Brice Williams

Brice Williams, CFA has a diverse work experience in the finance industry. Brice is currently serving as the Vice President and Portfolio Manager at First Western Trust since 2017. Prior to that, they worked as the Vice President and Financial Advisor at Plan Strategies, Inc. from 2012 to 2017, where they were responsible for providing advisory services to 401(k) plans and other company retirement plans.

Brice held various roles at LT Trust from 2004 to 2017, including Relationship Manager for 401(k) plan clients and President and CCO of LTC Investment Services, Inc. from 2008 to 2016. Additionally, they served as a Senior Registered Representative during their time at LT Trust.

Before joining LT Trust, Brice worked at Crestone Capital Advisors as a Financial Analyst from 2001 to 2003. Brice started their career at Charles Schwab, where they served as a Manager from 1995 to 2001.

Brice Williams, CFA, pursued their education from 1990 to 1995 at The University of Georgia. During this time, they completed their Bachelor of Business Administration (BBA) degree with a specialization in International Business.