Stephanie O'hearn
About Stephanie O'hearn
Stephanie O'hearn serves as an Associate Relationship Manager in Investment Management at First Western Trust, where she has worked for over a decade. She specializes in delivering customized financial solutions for clients in Western wealth management.
Work at First Western Trust
Stephanie O'hearn has served as an Associate Relationship Manager in Investment Management at First Western Trust since 2012. In this role, she focuses on delivering tailored financial solutions to clients in the Western wealth management sector. Her position is integral to a firm that manages over $4 billion in affiliated assets under management or advice. O'hearn's work involves collaborating with a team that provides a range of services, including wealth planning, private banking, and philanthropic services.
Education and Expertise
Stephanie O'hearn holds a Bachelor of Arts degree in Psychology from the University of Wyoming. Prior to this, she completed an Associate degree in Psychology at Casper College. Her educational background supports her expertise in understanding client needs and developing customized financial strategies. With over a decade of experience in investment management, O'hearn has developed a strong skill set in providing financial solutions tailored to the specific requirements of her clients.
Background
Stephanie O'hearn has a professional background in investment management, accumulating over ten years of experience at First Western Trust. Her role as Associate Relationship Manager allows her to leverage her educational background in Psychology to better understand and serve her clients. O'hearn operates in Denver, Colorado, where she contributes to a firm known for its combination of institutional quality investment management and comprehensive financial services.
Achievements
Throughout her tenure at First Western Trust, Stephanie O'hearn has been part of a team that successfully provides a variety of financial services, including wealth planning, private banking, and philanthropic services. Her contributions have been essential in managing a significant portfolio of assets and ensuring that clients receive tailored financial solutions that meet their unique needs.