Investment

As a portfolio manager at BSW Wealth Partners, I build and maintain BSW client portfolios. My primary role is to ensure portfolios are running efficiently while serving my clients to achieve their life goals. With a focus on public equity markets, I work hand in hand with BSW’s director of public investments providing analytical and quantitative support.   Prior to joining BSW, I worked at an RIA in Las Vegas servicing high-net-worth individuals and their families. I specialized in client service, equity research, and portfolio construction.   When not managing portfolios, I spend most of my time with my wife Anna and our newborn son Anthony. As a former Division I athlete, I enjoy spending my weekends on a tennis court or hiking beautiful Boulder trails.

BS, Loyola Marymount University

MS, University of Southern California

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, IL, which later merged with RMB Capital Management in 2015. Aaron earned his MBA with concentrations in Finance and International Business from DePaul University in 2011, following his undergraduate studies in Economics at the University of Colorado Boulder, where he graduated in 2007.

Outside the office, Aaron fully embraces Colorado’s outdoor lifestyle. He is passionate about snowboarding, rafting, rock and ice climbing, and exploring the backcountry through backpacking and mountain biking. In March 2018, Aaron unofficially broke the world record for the most vertical feet snowboarded in a 12-hour period. Additionally, he is an award-winning homebrewer and loves traveling the world with his wife, Rupal, and their daughter, Mira.

• MBA, DePaul University – Chicago
• BA, University of Colorado – Boulder
• CAIA Charterholder
• Series 65 – Investment Advisor Representative
• Blackrock Executive Leader Lab – Alumni
• Mentor – Professional Mentorship Program – University of Colorado – Boulder – Leeds School of Business

Elias (E-lee-us) Bachmann is a Managing Principal of BSW Wealth Partners.

Elias joined the firm in late 2009 as a Senior Portfolio Manager. Prior to joining BSW, he co-managed a discretionary equity and fixed income portfolio for the clients of a different wealth management team. At BSW Wealth Partners, he oversees the firm’s Investment Group and has specific responsibility for its private investment platform and direct real estate investing activities. He is a member of both BSW’s Investment Policy Committee and Management Committee.

Elias completed both his Bachelor’s and MBA degrees at the University of Colorado in Boulder. He also holds the designation of Chartered Financial Analyst.

It seems like another lifetime ago, but Elias has fond memories of running mountain biking camps for Boulder-based Dirt Camp. He enjoys the outdoors and traveling, taking great pleasure in backcountry 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 and their three children.

• 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

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 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, & Real Assets Associate. Outside of BSW Molly can be found visiting family in 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

As Director of Investments at BSW, I provide strategic leadership to the Investment Group and assist in the development and management of BSW’s comprehensive investment offerings.

My interest in financial markets was inspired by my father, who worked as a financial advisor and frequently illustrated the interconnectedness of all aspects of our economy. Growing up I also became deeply aware of social inequalities which sparked my curiosity about solutions to build a more equitable and inclusive economy that benefits and respects all participants.

My career began at Goldman Sachs, where I learned that virtually anything could be financially engineered while working with equity derivatives and structured products. The Great Financial Crisis, however, shifted my perspective and ignited a desire to leverage the power of financial markets for societal benefit. This drive led me to join the Louisiana Department of Economic Development, where I focused on allocating limited resources to create meaningful impact within the state. Seeking to expand my work to an international stage, I joined the Aspen Institute in Washington, DC, where I developed early-stage investment ecosystems across the Middle East and North Africa.

Over a decade ago, I combined my interest in finance with my passion for sustainability at Calvert Impact Capital, helping institutional and retail investors structure investments in mission-driven organizations. Most recently, I built and managed investment portfolios, many with an impact and sustainability focus, for institutions and family offices at Cambridge Associates. I’m particularly passionate about creating bespoke investment solutions that not only meet client needs but also support innovative technologies and structures advancing a more equitable world.

Outside of work, I enjoy embarking on adventures and finding creative outlets with my two children. Since recently moving to Boulder, my family has loved exploring Colorado’s hiking trails, ski slopes, and stunning scenery. I also enjoy cooking, practicing yoga, and traveling with my family whenever possible.

• BA, Bucknell University
• MBA, Wharton School, University of Pennsylvania

As a Portfolio Manager at BSW Wealth Partners, I specialize in constructing and maintaining tailored investment portfolios for BSW clients. I also oversee and curate the firm's Fixed Income offerings, ensuring that our clients have access to high-quality and strategic investment opportunities in this asset class.

Before joining the BSW team, I spent my time at the University of Colorado Boulder, where I graduated with bachelor’s degrees in both Economics and International Affairs in 2017. Building on this foundation, I earned a master’s degree in finance from the Leeds School of Business.

Beyond my professional life, you'll find me travelling, cooking or reading a good book with my kitten, Jalapeno, and my Fiancé, Colin.

• MS, Finance, Leeds School of Business
• BA, Economics (Magna Cum Laude) & International Affairs (with Distinction), University of Colorado Boulder
• Series 65, Investment Advisor Representative Colorado