Boutique, integrated private bank, investment management, personal trust, and wealth management firm expands with full-service office opening and hiring of experienced local executive
Jackson,WY – February 10, 2014 – First Western Trust announced it is expanding its Wyoming presence in Jackson by launching its full menu of wealth management, trust, and private banking services for residents throughout the state.
First Western Chairman and CEO, Scott Wylie, commented that “Wyoming is a very attractive place to do business given the state’s demographic trends and progressive economic policies. We believe it’s an underserved market for fiduciary-based wealth management and are committed to expanding the reach of our Jackson office to serve the residents of Wyoming.”
Mr. Wylie also announced that local wealth management executive Kay Jones is joining the firm as its Jackson Chairman with responsibility for client acquisition and relationship management across the state.
First Western’s local office will be located at 690 S. Highway 89 in Jackson.
About Kay Jones
Kay brings over 28 years of wealth management experience to First Western Trust. She most recently served as Vice President and Senior Wealth Manager of RMB Capital Management in Jackson.
“At First Western Trust, I saw an opportunity to serve clients in a way that is truly unique to the Jackson and broader Wyoming market. The company is built from the ground up to provide local access to the expertise our clients need to reach all of their financial goals,” said Ms. Jones.
“Kay’s reputation in western Wyoming will be a wonderful complement to our unique platform here in the state,” said Mr. Wylie.
Prior to RMB Capital, Ms. Jones worked for Sebring Capital Corporation as founding partner, and at The Staubach Company as Vice President. She was also previously a Principal with a focus on real estate at Morgan Stanley.
She earned her Bachelor of Business Administration in Finance from Texas Christian University.
About First Western Trust
First Western Trust’s mission is to be the best private bank for the Western wealth management client. The integrated wealth management firm, whose primary federal regulators include the FDIC, SEC and Federal Reserve Bank, delivers a complete package of goals-oriented wealth advisory services to clients that have a uniquely Western spirit from its 11 offices in Colorado, Arizona, California, and Wyoming.
Through its proprietary ConnectView relationship service model, First Western delivers tailored solutions, spanning wealth planning, private banking, investment management, trusts and estates, insurance, philanthropic advisory, and retirement services to help meet its clients’ interconnected, and often complex, personal, business, and philanthropic needs. First Western provides direct access to a broad array of subject matter experts through local relationship teams, including the one now based in Jackson.