Peter Siple, AIF
Pete is a relationship manager at First Western Trust. He is responsible for the coordination of client services and investment advisory services for all qualified retirement plan clients. Pete brings 29 years of experience in the design, investment monitoring, administration and regulatory compliance of qualified deferred compensation plans. For First Western clients he will help control plan costs, maximize investment performance, optimize employee learning, and enhance the fiduciary review process. He recognizes the complexities that businesses face and understands how important it is to offer sound, reliable and reasonable recommendations for these businesses. Prior to joining First Western Trust Bank, Pete was a vice president at Wells Fargo Institutional Retirement and Trust for 19 years. There, he was responsible for assisting clients with the selection of investment options, consulting on plan design and participant education. Pete also gained valuable experience at Merrill Lynch Retirement Services and Reber/Russell Company where he was a senior pension consultant.
- Bachelor of Science from University of Colorado, Boulder
- Accredited Investment Fiduciary® (or AIF®) professional designation
- Member of Western Pension and Benefits Conference
- Pete is married with two daughters, Kate and Maggie, who share Pete’s passion for sports and the outdoors
Email Pete at Peter.Siple@myfw.com