Wade A. Balliet

Chief Investment Officer

Wade Balliet 

Wade Balliet brings over 20 years of experience in the investment industry to the complexities of managing investment and trust accounts for organizations, endowments, and high-net-worth individuals and their families.

Before joining Bank of the West, Wade was Investment Officer for First International Bank & Trust, where he developed and implemented the portfolio strategy for the Trust division.

Wade holds a Chartered Financial Analyst (CFA) designation, and is a member of the Colorado CFA Society. He earned his bachelor’s degree in financial management from the University of North Dakota.

As Senior Vice President and Chief Investment Advisor for the Bank of the West Wealth Management Group, Wade oversees the Global Investment Management organization and team of investment professionals.

He is a member of the International Asset Allocation Committee and the BNP Paribas Equity Committee, where he represents U.S. perspectives and tactical investment insights. Wade also co-manages the Core Large Capitalization portfolio for the Wealth Management Group.

He chairs the Investment Strategy & Advisory team that sets global investment strategy for client portfolios, as well as the Asset Management Policy Committee that implements all Trust Services Asset Management Policies and Procedures.

wade.balliet@bankofthewest.com

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