Management

Julie is a managing principal of BSW Wealth Partners and Strategic Advisor for the firm’s clients. As an Advisor, Julie is an innovator in removing the obstacles people face when planning for the future. For over 20 years, she has assisted clients with transitions such as retirement/work-life reinvention, business transition, divorce, death of a loved one, financial windfall, and inheritance. Julie has experience in cash-flow analysis, business owner planning strategies, next-generation education, legacy, and estate planning, and incorporating real estate, businesses, and mineral interest holdings into a financial plan.

Julie began her career while still in grade school, helping her real estate broker mother with filing, organizing and showing property. Her mother treated every client as if he or she were a member of her own family. She was proud to have generations of families seek her advice on real estate matters and maintains many of those relationships into her own retirement. This early mentoring instilled a fundamental business belief in Julie: treat every client as if he/she were your family member and as if the relationship will last for generations.

Julie graduated with honors from Colorado State University and earned her CERTIFIED FINANCIAL PLANNER™ certification. From 2009-2016, she had extensive training through the Sudden Money Institute’s Mastery Program where she specialized in managing major financial transitions due to the sale of a business, divorce, inheritance and other life-changing events.  Prior to joining BSW Wealth Partners in 2015, Julie was co-owner of a financial planning firm. She is a past President of the West River Estate and Financial Planning Council and serves on the executive committee for several scholarships supporting women and girls in educational pursuits. Julie co-leads Zonta Foothills Club’s Culture of Respect Initiative, empowering students in Boulder Valley to promote a culture where all individuals are treated with dignity, equality, and respect.

When out of the office, Julie can be found skiing, mountain biking, and exploring the outdoors with her husband and two daughters.

• BS, Colorado State University
• CERTIFIED FINANCIAL PLANNER™ certification
• Zonta EducateZ Advisory Committee Member –supporting the education of at-risk women and girls in Boulder County
• Jane M. Klausman Women in Business Scholarship Coordinator
• Volunteer – Women in Science Annual Youth Conference
• Volunteer – Idea Wild, Biodiversity Conservation Organization
• 2017 Denver Business Journal – Outstanding Women in Business Nominee

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 business strategy and firm-level projects that create firm success.

Before joining the firm. I was a student at the University of Colorado at Boulder Leeds School of Business. I graduated in 2007 with a BS in Business Administration with an emphasis in finance.

Spending time with my wife Jenna and sons Jude and Clayton are top priorities outside the office. You’ll catch us enjoying a local sporting event or exploring Colorado’s great outdoors.

• BS, University of Colorado Boulder
• Schwab Executive Leadership Program – 2015

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 the Chief Compliance Officer, I oversee the firm’s compliance and risk management program. Having been in the industry prior to Dodd-Frank, I’ve grown professionally alongside the expansion of compliance as not just a “dust on the shelf manual”, but an industry itself.  It is my belief that a strong compliance regime brings inherent value to an advisor and its clients.

When not in the office, I love experiencing life with my husband and three children, often through travel and seeking sand for our toes and an ocean breeze to calm our minds.  I’m also the eternal hostess, enjoy cooking with my daughters, skiing, boating, practicing yoga, attending pure barre, and trying to keep up with my son in all things sports.

BA magna cum laude, Political Science and History, University of Colorado Boulder

David Wolf is the Chief Executive Officer of BSW Wealth Partners, a $2 billion multi-family office and wealth advisory firm serving a national and international clientele from offices in Boulder and Denver. He was also the founder of R3 Returns, an impact-focused bond strategy with $200 million of investor capital. A passionate advocate for impact investing, David has been a featured speaker at the Conscious Capitalism Conference, B Corp Leadership Development (BLD), the SRI Conference, 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. In the for-profit domain, he serves on the advisory boards of venture capital funds Boulder Ventures and Renewal Funds; and Ethic, a venture-backed ESG financial-technology company. In the non-profit domain, he serves on the board of the American Institute for Avalanche Research & Education (AIARE), whose AIARE Kizaki-Wolf Scholarship builds a diverse and inclusive community of avalanche professionals.

David is a board member emeritus of the University of Colorado's Leeds School of Business and a dedicated supporter of the University of Colorado at Boulder, 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 Leeds Young Alumni Service Award and the University of Colorado at Boulder’s Kalpana Chawla Award, the highest award bestowed on alumni within 15-years of graduation.

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 Argentine Patagonia, Australia, Bolivia, Chilean Patagonia, 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!

• BA, DePauw University
• MBA, University of Colorado – Boulder
• JD, University of Colorado – Boulder
• Advisory Board Emeritus – University of Colorado – Boulder – Leeds School of Business
• Advisory Board – Charles Schwab & Co.
• Advisory Board – Boulder Ventures
• Advisory Board – Renewal Funds
• Advisory Board – Ethic
• Advisory Board – American Institute for Avalanche Research & Education (AIARE)

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