Portfolio Manager | DTC | Cherry Hills
Pate is responsible for client portfolio and relationship management, financial planning, asset allocation, cash-flow planning and execution, and other portfolio analysis and refinement. Pate served as the Director of Operations and Portfolio Manager for Reber/Russell Company prior to joining First Western. During his tenure, he oversaw trading operations systems, client services, and project development while the company’s business grew from $250 million in assets under management to $500 million. His professional experience also includes trading, client services, human resources and business development.
Email Pate at Pate.Reber@myfw.com
Getting to Know Pate
What person, living or deceased, would you most like to meet?
Julius Caesar is a person I’d like to meet, preferably in his time, as I think it would be fascinating to see the world at that time and place. It would also be interesting to have Julius appear in current day just to see his reaction.
What is your most treasured possession?
My house! Other than when the basement is flooding, it makes me happy most every day. It was built in 1886 and was totally dilapidated when I first bought it. I like the feeling of having “saved” it by renovating it and keeping most of its historic qualities. I enjoy thinking about the history of the house and the neighborhood, as well as the liveliness of my neighborhood since its rejuvenation over the last 13 years.
What do you like most about your job?
Getting to know clients and their families, spending time with them and feeling like a trusted person in their lives.
- Bachelor of Arts in Economics, University of Colorado, Boulder
- Masters of Business Administration, University of Denver
- Certified Financial Planner (CFP®) Designation
- Member, Financial Planning Association
- Volunteer, JA for a Day
- Volunteer, The Gathering Place
- Volunteer, Groundwork Denver
- 5280 and Colorado Biz magazines – Denver 5-Star Wealth Manager