First Western Trust
David Stern, CFA, currently serves as a Board Member for the Colorado Zoological Trust at the Denver Zoological Foundation since August 2023. With a career at First Western Trust spanning from 2007 to the present, David has held positions including Director of Investment Research, Senior Investment Research Analyst, and Equity Analyst. David holds a Master of Business Administration (MBA) in Finance from the University of Denver - Daniels College of Business and a Bachelor of Arts (B.A.) in Biology with a concentration in Environmental Science from Colby College.
First Western Trust
3 followers
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.