First Western Trust Adds Relationship Manager to Phoenix Team
November 6, 2014
Phoenix, Ariz – November 6, 2014 – First Western Trust is pleased to announce a new addition to its Phoenix team. As Relationship Manager, Kelsey Haake will build and strengthen new and existing investment relationships in our Phoenix office.
Before joining First Western, Kelsey worked as a client relationship associate at Vanguard where she identified client needs and provided solutions and services to best meet their needs. Before her experience at Vanguard, she worked as a research analyst for Mesilla Valley Economic Development where she provided clients with recommendations on industries, and researched and analyzed competing industries. Kelsey received her Bachelor of Arts in Economics from New Mexico State University and holds her series 7 and 63 licenses.
“We are very excited to have Kelsey join our team,” said Victor Alonzo, president of First Western Trust’s Phoenix office. “Kelsey’s ability to build strong relationships with her clients and help connect the pieces of their investment portfolios will further strengthen our ability to provide integrated solutions tailored to our clients’ needs.”
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.