I earned my M.S. in Finance (2018) also from C.U. Boulder.

Outside the office, I love traveling, cooking, backpacking & reading a good book with my kitten Jalapeño.

• BA, Economic & International Affairs, University of Colorado Boulder
• MS, Finance
• Volunteer – B Local Colorado

Prior to Joining BSW, Aaron held multiple roles in financial service/investment/RIA firms, startup companies and non-profit organizations.  He was the Director of Operations at Logan Stone Capital, an equity market neutral hedge fund in Chicago, IL which merged with RMB Capital Management in 2015.  He received his MBA from DePaul University with concentrations in Finance and International business in 2011. He attended the University of Colorado at Boulder for his undergraduate degree in Economics and graduated in 2007.

Outside of the office, Aaron enjoys all the abundance Colorado’s wilderness has to offer.  He loves being on the slopes snowboarding, being on the water fly fishing and rafting, being on the wall rock and ice climbing and being on the trails backpacking and mountain biking.  In March 2018, he broke the world record (unofficial) for the most vertical feet snowboarded within a 12-hour period. Aaron is an award-winning homebrewer and loves to explore new countries with his wife Rupal and their daughter Mira.

• MBA, DePaul University – Chicago
• BA, University of Colorado – Boulder
• Venture Capital Due Diligence Associate – Rockies Venture Club – Denver
• Mentor – Professional Mentorship Program – University of Colorado – Boulder – Leeds School of Business

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. Additionally, Molly serves as lead trader executing firmwide trades on a daily basis.

With a passion for impact investing, Molly is the Director of Finance for R3 Returns, an impact-focused bond strategy that is a subsidiary of BSW. She is responsible for managing R3 Returns business operations and finances.

Molly is a graduate of the University of Colorado’s Leeds School of Business where she earned her BS in Business Administration with an emphasis in Finance and certificate in Entrepreneurship. She has been with BSW since 2015 with experience internally as a Reporting Specialist, Director of Reporting, and Investment Associate. Outside of BSW Molly can be found visiting family around Asia or trekking around Colorado. She enjoys learning about other cultures, spending time in her hometown Fort Collins, and getting outside of her comfort zone!

• BSBA, University of Colorado – Boulder
• University of Colorado Young Alumni Mentor

Elias Bachmann is Managing Principal of BSW Wealth Partners. Elias joined the firm in late 2009 as an Investment Advisor. Prior to joining the firm he helped manage a discretionary equity and fixed income portfolio for the clients of a wealth management team at Wells Fargo Advisors. At BSW Wealth Partners he oversees the firm’s direct real estate investing activities, manages client portfolios, and is a member of the firm’s investment committee.

Elias completed both his Bachelors and MBA degrees at the University of Colorado in Boulder. While completing his MBA, he and his team won the Business Plan Competition at the Leeds School of Business and subsequently went on to compete nationally. He also holds the designation of Chartered Financial Analyst.

It seems like another lifetime but he has fond memories of running mountain biking camps for Boulder-based Dirt Camp. He enjoys the outdoors and traveling – taking great pleasure in back country skiing and mountain biking. Travel, when it isn’t to visit his various family members around the globe, probably involves warm water and waves with his wife Trish.

• BA, University of Colorado Boulder
• MBA, University of Colorado Leeds School of Business Boulder
• Chartered Financial Analyst® (CFA®)
• Advisory Board Burridge Center for Finance, Leeds School of Business, University of Colorado Boulder
• Program Chair, CFA® Society of Colorado