PHOENIX—JANUARY 24, 2012—First Western Trust (“First Western”) announced today that Victor Alonzo will serve as president of the firm’s Phoenix office. He was previously senior vice president.
Alonzo brings to his new First Western role more than 30 years of experience in building and fostering client relationships as well as extensive banking and portfolio management expertise. As president of the Phoenix office, he will provide high-net-worth individuals, their extended families, and closely held businesses strategic solutions to ensure they reach their financial goals.
Through the firm’s proprietary wealth planning approach, ConnectView, Alonzo works with clients to comprehensively review their financial situations and develop custom-tailored solutions consistent with the clients’ objectives and risk tolerance.
“Victor’s dedication to ensuring our clients meet their financial goals combined with his extensive experience in the banking industry will serve him well as president,” said Dino Camuñez, the firm’s president of the Arizona market. “We are very pleased to have Victor lead the team at the First Western’s Phoenix office.”
“The continued opportunity to assist clients with their financial matters is of the utmost importance to me,” said Alonzo. “I value the level of service and the quality solutions First Western provides each and every client, and look forward to deepening our client relationships in the Phoenix area.”
Prior to joining First Western, Alonzo held senior positions with J.P. Morgan, Wells Fargo Bank and National Bank of Arizona.
First Western, headquartered in the West, brings together a strong team of individuals with more than 30 years of experience in the Phoenix market. The firm provides integrated wealth management solutions on a private banking platform. The firm is recognized for developing customized solutions for high-net-worth clients in the areas of investment management, trusts and estates, private banking, and wealth planning.
About First Western Trust
First Western Trust strives to be the best private bank for the Western wealth management client by providing comprehensive, tailored solutions in the areas of wealth planning, private banking, investment management, and personal trust. First Western also offers expertise in retirement services, mortgages, insurance, and business banking. First Western’s services are integrated through ConnectView, a proprietary approach that focuses on a client’s entire financial picture. Built specifically for clients based in the West, the firm has offices in Arizona, California, and Colorado.