First Western Trust Adds Portfolio Manager to DTC | Cherry Hills Team
Denver, Colo – January 29, 2015 – First Western Trust is pleased to announce a new addition to its DTC | Cherry Hills team. As Portfolio Manager, Read Williamsonwill help our clients’ design investment strategies tailored to their short- and long-term goals.
Read brings more than 12 years of investment experience to First Western. He was previously vice president, relationship manager for Fisher Investments where he managed relationships with institutional clients. Before his role as vice president, relationship manager, he was an investment counselor for Fisher Investments Private Client Group where he partnered with individuals, trusts, and entities to manage their portfolios.
“First Western takes pride in our ability to develop trusted relationships with each of our clients,” said Russel Schmucker, president of First Western Trust’s DTC | Cherry Hills office. “Read’s addition to our team will expand our capabilities to foster these important relationships and help our clients achieve their goals.”
About First Western Trust
First Western Trust’s mission is to be the best private bank for the Western wealth management client. The integrated wealth management firm delivers a complete package of goals-oriented wealth advisory services to clients that have a uniquely Western spirit from its 10 offices in Colorado, Arizona, California, and Wyoming.
Through its proprietary ConnectView service model, First Western delivers tailored solutions, spanning wealth planning, private banking, investment management, trusts and estates, insurance, philanthropic advisory, and retirement services to help meet its clients’ interconnected, and often complex, personal, business, and philanthropic needs.