We are excited to announce Tait Johnson has joined Parkside Financial Bank & Trust as a Trust & Family Office (“TFO”) Advisor in the Denver office. Leveraging over 16 years of expertise in wealth management, Tait is poised to enhance the bank's commitment to delivering tailored financial solutions to high-net-worth individuals and families.
“Tait is a welcome addition to our Denver team and an invaluable asset because of his outstanding teamwork and ability to drive revenue growth by attracting new clients to the bank,” said Dawn Bitton, Leader of Parkside Denver’s Trust & Family Office division. “His dedication to his clients' well-being and genuine care for their families set him apart in the industry.”
Prior to joining Parkside, Tait was Vice President and Head of Office for the Personal Financial Management group of Goldman Sachs. In his new role, Tait's primary focus will be on building and nurturing relationships with clients, ensuring they receive comprehensive and personalized wealth management solutions.
Tait's responsibilities include structuring and implementing custom investment portfolios that align with individual client objectives, risk preferences, and financial circumstances. His strategic approach involves understanding each client's unique financial aspirations and needs, enabling him to serve as a trusted advisor throughout their financial journey. Tait will also play a pivotal role in coordinating tax and estate planning in partnership with clients' accountants and attorneys.
"I am excited to join the team at Parkside Bank & Trust and bring my years of experience to support the bank's mission of providing top-tier wealth management services," said Tait. "I look forward to collaborating with clients, understanding their unique goals, and helping them achieve lasting financial security."
With Tait's addition to the team, Parkside Bank & Trust continues to strengthen its position as a premier provider of wealth management services in the Denver area.
Tait earned his bachelor’s degree in actuarial science and insurance from Drake University. In 2009, he received his Chartered Financial Analyst® designation. Outside of his role at Parkside, Tait enjoys working with kids through sports and camps. He is a volunteer counselor at Roundup River Ranch and an active supporter of Vail Valley Foundation.
Parkside Financial Bank & Trust is a privately held institution with a uniquely fresh perspective on banking, commercial lending, trust, and family office services–one focused on creating unparalleled simplicity in today’s increasingly complex financial environment.