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.

Banking

First Western Trust

Scott Wylie

Aif® Phillip Wiest Cpfa

Piper Pierce

Joshua Cain

Thomas Walker

Robert Cooper

Keith Mutz

Donna Szollosi

Andrew Justus

Laura Dandridge Cfe, Ctfa

Michael Andersen

James Scott

Matt Cassell

Joe Baio

David Stern

Brunilda Wright

Jay Wortham

Michael Glass

Joe O'Brien

Joe Ballestrasse

Alex Rasmussen

Joan Lacroix

Mike Eden

Chris Pixler

Matt Gorr

Suzanne Johnson

Charles Bantis

Timothy Stack

Christine Joseph

Daniel C. Thompson

Josh Wilson

Julie Courkamp

The Financial Management Team at First Western Trust is responsible for overseeing the company's financial health and operational efficiency. This team handles financial planning, budget management, and investment oversight to ensure fiscal stability and growth. They also manage accounts payable, treasury operations, trust and investment management support services, and strategic financial planning to provide comprehensive financial services to their wealth management clients.

Financial Management Team

Financial Analysis and Portfolio Management

Operations and Technology

Market Presidents

Financial Management Team

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Team members

Other teams at First Western Trust

Financial Analysis and Portfolio Management

Operations and Technology

Market Presidents