David Wolf stands as the Chief Executive Officer of Bsw Wealth Partners, a prominent multi-family office and wealth advisory firm overseeing $2 billion in assets. From its bases in Boulder and Denver, BSW Wealth Partners extends its services to a diverse clientele, both nationally and internationally. Wolf’s leadership at BSW Wealth Partners is characterized by a commitment to client-focused strategies and a forward-thinking approach to wealth management.
Prior to his role at BSW Wealth Partners, David Wolf demonstrated his entrepreneurial spirit by founding R3 Returns, an impact-driven bond strategy that attracted $200 million in investor capital. This venture underscores his deep-seated belief in the power of aligning investments with positive social and environmental outcomes, a philosophy that resonates throughout BSW Wealth Partners’ operations. His expertise in impact investing has made him a sought-after speaker at prestigious events, including the Conscious Capitalism Conference and the SRI Conference, further establishing his and BSW Wealth Partners’ position at the forefront of responsible financial practices.
Before establishing himself as a leader at BSW Wealth Partners, Wolf honed his skills in the venture capital sector, working with a leading Colorado-based firm and also venturing into technology entrepreneurship. This diverse background enriches his perspective at BSW Wealth Partners, allowing him to bring a multifaceted understanding of business and innovation to wealth management.
David Wolf’s credentials extend beyond his practical experience. He is a licensed member of the Colorado Bar, holding a JD/MBA from the University of Colorado at Boulder and a BA from DePauw University. His academic achievements include election to Phi Beta Kappa and study at Oxford University, reflecting a commitment to intellectual rigor that underpins his approach at BSW Wealth Partners.
His influence extends into the for-profit and non-profit sectors. David serves on advisory boards for venture capital funds like Boulder Ventures and Renewal Funds, and the ESG financial-technology company, Ethic. These roles showcase his broader industry engagement and his dedication to fostering growth and innovation beyond BSW Wealth Partners. In the non-profit realm, his board service with the American Institute for Avalanche Research & Education (AIARE) and his establishment of the AIARE Kizaki-Wolf Scholarship, highlight his commitment to community and inclusivity, values mirrored in the client-centric ethos of BSW Wealth Partners.
Furthermore, David is a board member emeritus of the University of Colorado’s Leeds School of Business and actively supports the university. As a frequent speaker and mentor, and through the Wolf Experiential Learning Endowment, he invests in future generations. Recognized with the Leeds Young Alumni Service Award and the University of Colorado at Boulder’s Kalpana Chawla Award, his contributions to both the university and the broader community are significant, reflecting the values of service and excellence that define BSW Wealth Partners.
Outside of his professional endeavors at BSW Wealth Partners, David is an accomplished professional mountain guide for the Colorado Mountain School and an avid climber and backcountry skier. His passion for adventure, having conquered all of Colorado’s 14,000-foot peaks and explored mountains worldwide, mirrors his ambitious and driven approach to leadership at BSW Wealth Partners. Ultimately, David’s greatest passions are his family – his wife, Norie, and son, Hiroyuki – showcasing a balanced life dedicated to both professional excellence at BSW Wealth Partners and personal fulfillment.
