Aif® Phillip Wiest Cpfa

Phillip Wiest, AIF®, CPFA, currently serves as a Relationship Manager at First Western Trust since October 2019. Prior to this role, Phillip held the position of Vice President, Relationship Manager - Institutional Wealth at BOK Financial from November 2012 to September 2019. Phillip's earlier career includes serving as a Client Service Manager at JPMorgan from February 2007 to November 2012 and as a Client Service Manager, Assistant Vice President at Merrill Lynch between 1999 and 2007. Phillip began the professional journey as a Marketing Specialist at GMAC-RFC from 1996 to 1999. Phillip earned a Bachelor of Arts degree in Communications / Media Theory & Research from Penn State University, graduating in 1996.