AMG National Trust
Blake Meservey, CFA has a Bachelor of Science in Business Administration with a focus on Financial Management from the University of Colorado Denver. Currently, at AMG National Trust Bank, Blake holds the titles of Financial Counselor and Financial Analyst. Prior experience includes working as an Analyst Intern at Rockies Venture Club and as a Research Assistant at the University of Colorado Denver. Notably, at Rockies Venture Club, Blake outlined strategies for an angel investment fund and conducted primary research on due diligence practices. Additionally, at the University of Colorado Denver, Blake supported Assistant Professors of Finance in compiling information for a research proposal and sourced historical commodity reserve data for public oil and gas companies.
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AMG National Trust
AMG National Trust (AMG) is a privately-held wealth management firm headquartered in Denver, Colorado. With more than 45 years of wealth management expertise, AMG has helped individuals and families, corporate executives, business owners and institutions develop strategies for long-term financial success. We provide integrated financial planning, investment management, access to private capital, tax preparation, trust administration, charitable giving, retirement plan administration, and banking services. AMG serves over 1,200 clients across the U.S. from 8 offices.