Senior Philanthropic Trust Advisory Specialist, Vice President Philanthropic Services

Rebecca Olchawa is a senior philanthropic trust advisory specialist with Wells Fargo Bank within the Wealth & Investment Management division. Rebecca serves the following areas in the Central division: New Mexico, Colorado, Utah, Wyoming, Idaho, and Montana. Wells Fargo Bank’s Philanthropic Services helps charitable individuals, families, and nonprofit organizations work toward their unique goals by providing specialized advisory services.

Ms. Olchawa works with individuals and families to define and help achieve their charitable objectives as part of their overall wealth plans. This may include gift and tax planning, multi-generational planning, reviewing estate plans, and the creation and management of donor-advised funds, private foundations, charitable trusts, and other charitable planning strategies. She also works extensively with nonprofit organizations, where she advises in the areas of gift planning, endowment management, board governance, and other management issues. Rebecca collaborates with her clients and their other advisors to leverage their resources to help maximize the impact of their philanthropy.

Prior to joining Wells Fargo Bank, Rebecca worked at the Community First Foundation in Arvada, CO as the Director of Development, where she worked with donor-advised fund holders and provided education on non-cash giving and legacy giving options. She also provided consultation to nonprofits in the areas of endowment building and planned giving. Rebecca has extensive knowledge of the nonprofit community in Colorado due to this work as well as former roles at History Colorado, National Jewish Health, and Denver Museum of Nature & Science. She has worked in the philanthropic space for more than 20 years.

Rebecca earned her Bachelor of Arts from Western Michigan University. She holds the Chartered Advisor in Philanthropy® (CAP®) designation from The American College of Financial Services and is an alumna of the Institute for Leaders in Development at University of Denver.

Rebecca resides in Arvada with her husband, two active sons, and two adorable dogs. She is a novice nature photographer and enjoys hiking and camping in the Colorado mountains.

Lead Private Wealth Portfolio Manager, Vice President
Central Division

JD Borg is a lead private wealth portfolio manager located in the Salt Lake City, Utah Wells Fargo Bank office. Mr. Borg specializes in portfolio management and investment research, providing support and investment ideas for clients and other investment professionals across several states in the Rocky Mountain region.

Prior to joining Wells Fargo Bank, Mr. Borg worked at Goldman Sachs for 3 years, where he was a wealth management operations analyst. He has been in the financial services industry for more than 10 years.
Mr. Borg earned a Bachelor of Science in Finance and Economics from Utah State University. He holds a Chartered Financial Analyst (CFA) designation.

In 2019, Mr. Borg founded and serves as a board member for Kindling Kiribati, a microfinance organization in the island nation of Kiribati teaching business courses and providing micro-loans to women entrepreneurs. He enjoys traveling to unique places in the world, watching the Utah Jazz, and listening and playing music.

Senior Specialty Asset Advisory Specialist
Executive Director
WA, OR, AZ, ID, UT, MT, WY, and CO Markets

Adam Doud is a regional business development leader at Wells Fargo Bank for Real Estate Asset Management, Energy Asset Management, and Closely Held Asset Management. 

In this role, Mr. Doud works directly with clients to enhance their real estate and specialty asset portfolios in order to help achieve their planning and investment goals, while mitigating some of the risk. He also assists clients with real estate acquisitions that fit within their investment strategy.

Mr. Doud’s real estate career includes commercial brokerage, acquisitions, dispositions and asset management experience, including ten years as the head of West Coast Acquisitions for a national real estate advisor to overseas high-net-worth individuals and institutional investors.

During his career, Mr. Doud has completed office, retail, industrial, multi-family and land transactions for properties with a combined value well in excess of $1 billion. Among Mr. Doud’s more notable accomplishments was his leadership of this team in the recapitalization, repositioning, and disposition of a 30 property, portfolio of multi-family assets valued at approximately $500MM.

Mr. Doud has been advising clients on real estate and specialty asset investment strategies for over 26 years.

Mr. Doud received his Bachelor of Arts degree from the University of California San Diego, and his Master of Business Administration in Real Estate Finance from San Diego State University.