Greg Rosenblum – JD, CTFA, CFIRS, will fill the role of vice president and wealth management officer with Alpine Bank Wealth Management. A Colorado native who has deep professional experience in multiple facets of the wealth management business, Greg earned the rigorous Certified Trust and Fiduciary Advisor and Certified Fiduciary and Investment Risk Specialist designations. He has a law degree from Loyola Marymount University Law School in Los Angeles, and a bachelor’s degree from UCLA.
“Greg brings a wealth of knowledge and expertise to Alpine Bank Wealth Management. His educational background, including his juris doctor degree and CTFA and CFIRS credentials, along with his experience — which include working as both a trust officer and a compliance officer — make him uniquely positioned to help us grow and be successful well into the future,” says manager and senior vice president Darla Daniel. “Plus, we’re very excited to have another Denver native working on our Front Range team!”
Greg managed a Denver family office for many years, and has worked as a trust officer managing accounts for numerous banks in cities across the U.S.
Greg also brings significant experience on the compliance and risk management side of the business, having worked as an Asset Management Bank Examiner for the Office of the Comptroller of the Currency, a division of the U.S. Department of the Treasury. In addition, he has worked in compliance risk management consulting to bank wealth management business lines, and as a compliance manager for wealth management business lines in banks and trust companies.
“I’m excited to be working for Alpine Bank in the wealth management division with its enduring focus on outstanding client service, coupled with a keen focus on risk management,” says Greg.
Alpine Bank Wealth Management has $1.2 billion in assets under management. Its services include investment management, trust management, custodial services, financial lifestyle management, estate management, individual retirement accounts, employee benefit accounts, endowment management for charitable institutions and tax management and reporting.
| FIND A SURCHARGE-FREE ATM! | |
|
|
|
|
|