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About
Elias Bachmann is the Director of Private Investments and Senior Portfolio Manager at BSW Wealth Partners, based in Boulder, CO. He has served the firm since 2009 in various leadership roles, including Director of Real Assets and Managing Director of the Investment Group, where he was instrumental in segmenting investment responsibilities across asset class directors and recruiting BSW’s new Director of Investments.
His investment expertise centers on private investments, real assets, private credit, renewable infrastructure, energy generation, and energy storage. Bachmann leads portfolio management and due diligence in alternative asset classes, focusing on impact investing, infrastructure, and private equity opportunities, and has a reputation for a contrarian approach to manager selection. He has notably shaped BSW’s robust processes for private market subscriptions and reporting frameworks, driving operational efficiencies in alternative investment allocations.
Elias holds an MBA in Finance from the University of Colorado Boulder – Leeds School of Business and a BA in Organizational Communication from the same institution. Over his more than 15-year tenure, he became BSW's eighth shareholder in 2020 and has contributed significantly to developing the firm’s investment platform and enhancing its client engagement and reporting capabilities.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| BSW Wealth Partners | Portfolio Manager | Oct 2009 to Present | As a portfolio manager I work closely with advisors and clients to implement, manage and communicate their individual investment strategies. |
| BSW Wealth Partners | Director - Real Assets | Oct 2009 to Present | As 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 o... |
| BSW Wealth Partners | Managing Principal and Director of the Investment Group | Nov 2018 to Mar 2024 | 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 por... |
| BSW Wealth Partners | Director - Private Investments | Oct 2009 to Dec 2022 | — |
| Wells Fargo Advisors | Financial Advisor - Portfolio Manager | Jan 2004 to Oct 2009 | 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 plan... |
| Sun Microsystems | Strategic Planning and Finance - MBA Internship | May 2003 to Aug 2003 | 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 initi... |
| Wall Street Institute, Luzern, Switzerland | Sales Manager | Jan 2001 to Jun 2001 | 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 pr... |
| DIRT CAMP, INC | Director of Operations | Jan 1996 to Jan 2001 | 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 partners... |
Education
University of Colorado Boulder - Leeds School of Business
MBA, Finance
2002 — 2004
University of Colorado Boulder
BA, Communication; Organizational Communication
1992 — 1997
Skills & Expertise
Others at BSW Wealth Partners (1)
| Name | Role | Location |
|---|---|---|
 | Portfolio Manager | Boulder, CO , United States |
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