Guaranty Bank and Trust Company has acquired privately held Cherry Hills Investment Advisors, a Greenwood Village-based investment management firm serving the financial planning and investment management needs of individuals and families.
Guaranty Bank and Trust believes that the integration of both Colorado companies will provide unmatched financial services expertise to both individuals and businesses.
Guaranty Bank and Trust CEO Paul Taylor said, "Guaranty Bank and Trust’s comprehensive banking services and Front Range branch network, together with Cherry Hills Investment Advisors’ investment management expertise and high touch service, will enable us to offer an expanded platform to individuals looking for a Colorado-based partner to help them achieve their financial goals."
Upon completion of the takeover, Cherry Hills Investment Advisors will operate as a subsidiary of Guaranty Bank and Trust within its wealth management group.
Furthermore, Susie Johnston, Valerie Antonioli and Kate Scott will continue to serve as principals of Cherry Hills Investment Advisors, while all of its employees will be retained.
Cherry Hills Investment Advisors founder Susie Johnston commented, "By partnering with Guaranty Bank, we are able to focus our efforts exclusively on helping our clients successfully navigate their financial future."