David Stern serves as Executive Director of Investment Research at First Western Trust, bringing more than 18 years of experience navigating the complexities of the global investment landscape. With a deep understanding of market dynamics, portfolio construction and long-term asset allocation, David plays a key role in guiding First Western’s investment strategy to support our clients’ unique wealth goals. His thoughtful approach blends rigorous research with a commitment to delivering personalized, forward-thinking solutions.
At First Western, David is focused on helping clients make informed decisions that align with their values, financial objectives and evolving needs. He collaborates closely with our Wealth Management team to ensure each investment plan reflects the sophistication and intentionality our clients expect.
Whether through market insights or strategic oversight, David’s work exemplifies First Western’s commitment to building lasting partnerships and empowering clients throughout their financial journey.
Phone: 303-531-8126 | Email: marketing@myfw.com | Website: myfw.com
