Lou joined First Western Trust in 2003. As Managing Director, he is responsible for overseeing client retention and assisting clients with a broad range of financial services.
Prior to his current role, Lou held many positions within First Western, including president of the Denver office, president of the Cherry Creek office, regional president, chief credit officer, chief risk officer, member of the Executive Committee, and member of the First Western Trust Bank Board of Directors.
Prior to joining First Western Trust, Lou co-founded and served as a managing director of a multi-client family office for families with assets of $10 million to $250 million. There he oversaw asset ownership structuring, wealth transfer planning, asset allocation, charitable planning, and banking negotiation. Lou comes to First Western Trust with 30 years of banking experience, having held executive-level private banking positions with Bank One Colorado, First Interstate Bank of Denver, and the First National Bank of Denver.
Getting to Know Lou
What do you like most about your job?
Helping families navigate sophisticated wealth planning/financial management strategies.
What is your most treasured possession?
A putter that works.
What person, living or deceased, would you most like to meet?
- Bachelor of Arts in Economics from Kenyon College, Ohio
- NMLS ID 1030392
- Denver Zoo, Chairman of the Board of Trustees
- Metro Denver Executives Club, Member
- Historic Denver, Member
- The Colorado Ballet, Member
- East High School Speech and Debate Foundation, Member