Pate attended the University of Colorado, where he majored in economics before moving on to the University of Denver for his MBA. After school, he hoped to remain in the Denver area for its active and vibrant culture and was excited to join First Western Trust.
Pate’s days revolve around his clients’ schedules. He spends his time consulting via telephone or meeting face-to-face to discuss an appropriate path for achieving an individual’s long-term needs and goals with minimal risk. Pate also follows the trading floor to ensure his advice is always up-to-date with industry trends.