SCOTTSDALE, Ariz. – May 21, 2014 – First Western Trust is excited to announce Andrew Roodveldt has been promoted to Portfolio Manager of First Western Trust, Scottsdale.
“Andrew is committed to providing holistic wealth management solutions to our clients,” said Dan Thompson, chairman of First Western Trust, Scottsdale. “This promotion recognizes the significant contribution Andrew has made not only to our investment management team but also in partnering with clients to develop integrated strategies to reach their goals.”
As Portfolio Manager, Andrew will work with individuals, families, foundations, and institutions to develop investment management solutions, tailored to their specific needs and long-term goals. Previously, Andrew was a relationship manager, focusing on the day-to-day oversight and management of the investment portfolio in First Western’s Scottsdale office.
Prior to First Western, Andrew worked with Morgan Stanley-Smith Barney and Charles Schwab, assisting clients with their wealth management needs as a financial advisor. He earned his Bachelor of Arts in Economics and Political Science from the University of Arizona.
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.