Denver, Colo. – June 30, 2014 – First Western Trust is excited to announce Amanda Phillips-DeSaverio has been promoted to vice president, portfolio manager, Cherry Creek.
“Amanda is committed to understanding her clients’ investment and wealth management goals and builds integrated solutions to achieve them,” said Marty May, president of the Cherry Creek office. “This promotion recognizes not only the contribution Amanda has made to our wealth management team but also to our clients.”
As Vice President, Portfolio Manager, Amanda will partner with clients to help them implement customized investment management strategies for their portfolios. Previously, Amanda was assistant vice president, where she fostered client relationships and assisted in growing and maintaining their investments at First Western’s Cherry Creek office.
Before joining First Western, Amanda served as a client relationship coordinator for Lincoln Financial Services, Inc., where she performed a variety of tasks, including research, handling client accounts, and preparing reviews of insurance and annuity policies.
About First Western Trust
First Western Trust’s mission is to be the best private bank for the Western wealth management client. 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 11 offices in Colorado, Arizona, California, and Wyoming. Through its proprietary ConnectView service model, First Western delivers tailored solutions in wealth planning, private banking, investment management, trusts and estates, insurance, philanthropic advisory, and retirement services to help meet its clients’ interconnected, and often complex, personal, business, and philanthropic needs.