Portfolio Manager
CurrentAs a portfolio manager I work closely with advisors and clients to implement, manage and communicate their individual investment strategies.
Oct 2009 - Present
AeroLeads people directory · profile
Elias Bachmann, Cfa Email & Phone Number
Director - Real Assets, Portfolio Manager and Partner at BSW Wealth Partners, a Public Benefit Corporation
at
BSW Wealth Partners
2 work emails found
@bsw.com
3 phones found area 303
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Director - Real Assets, Portfolio Manager and Partner at BSW Wealth Partners, a Public Benefit Corporation
Location
Boulder, Colorado, United States
Who is Elias Bachmann, Cfa? Overview
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Quick answer
Elias Bachmann, Cfa is listed as Director - Real Assets, Portfolio Manager and Partner at BSW Wealth Partners, a Public Benefit Corporation at BSW Wealth Partners, based in Boulder, Colorado, United States. AeroLeads shows a work email signal at bsw.com, phone signal with area code 303, and a matched LinkedIn profile for Elias Bachmann, Cfa.
Elias Bachmann, Cfa previously worked as Portfolio Manager at Bsw Wealth Partners and Director - Real Assets at Bsw Wealth Partners. Elias Bachmann, Cfa holds Mba, Finance from University Of Colorado Boulder - Leeds School Of Business.
Company email context
Email format at BSW Wealth Partners
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{first}@bsw.com
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Profile bio
About Elias Bachmann, Cfa
I am the Director of Private Investments at BSW Wealth Partners and Senior Portfolio Manager. Our firm specializes in making life better for our clients by relieving the complexity and nuance of managing a family's investments toward their life goals. In my current roles I oversee our efforts to provide suitable direct real estate and private equity ingredients and manage the overall investment portfolios of select clients. When I am not investing, I enjoy cooking, surfing, skiing, traveling and mountain biking.Specialties: Portfolio Management, Investment Real Estate, Private Equity and Impact InvestmentsLanguage Skills: English (Fluent), German (Fluent), Spanish (good)
Listed skills include Portfolio Management, Sales, Microsoft Office, Private Equity Funding, and 6 others.
Current workplace
Elias Bachmann, Cfa's current company
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8 roles
Elias Bachmann, Cfa work experience
A career timeline built from the work history available for this profile.
Director - Real Assets
CurrentAs Director of Real Assets I oversee the development of BSW's private real assets strategy, curation and monitoring of its ingredients and effective rollout and communication to firm stakeholders. I oversee in excess of $300M of real asset investments in infrastructure, farmland, timber, multi-family real estate and other commercial real estate.
Oct 2009 - Present
Managing Principal And Director Of The Investment Group
As Director of the Investment Group, I served on the firm's management committee and oversee a team of investment professionals who are responsible for BSW's investment strategy, due diligence and portfolio management. Our team curates all of BSW's investment ingredients across both public and private asset classes including traditional, impact and ESG.
Nov 2018 - Mar 2024
Director - Private Investments
Oct 2009 - Dec 2022
Financial Advisor - Portfolio Manager
I worked on the front lines of wealth management as an advisor for a team overseeing in excess of $150m in AUM. In this role, I would work with clients and prospects through the entire investment planning, implementation and management process. I also co-managed a model equity strategy used in client portfolios. I developed tracking and trading tools to.
Jan 2004 - Oct 2009
Strategic Planning/Finance - Mba Internship
I implemented a Business Performance Excellence planning model in the Swiss division of Sun Microsystems. The plan integrated business unit-level objectives with regional and corporate strategic initiatives. I linked goals to KPIs and created financial analyses integrated across lines of business in order to enhance entity-wide financial transparency.
May 2003 - Aug 2003
Sales Manager
Wall Street Institute, Luzern, Switzerland
The Wall Street Institute is a subsidiary of Sylvan Learning Systems and operates 350 English language Centers in 15 countries. I managed corporate and individual sales of English language training programs in the Luzern, Switzerland office. In this role, I implemented regional marketing efforts with local media, vendors and employers, which had a.
Jan 2001 - Jun 2001
Director Of Operations
Dirt Camp, Inc
Dirt Camp, Inc was a leading provider of mountain biking training programs nationwide. I oversaw all financial and operational aspects of the business. I grew the business by expanding resort partnerships, implementing an aggressive media campaign, and establishing strategic marketing partnerships with companies in the bike and travel industries. Dirt.
Jan 1996 - Jan 2001
2 education records
Elias Bachmann, Cfa education
Mba, Finance
University Of Colorado Boulder - Leeds School Of Business
Ba, Communication; Organizational Communication
University Of Colorado Boulder
FAQ
Frequently asked questions about Elias Bachmann, Cfa
Quick answers generated from the profile data available on this page.
What company does Elias Bachmann, Cfa work for?
Elias Bachmann, Cfa works for BSW Wealth Partners.
What is Elias Bachmann, Cfa's role at BSW Wealth Partners?
Elias Bachmann, Cfa is listed as Director - Real Assets, Portfolio Manager and Partner at BSW Wealth Partners, a Public Benefit Corporation at BSW Wealth Partners.
What is Elias Bachmann, Cfa's email address?
AeroLeads has found 2 work email signals at @bsw.com for Elias Bachmann, Cfa at BSW Wealth Partners.
What is Elias Bachmann, Cfa's phone number?
AeroLeads has found 3 phone signal(s) with area code 303 for Elias Bachmann, Cfa at BSW Wealth Partners.
Where is Elias Bachmann, Cfa based?
Elias Bachmann, Cfa is based in Boulder, Colorado, United States while working with BSW Wealth Partners.
What companies has Elias Bachmann, Cfa worked for?
Elias Bachmann, Cfa has worked for Bsw Wealth Partners, Wells Fargo Advisors, Sun Microsystems, Wall Street Institute, Luzern, Switzerland, and Dirt Camp, Inc.
How can I contact Elias Bachmann, Cfa?
You can use AeroLeads to view verified contact signals for Elias Bachmann, Cfa at BSW Wealth Partners, including work email, phone, and LinkedIn data when available.
What schools did Elias Bachmann, Cfa attend?
Elias Bachmann, Cfa holds Mba, Finance from University Of Colorado Boulder - Leeds School Of Business.
What skills is Elias Bachmann, Cfa known for?
Elias Bachmann, Cfa is listed with skills including Portfolio Management, Sales, Microsoft Office, Private Equity Funding, Tamarac Advisor View, Tamarac Rebalancer, Real Estate Investment, and Portfolio Center.
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