First Western Trust
Stephen Algiene is an experienced finance professional with a comprehensive background in investment analysis and customer service. Currently serving as an Investment Research Associate at First Western Trust since July 2019, Stephen previously held positions including Revenue Analyst in the same company. Prior experience at Fidelity Investments from September 2016 to July 2019 involved roles such as Investment Solutions Representative and High Net Worth Service Associate, where Stephen developed strong financial acumen. Earlier, a summer internship at FirstBank provided foundational experience in teller services and customer relations. Stephen holds a Bachelor of Science degree in Finance from Adams State University, completed in 2015.
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.