First Western Trust
Keith Mutz possesses extensive experience in account management and investment services. At Computershare, from November 2021 to July 2022, Keith served as an Account Associate 2, focusing on municipal bond and investment service management, including debt service payments and cash flow analysis. Currently, at First Western Trust since July 2022, Keith holds the title of Senior Investment Associate, collaborating with portfolio managers and trust officers to offer tailored investment and trust solutions. Prior to this, from September 2014 to November 2021, Keith worked at Wells Fargo, progressing through various roles such as Personal Banker, Auto Loan Underwriter, and Account Associate 2, engaging in customer credit investigations and underwriting while managing customer relationships.
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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.