California has always been about new opportunities, and First Western Trust, Century City, is dedicated to the people who create them. We are committed to working personally with our clients and their financial affairs, cultivated through strong relationships, a shared understanding of goals, and wealth management solutions that are custom-tailored for each client.
At First Western Trust, you benefit from the unique combination of sophisticated, institutional-quality investment management and trust and wealth planning. All of these services are delivered by a proactive, local team with strong ties to the Los Angeles and Southern California community.
As philanthropy is a strong part of First Western Trust’s culture, giving back is an essential part of our commitment in Los Angeles. We’re proud of our team members’ dedication to Los Angeles, both inside the office through their exceptional wealth planning expertise and outside the office through their community service.
The Century City team is headed by Portfolio Manager Tim Morphy who brings a wealth of knowledge in investment management, and wealth planning to the Los Angeles area.
Our Local Leadership
As Regional President of California, Dan is responsible for the overall direction and strategy of the California team and is involved with all aspects of client relationship management.
Our Local Team
In addition to extensive relationship management experience, Pete brings nearly 40 years of investment management, private client advisory, and banking expertise to First Western as a Senior Portfolio Manager.