Drew Simon

Drew Simon


Advisor Emeritus

In 2022, Drew retired after 30-plus years caring for the financial well-being of BSW’s clients and their families while also helping to manage and grow BSW. Drew remains actively engaged with BSW as a principal, mentor and occasional provocateur.

With over 40 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. In 2021, he became a fully trained hospice volunteer with TRU Community Care, working in TRU’s in-patient Care Center. Outside of BSW and TRU, Drew’s interests include international and adventure travel, hiking, live music, yoga and scuba diving. Particularly joyful are opportunities to share these pastimes with his three adult children and before long his new granddaughter.


“The two most important days in your life are the day you are born and the day you find out why.” –Mark Twain

“I’ve learned that people will forget what you said, people will forget what you did, but people will never forget how you made them feel.” –Maya Angelou

Education, Accreditation, Leadership and Service:

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