Senior Vice President, Senior Portfolio Manager
In addition to extensive Relationship Management experience, Pete brings nearly 40 years of investment management, private client advisory, and banking expertise to First Western as a senior portfolio manager. He manages clients’ investment portfolios in collaboration with First Western’s wealth and fiduciary advisors and Investment Policy Committee, comprehensively reviewing their financial situation and developing diversified asset allocation strategies that are consistent with their objectives and risk tolerance. He monitors and rebalances client portfolio holdings to ensure that investment policies are properly implemented.
Prior to joining First Western, Pete served for five years as a Director in private banking for Credit Suisse in Los Angeles. Previously, he was a Private Client Advisor for Bank of America and a Vice President of corporate banking for Union Bank.
- Bachelor’s degree in Economics from the University of California, Santa Barbara