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First Western Capital Management

First Western Capital Management (FWCM) is an SEC-registered investment advisor and a wholly owned subsidiary of First Western Financial, Inc. Throughout our history, we have consistently sought to provideĀ our diverse clientele with customized solutions to enable them to reach their investment goals. Providing access to our entire investment team and transparency to our process, we continually strive to deliver portfolios with above-market returns and below-market risk.

Our Strategies

First Western Capital Management has well-developed expertise in fixed income, total return, and opportunistic strategies, each of which is available as a stand-alone strategy. Our methodology combines top-down and bottom-up analysis to determine sectors and securities that we believe offer the most attractive risk-adjusted returns over complete market cycles. With personalized service, we create innovative and customized solutions for our clientele. By understanding your needs, we can assist you in developing the appropriate asset mix to help you meet your objectives.

  • Core Fixed Income
  • Short Duration Investment Grade
  • Government Credit
  • National Tax Exempt
  • High Yield Fixed Income
  • Unconstrained Fixed Income
  • Income Equity
  • Equity Growth
  • Full Faith & Credit
  • Short Duration Municipal
  • Corporate Bond

Our People

Capital Management Team

View our Capital Management Team

Our Team

  • John E. Sawyer, CFA
  • Barry Julien, CFA
  • Karen Post, CFA
  • Brandon Humphryes, CFA
  • Ashish Shaw
  • Vick Khoboyan
  • Marcin Zdunek
      painting of mountain

Investment Research Team

View our Investment Research Team

Our Team

  • David Stern
  • Brandon Teamer
  • Emma Griffey

Operations & Trading Team

View our Operations & Trading Team

Our Team

  • Chris Pixler
  • Charlie Kirschner
  • Bob Timble
  • Dan Bringle
  • Colleen Craven
  • Kiefer Chapman
  • Carrie Soto
Painting of toast nailed to wall

Capital Management Team

Our Team

  • John E. Sawyer, CFA
  • Barry Julien, CFA
  • Karen Post, CFA
  • Brandon Humphryes, CFA
  • Ashish Shaw
  • Vick Khoboyan
  • Marcin Zdunek

Investment Research Team

Our Team

  • David Stern
  • Brandon Teamer
  • Emma Griffey

Operations & Trading Team

Our Team

  • Chris Pixler
  • Charlie Kirschner
  • Bob Timble
  • Dan Bringle
  • Colleen Craven
  • Kiefer Chapman
  • Carrie Soto

Inquiries

If you would like to learn more about our services and to see if we can help you reach your investment goals, please do not hesitate to reach out to us or fill out the form below to speak with one of our team members.