As Regional President, Josh is responsible for managing the operations and associates of First Western Trust’s Colorado and Wyoming offices. Josh proactively seeks new business solution opportunities and strengthens relationships with current clients. Josh partners with the office presidents to ensure each office provides high service quality for clients and consistently looks for ways to improve service and office efficiencies.
Prior to joining First Western, Josh has worked 15+ years as a banking executive at Bank One, JP Morgan, and Vectra Private Bank. Previously, Josh was chief financial officer of an International Oil and Gas Operating Company.
Our goal is to provide a holistic approach to wealth management and deliver superior financial advice to our local communities. We understand that you have many goals for your family, career, experiences, and legacy. Through our ConnectView approach, we tailor a full suite of financial tools to help you reach your objectives.
If you are interested in finding a local team you can trust, I invite you to connect below:
Getting to Know Josh
What is your idea of perfect happiness?
Retiring somewhere warm with my wife and family.
What trait do you most value in your friends?
A combination of intellectualism and understanding.
What is your motto?
“Character is what you are doing when no one is looking.”
- Life and Health certifications
- Member-Institute for Private Investors