Boulder, Colo – July 15, 2014 – First Western Trust is pleased to announce a new addition to its Boulder team. As Senior Private Banker, Warren Colaric will build and maintain relationships to help First Western clients fulfill their banking goals.
Before joining First Western, Warren was a relationship banker at JPMorgan Chase, where he assisted clients in the areas of personal and business banking, investment management, and mortgages. He was also a benefits coordinator for Geisinger Health Systems where he worked with insurance providers to verify and maintain health insurance policies.
“First Western specializes in using a connected approach to understand our clients’ full financial pictures and help them reach their goals,” said Matt Gorr, president of First Western Trust’s Boulder office. “With Warren’s holistic experience, we further strengthen our ability to provide integrated wealth management solutions tailored to our clients needs.”
About First Western Trust
First Western Trust is uniquely positioned as the best private bank for the Western wealth management client by providing tailored solutions in the areas of wealth planning, private banking, investment management, and trusts and estates to meet clients’ complex financial needs. With further specialties in retirement services, insurance, philanthropic services, and business banking, First Western delivers direct access to subject matter experts and sophisticated services through local, team-based relationships. First Western’s services are integrated through ConnectView, a proprietary approach that considers a client’s entire financial picture in designing integrated solutions to reach short- and long-term goals. Built specifically for clients based in the West, the firm has offices in Arizona, California, Colorado, and Wyoming.