First Western Trust
Brett Goddard has over two decades of experience in trust and investment management operations, currently serving as the Trust and Investment Management Operations Team Lead at First Western Trust since August 2016. Previous roles include positions at Curian Capital as an ACAT Specialist, where Brett enhanced asset management through electronic transfers, and as Client Services Director at WealthTouch, Inc., where Brett managed client relationships for high-net-worth individuals. Brett's career began at Lipper, A Thomson Reuters Company, where various roles provided a solid foundation in client service and sales support. Brett holds a Bachelor of Arts in International Business from San Diego State University, earned from 1988 to 1991.
First Western Trust
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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.