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Photo of Andrea Berry
First Western

Senior Portfolio Manager

Andrea is a portfolio manager at First Western Trust, responsible for assisting in the management of client relationships and implementing customized investment management strategies for client portfolios.

Andrea has more than 18 years of experience in the local computer disc drive industry, principally leading cross functional product development teams for Seagate Technology and Conner Peripherals. She currently uses her analytical and planning skills to work for high-net-worth clients to help them to achieve their financial goals.

Email Andrea at Andrea.Berry@myfw.com

Getting to Know Andrea

What is your motto?
Vision without execution is hallucination.

What trait do you most admire in a person?
Consistency

What is your most treasured possession?
My cat, Kodie, or if cats aren’t considered a possession, then it’s my garden.

Credentials

  • Bachelor of Science in Industrial Engineering and Operational Research from the University of California, Berkeley
  • Certified Financial Planner (CFP®) designation