First Western Trust Adds Portfolio Manager to Boulder Team
June 15, 2017
Denver, Colo. – June 12, 2017 – First Western Trust is pleased to announce a new addition to its Boulder team. Brice Williams, CFA, portfolio manager, is responsible for the design, construction, and monitoring of customized client portfolios and is assisting in the management of client relationships.
Prior to joining First Western, Brice was a vice president at LT Trust Company, where he ran their affiliated investment advisory firm and an affiliated securities broker-dealer during his tenure. He also served as the chief compliance officer for both firms. Through his breadth of experience, Brice has always implemented an integrated approach to wealth management, which makes him a perfect fit for First Western Trust’s holistic approach to financial planning.
Serving the community is one of First Western’s core tenets, and Brice contributes to this mission by volunteering with Access Fund, The American Alpine Club, and Habitat for Humanity. He is committed to contributing to the community where he lives and works.
“Brice brings great talent, expertise, and experience to our Boulder team,” said Eric Long, president of First Western Trust, Boulder, “At First Western Trust, we take the time to understand the full scope of our clients’ financial pictures, and by adding Brice, I am confident that he will play a key role in providing and implementing creative wealth management solutions for our clients.”
About First Western Trust
First Western Trust’s mission is to be the best private bank for wealth creators and entrepreneurs and to help families and individuals preserve and grow their existing wealth. 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 12 offices in Colorado, Arizona, California, and Wyoming.
Through its proprietary ConnectView service model, First Western delivers tailored solutions spanning personal, business, mortgage and philanthropic needs.