First Western Trust strives to be the best private bank and trust company for the Western wealth management client, providing comprehensive tailored solutions and access to a local team of experts. With over $6 billion in affiliated assets under management or advice, First Western offers a unique combination of institutional quality investment management and a variety of financial services including wealth planning, investment management, private banking, personal trust, philanthropic services, retirement consulting, insurance and mortgage services. Built specifically for the new economies of the West, the firm has offices in Arizona, California, Colorado and Wyoming.

Banking

First Western Trust

First Western Trust's headquarters in Denver, CO, United States

This department focuses on managing and enhancing client relationships within strategic wealth programs.

Wealth Management

The Financial Analysis and Portfolio Management team at First Western Trust is responsible for developing and executing investment strategies to manage client portfolios effectively. They conduct thorough financial analysis, assess creditworthiness, and perform in-depth research to optimize investment returns while mitigating risks. The team works closely with clients to understand their financial goals and tailor solutions to meet their specific needs, ensuring a personalized approach to wealth management and investment.

Financial Analysis and Portfolio Management

The Operations and Technology team at First Western Trust ensures the seamless functionality and efficiency of the company's technology infrastructure and operational processes. They are responsible for developing and maintaining applications, managing IT support, ensuring quality assurance in loan operations, streamlining trust and investment operations, and overseeing the integration of technology with client services. This team plays a critical role in optimizing the company's performance and delivering high-quality financial services to clients.

Operations and Technology

This department manages the processes and services involved in mortgage lending and loan origination.

Mortgage Operations

The Market Presidents team at First Western Trust comprises senior leaders responsible for overseeing regional markets and driving business strategies to meet client needs. They ensure the delivery of tailored financial solutions and manage local operations to align with the company's vision and goals. This team plays a crucial role in fostering client relationships, expanding market presence, and enhancing service excellence in their respective regions.

Market Presidents

The Leadership Team at First Western Trust is responsible for establishing the strategic vision and direction of the company, ensuring alignment across all regions and services. Comprising top executives such as the CEO, Regional Presidents, and CFO, this team fosters collaboration, drives growth initiatives, and oversees the execution of tailored wealth management solutions that meet the unique needs of their clients in the West. Their collective expertise and leadership guide the organization in providing exceptional client service and operational excellence.

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People (14)

Jobs (0)

Other teams

Financial Analysis and Portfolio Management

Operations and Technology

Mortgage Operations

Market Presidents

Leadership Team

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People (14)

Jobs (0)

Other teams

Financial Analysis and Portfolio Management

Operations and Technology

Mortgage Operations

Market Presidents

Leadership Team

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