First Western Trust
Peter Schafer, CFA, CFP® has extensive work experience in the finance industry. Peter joined First Western Trust in 2022 as a VP Portfolio Manager. Prior to that, they worked at Fidelity Investments for over 13 years, starting in 2008 as a Portfolio Specialist. Peter gained valuable knowledge and expertise during their time at Fidelity Investments before transitioning to their current role at First Western Trust.
Peter Schafer, CFA, CFP® pursued their education in finance. From 2004 to 2008, they attended the University of Kentucky where they obtained a Bachelor's degree in Finance, General. Prior to that, they completed their high school education at Roswell High from 2000 to 2004. In addition to their academic achievements, Peter Schafer has also earned the Chartered Financial Analyst (CFA) certification from the CFA Institute in February 2022.
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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.