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Charlie Kirschner
Director, Planning, Trust & Investment Management Client Services at First Western Trust
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Work Experience
Oct 2016 - Present · 8 years and 3 months
Director, Planning, Trust & Investment Management Client Services
Apr 2023 - Present · 1 years and 9 months
Vice President Trust & Investment Management Support Services
Oct 2016 - Apr 2023 · 6 years and 6 months
Vice President Of Operations
May 2015 - Feb 2016 · 9 months
Company Details
201-500 Employees
First Western Trust strives to be the best private bank and trust company for the Western wealth management client, providing comprehensive tailored solutions and access to a local team of experts. With over $6 billion in affiliated assets under management or advice, First Western offers a unique combination of institutional quality investment management and a variety of financial services including wealth planning, investment management, private banking, personal trust, philanthropic services, retirement consulting, insurance and mortgage services. Built specifically for the new economies of the West, the firm has offices in Arizona, California, Colorado and Wyoming. Member FDIC, Equal Housing Lender, NMLS# 477166.
Year Founded
2004
Social Media
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Industry
Financial Services
HQ Location
1900 16th Street Suite 1200 Denver, CO 80202, US
Keywords
wealth planninginvestment managementprivate bankingtrusts and estatesinsurancebusiness bankingretirement consultingphilanthropic servicesmortgagesbanking
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