Donna Szollosi

Donna Szollosi is a seasoned professional in the financial services industry, currently serving as a Relationship Management Associate in Investment Management at First Western Trust since October 2013. In this role, Donna focuses on client care, portfolio management, and the preparation of Investment Policy Statements. Prior experience includes positions as a Retirement Account Assistant at Jocelyn Pension Consulting, LLC, Client Associate at Laird Norton Wealth Management, Investment Research Analyst at Crestone Capital Advisors, and Registered Sales Associate at Smith Barney. Donna holds a Bachelor of Science degree in Finance/Economics from San Jose State University.