Senior Trust Officer
James Montague, senior trust officer in the Denver office, is responsible for overseeing and coordinating activities relative to creating and administering personal and court ordered trusts, delegated trusts, guardianship and conservatorships, charitable trusts, escrow agreements, and other fiduciary relationships. James serves as the point of contact into the Denver legal community, conducts seminars for local officers, and educates colleagues and trust officers within First Western on fiduciary topics and sales acumen.
Prior to joining First Western Trust, James has had over 25 years of experience in the legal field and financial industry. James has proven to be an astute professional and businessman given his experience and outstanding results, making this position a perfect match for James. James was formally recruited to the senior trust officer role by First Western Trust, in October of 2017.
Getting to Know James
What do you like most about what you do?
Making a positive difference in the lives of our clients and my coworkers each and every day. I also like the technical aspects of estate planning. It is intellectually challenging and never routine.
What is your idea of perfect happiness?
Having my family all here in Denver where I can see them regularly. On a more individual level, creating a photograph that generates a reaction from those that see it.
What is your motto?
If we want people to use our products, our products must be usable.
Credentials
- Bachelor of Music from the Chicago Musical College at Roosevelt University.
- Presser Foundation Scholar.
- J.D. from Loyola University Chicago School of Law
- Loyola Consumer Law Reviewer, Loyola Scholar.
Involvement
- Board Member, Gift of Jazz.