DTC | Cherry Hills
Wealth Management & Private Banking
As Colorado’s economy continues to grow, the Denver Tech Center has become “home” to many new businesses while more and more existing businesses have migrated south of downtown to this economic trading center. To support this growing business center, First Western Trust’s DTC team brings their expertise in private banking, investment management, and wealth planning to serve the varied needs of our Denver Tech Center clients.
With individual areas of expertise, our team works together to provide a holistic view of your finances, creating an effective plan for your business, personal, and philanthropic needs. Clients are able to enjoy true Wall Street expertise at a local level, complete with unprecedented local access and personal service. Our integrated wealth management services are second to none and include private banking, investment management, trusts, wealth planning, and fiduciary services.
Our DTC | Cherry Hills team is comprised of talented individuals who can offer you unparalleled knowledge in financial services.
First Western Trust Bank
6501 East Belleview Avenue
Englewood, CO 80111
Equal Housing Lender
NMLS ID 477166
Our Local Leadership
As Regional President, Josh is responsible for managing the operations and associates of First Western Trust’s regional offices. Josh proactively seeks new business solution opportunities and strengthens relationships with current clients.
Our Local Team
Pate is responsible for client portfolio and relationship management, financial planning, asset allocation, cash-flow planning and execution, and other portfolio analysis and refinement.
As Relationship Management Associate, Rahul is responsible for supporting client relationships while helping create tailored solutions for the clients’ investment management needs.
Damian Eddy, associate lender, will administer and oversee assigned loan portfolio, and partner with the lending team to introduce new and existing clients to the wealth management approach of First Western.