Wealth Advisor | DTC | Cherry Hills
As Wealth Advisor in our DTC, Cherry Hills office, Pete works closely with clients to develop customized financial solutions through First Western's ConnectView® approach. In partnership with the DTC team and First Western's wealth advising experts, Pete works to learn what matters most to each client and their family and creates financial assessments through comprehensive pre-liquidity planning and post-liquidity wealth management. He enjoys engaging with clients and prospects by listening to their needs and asking the right questions to provide them with the resources and solutions necessary to meet their individual situations.
Prior to joining First Western, Pete was senior vice president, senior private banker at City National Bank in Los Angeles, California where he focused on developing personal wealth solutions and business wealth strategies. Pete has worked with various global banking and investment firms around the world and brings more than 30 years of experience in the financial industry to his role at First Western.
Getting to Know Pete
Integrity, valuing the opinions of others, and connecting people to allow them to grow both professionally and personally.
Be Here Now, Keep It Simple, and Never Give Up!
- Bachelor of Arts in Economics & Politics from the University of Western Ontario
- MBA in Finance from the University of Denver, Daniels College of Busines
- Certified Investment Management Analyst® (CIMA®)
- NMLS #821968
- LA5 Rotary Board
- Junior Achievement, LA