Insight-based advice

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

Mountaintop observatory

Edgar Henry "Ted" Bachrach

Senior Vice President–Wealth Management

Ted Bachrach received his Bachelors of Science from the University of Wisconsin in 1996 where he studied Molecular Biology. He then entered the Financial Services Industry at Oppenheimer in 1996, before joining UBS as a Vice-President Wealth Management. Ted has been with UBS since 2004, spending most of his career in the Chicago, IL branch and then moved to the Boulder, CO branch in 2016.

Ted is a Senior Portfolio Manager in the Portfolio Management Program at UBS, in addition to being a nationally accredited Chartered Financial Analyst (CFA).

Ted’s area of focus includes portfolio management and wealth preservation. He strives to help clients achieve their investment goals while maintaining long-standing client relationships.

Ted resides in Boulder, CO with his wife, Marla, and three children, Kate, Kaia and Valerie.

Registered States:
  • AZ
  • CA
  • CO
  • DE
  • FL
  • IL
  • IN
  • MI
  • PA
  • TX
  • WA

Education

  • B.S., University of Wisconsin

Credentials

  • Chartered Financial Analyst®
  • Senior Portfolio Manager
1801 13th Street
Suite 100
Boulder, CO 80302
  • (303) 441-5328

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The Year Ahead - Sustainable Investing

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

Learn more at ubs.com/wealthway.

Backed by the strength of UBS

A global leader in wealth management

$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

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