First Western Trust Adds President to Jackson Team
June 16, 2014
Jackson, Wyo – June 16, 2014 – First Western Trust is pleased to announce a new addition to its Jackson team. As President, Jim Gersack, CFP, will be responsible for the day-to-day operations of the Jackson Hole office and is involved in all aspects of client relationships, wealth and investment management, and business development. In addition, Jim will actively partner with local nonprofit and philanthropic organizations to grow First Westerns connections to the Jackson community.
Jim brings 17 years of wealth and investment management experience to First Western Trust. He was most recently Wealth Advisor at First Interstate Wealth Management where he managed client relationships in the Jackson market. Prior to First Interstate Wealth Management, Jim was senior vice president and market manager for Bank of America Private Bank in Boise, Idaho. He also served as head of business development for a hedge fund within Bank of America in San Francisco.
“Our focus at First Western is to provide wealth management solutions that cater to each client’s financial needs,” said Scott Wylie, CEO of First Western Trust. “Jim’s dedication to his clients and his unique ability to connect with them and understand their goals will help strengthen our ability to create tailored solutions for our clients.”
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.