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Brice Williams Cfa

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Brice Williams Cfa

Vice President, Portfolio Manager | First Western Trust

Boulder, Colorado, United States

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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.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Innovation

Organisational experience

Corporate Experience

Brice Williams Cfa

Work Experience

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Vice President, Portfolio Manager at

First Western Trust

April 2017 - Present

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Vice President, Financial Advisor at

Plan Strategies

June 2012 - April 2017

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Vice President at

LT Trust, A Division of American Trust

March 2008 - April 2017

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Senior Registered Representative at

Lincoln Trust

February 2004 - March 2008

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Financial Analyst at

Crestone Capital, LLC

March 2001 - August 2003

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Manager at

Charles Schwab

August 1995 - March 2001

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Brice Williams Cfa

Education

University of Georgia, Bba

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

mail

**************@myfw.com

Colleagues

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Noam Ganel Cfa

Senior Vice President, Portfolio Manager

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Tanaya Carter

Market President

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Robert Cooper

Senior Vice President / Relationship Banker / Commercial Lending

Rich Ball

senior vice president

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Suzanne Johnson

Regional President

Kristin Jacobson

Vice President, Relationship Manager

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Mike Alcott

Vice President - Senior Commercial Lender

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Kyle Vaughn

VP, Relationship Banker II

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Sergio Gomez

VP, Relationship Banker

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