Portfolio Manager | Cherry Creek
As a portfolio manager within the investment research department at First Western, Erin works with high-net worth individuals and families to help them reach their short and long-term financial objectives by creating realistic and meaningful financial plans. She works closely with the investment research department to effectively and efficiently manage client portfolios. Erin joined First Western Trust in 2013 in our downtown office prior to joining our Cherry Creek team in 2016.
Erin began her financial services career in 2005. She started her career working for John Hancock Financial after graduating from University of Colorado with her degree in Financial Management. After six years in Boston, she moved back to her home state of Colorado and joined Monticello Associates as a performance analyst.
Erin is a former member of the Advisory Board for Youth Enrichment Services in Boston and Epic Experience in Denver. She has completed 14 half marathons, often times while raising funds for deserving organizations. Erin loves to travel and her favorite way to explore a new place is by running through it.
Credentials
- Master of Business Administration from Regis University
- Bachelor of Arts from University of Colorado, Denver
- CERTIFIED FINANCIAL PLANNER (CFP®)