Kay is chairman in our Jackson Hole, Wyoming office. In this role, Kay is responsible for growing and maintaining client relationships in the areas of wealth planning, investment management, private banking, and trust and estate planning across the state.
Kay brings over 28 years of investment management experience to First Western Trust. She was most recently employed by RMB Capital Management in Chicago as Senior Wealth Advisor and Vice President managing the Jackson office. Prior to RMB, Kay was Founder and Chairman of Sebring Capital Corporation, a national financial services company founded in partnership with the Staubach Company. She was also a Senior Vice President of The Staubach Company and Wolverine Equities. Prior to the Staubach Company, Kay was a Managing Director of Morgan Stanley’s Investment Banking Group in New York.
Credentials
- Bachelor of Business Administration in Finance from Texas Christian University
- NMLS ID 1571005