Vice President | Senior Portfolio Manager | Boulder
Brice, vice president and senior portfolio manager at First Western Trust, Boulder is responsible for the design, construction, and monitoring of customized client portfolios and assisting in the management of client relationships. Brice uses his experience and knowledge to construct diversified portfolios to help clients achieve their financial goals.
Prior to joining First Western, Brice was a vice president at LT Trust Company, where during his tenure he ran their affiliated investment advisory firm and an affiliated securities broker-dealer. He also served as the Chief Compliance Officer for both firms. His professional experience also includes financial analysis and portfolio design at Crestone Capital Advisors and working with individual investors as a registered representative and team manager at Charles Schwab & Co. Brice is a member of the Denver Society of Security Analysts and the CFA Institute.
Getting to Know Brice
What do you like most about your job?
What I like most about my job is the variety of what I do, my colleagues, and the work environment.
What person, living or deceased, would you most like to meet?
Thomas Jefferson
What is your idea of perfect happiness?
Spending time in the mountains with my family and friends.
Credentials
• Bachelor of Business Administration in International Business from the University of Georgia
• Chartered Financial Analyst, CFA
Involvement
• Member, The Access Fund
• Member, The American Alpine Club
• Volunteer, Habitat for Humanity