
:: The Firm :: Our People :: Elias BachmannElias Bachmann
Elias joined the firm in late 2009 as a Senior Portfolio Manager. 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 will be responsible for managing client portfolios, conducting due diligence on investments and managers, and contributing to the firm's overall investment strategy. 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 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. |
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