First Western Adds Portfolio Manager and Trust and Investment Advisor to Denver Team
November 21, 2013
Denver, Colo. – November 21, 2013 – First Western Trust is pleased to announce two new additions to its Denver relationship team. Stacy Schurman has joined the Denver office as vice president, senior portfolio manager, and Ken Suess as trust and investment advisor.
Prior to joining First Western Trust, both Stacy and Ken worked at U.S. Bank where they specialized in building and maintaining strong client relationships.
Stacy brings a wealth of investment advisory expertise to First Western Trust. She has 15 years of experience working with affluent individuals, institutions, and charitable foundations in the areas of investment management, trusts, and tax management. As Senior Portfolio Manager, Stacy designs and implements tailored investment strategies to enhance her clients’ abilities to meet their long-term objectives. She earned her MBA from the University of Colorado at Denver and is a member of the CFA Society of Colorado.
Ken has devoted his career to helping high-net-worth individuals and families achieve their financial goals by providing expert knowledge in trust and fiduciary services as well as investment management. He is instrumental in the daily administration of trusts, and his clients truly view him as a trusted advisor.
“We are very excited to have Stacy and Ken join our team”, said Lou Clinton, president of First Western Trust’s Denver office. “Their individual and collective expertise in the areas of trust and investment management complement our existing wealth advisory team in delivering comprehensive, goals-based wealth management.”
About First Western Trust
First Western Trust is uniquely positioned as the best private bank for the Western wealth management client by providing tailored solutions in the areas of wealth planning, private banking, investment management, and trusts and estates to meet client’s complex financial needs. With further specialties in retirement services, insurance, philanthropic services, and business banking, First Western delivers direct access to subject matter experts and sophisticated services through local, team-based relationships. First Western’s services are integrated through ConnectView, a proprietary approach that considers a client’s entire financial picture in designing integrated solutions to reach short- and long-term goals. Built specifically for clients based in the West, the firm has offices in Arizona, California, Colorado, and Wyoming.