First Western Trust Adds Investment Management Expertise to Boulder Team
December 2, 2013
Boulder, Colo – December 2, 2013 – First Western Trust is pleased to announce a new addition to its Boulder team. As Associate Relationship Manager, Donna Szollosi will support client relationships while helping create tailored solutions for their investment management needs.
Donna brings extensive experience in boutique client services to First Western. She has 14 years experience in the wealth management industry, having worked for Crestone Capital Advisors and Jocelyn Pension Consulting in Boulder. Donna also worked at Laird Norton Tyee in Seattle, Washington. Donna earned her Bachelor of Science degree in finance at San Jose State University and has previously held Series 7 and 63 licenses.
“First Western takes pride in our ability to develop relationships with our clients to help them meet their complex financial needs,” said Matt Gorr, president of First Western Trust’s Boulder office. “Donna’s addition to our team will expand our capabilities to create and foster these important relationships to help our clients achieve their financial goals.
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.