At First Western, we share an uncommon entrepreneurial edge, possessing diverse backgrounds and impressive credentials. Our ability to think creatively and build a solid plan for execution supports a thriving culture and promotes continued success throughout our organization.
With an innate desire and ability to inspire and motivate others to achieve success, we are dedicated to our clients, our fellow associates, and the ongoing strength and growth of the company.
Senior Leadership Team
Our senior leadership team consists of five leading individuals from across the organization who provide significant experience in wealth management, private banking, financial services, and strategy.
As Chief Financial Officer, Julie oversees all accounting and finance functions. Julie works directly with our board of directors and banking regulators relative to current financial position and forecasted performance.
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.
Daniel C. Thompson, CFP®
As Regional President of Arizona, Dan is responsible for the overall direction and strategy of the Arizona team and is involved with all aspects of client relationship management.
Presidents & Chairmen
Our presidents and chairmen are experts in the private banking, wealth management, and investment management and provide strategic direction for our local offices.
As Chairman of our Jackson Hole office, Kay is responsible for growing and maintaining client relationships in wealth planning, investment management, private banking, and trust and estate planning.
As President of our Phoenix office, Chad is responsible for building and strengthening new and existing wealth, investment management, trust, and private banking client relationships for First Western Trust.
Jim Gersack, CFP®
As President of our Jackson Hole office, Jim is involved in all aspects of client relationships, wealth and investment management, business development, and the day-to-day operations of the office.
Omar Chyou, AWMA®, AIF®
As President of our Cherry Creek office, Omar Chyou is responsible for building and strengthening client relationships in wealth planning, investment management, commercial and consumer lending, and private banking.