Peter Schafer

Background

About Peter Schafer

I am currently a VP Portfolio Manager II with First Western Trust. My responsibilities include: • Developing asset allocation strategies for HNW & UHNW. • Customizing investment portfolios for HNW and UHNW. • Preparing and updating investment policy statements (IPS). • Portfolio trading- rebalancing, tax loss harvesting, reallocation, and distribution management. • Leveraging MVO portfolio optimizer technology (SmartLeaf) • Utilizing Financial planning and estate planning software (MoneyGuidePro) to guide effective client meetings • Serving as the point of contact for investment management clients and work closely with colleagues to build strong relationships. • Ongoing communication and relationship building-meet with clients at least quarterly to review financial plan, investments, market commentary, and tax considerations. • Leading the growth and development of the Profit Center’s investment portfolio along with other bank products. • Individual annual sales goal component in conjunction with the annual office sales goals • Maintaining current knowledge of and comply with all applicable laws and regulations, policies and procedures.