David Wolf
CEO - BSW Wealth Partners
- Role
- Advisory Council at Ethic
- Location
- Boulder, CO, US
- LinkedIn followers
- 500 followers
About David Wolf
CEO of BSW Wealth Partners, a private, independent, multi-family office and wealth advisory firm managing $2.5 billion on behalf of the most inspiring, awesome, and rad individuals, families, and organizations in Colorado and beyond!
Experience
Advisory Council
Jan 2021 — Present
Ethic is a +$8 billion tech-driven asset manager accelerating the transition to sustainable investing.
Education
University of Colorado Law School
Juris Doctor, Law
University of Oxford
St. Catherine's College
University of Colorado Boulder - Leeds School of Business
Master of Business Administration (M.B.A.)
DePauw University
Bachelor of Arts (B.A.)
Skills
- Intergenerational Wealth Transfer
- Family Office
- Investment Advisory
- Investment Management
- Wealth Management
- Investment Strategies
- Public Speaking
- Wealth Preservation
- Impact Investing
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.