Directory
>
Brice Williams Cfa
Brice Williams Cfa
Vice President, Portfolio Manager | First Western Trust
Boulder, Colorado, United States
Brice Williams Cfa
Summary
Brice Williams is an accomplished finance professional with over two decades of experience in portfolio management and compliance. Currently serving as Vice President and Portfolio Manager at First Western Trust, he specializes in managing high net worth portfolios and fostering client relationships. A CFA Charterholder, Brice has held various leadership roles and possesses extensive expertise in broker-dealer compliance, financial analysis, and risk management. His career spans multiple reputable firms, including Charles Schwab and Lincoln Trust, where he honed his skills in trading and regulatory compliance. Brice's educational background includes a BBA in International Business from the University of Georgia. He is known for his strategic thinking and commitment to process improvement in financial services. Outside of work, Brice is passionate about mentoring emerging finance professionals and exploring innovative investment strategies.
Brice Williams Cfa
Work Experience
Vice President, Portfolio Manager at
First Western Trust
April 2017 - Present
Vice President, Financial Advisor at
Plan Strategies
June 2012 - April 2017
Vice President at
LT Trust, A Division of American Trust
March 2008 - April 2017
Senior Registered Representative at
Lincoln Trust
February 2004 - March 2008
Financial Analyst at
Crestone Capital, LLC
March 2001 - August 2003
Manager at
Charles Schwab
August 1995 - March 2001
Brice Williams Cfa
Education
January 1990 - January 1995
Frequently Asked Questions about Brice Williams Cfa
What is Brice Williams Cfa email address?
Brice Williams Cfa's primary email address is **************@myfw.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Brice Williams Cfa work for?
Brice Williams Cfa is a Vice President, Portfolio Manager at First Western Trust, a company specializing in Functions related to depository banking.
Where Brice Williams Cfa graduated from?
Brice Williams Cfa holds a degree in International Business from University of Georgia.
How can I directly contact Brice Williams Cfa?
To contact Brice Williams Cfa directly, you can use the email address **************@myfw.com. Complete contact information is available upon registration with Muraena.
Who is Brice Williams Cfa?
Brice Williams is an accomplished finance professional with over two decades of experience in portfolio management and compliance. Currently serving as Vice President and Portfolio Manager at First Western Trust, he specializes in managing high net worth portfolios and fostering client relationships. A CFA Charterholder, Brice has held various leadership roles and possesses extensive expertise in broker-dealer compliance, financial analysis, and risk management. His career spans multiple reputable firms, including Charles Schwab and Lincoln Trust, where he honed his skills in trading and regulatory compliance. Brice's educational background includes a BBA in International Business from the University of Georgia. He is known for his strategic thinking and commitment to process improvement in financial services. Outside of work, Brice is passionate about mentoring emerging finance professionals and exploring innovative investment strategies.
Brice`s contact details
**************@myfw.com
Colleagues
Senior Vice President, Portfolio Manager
Market President
President
Senior Vice President / Relationship Banker / Commercial Lending
senior vice president
Regional President
Vice President, Relationship Manager
Vice President - Senior Commercial Lender
VP, Relationship Banker II
VP, Relationship Banker