Joseph C.  Zimlich net worth and biography

Joseph Zimlich Biography and Net Worth

Mr. Zimlich has served as the Chief Executive Officer of Bohemian Companies since 1997. Bohemian Companies, a private family financial office, includes the Bohemian Foundation, a family foundation, and Bohemian Asset Management, an investment management company with public equity, fixed income securities and private equity holdings. Mr. Zimlich provides leadership and oversight to the major program areas of the Bohemian Foundation, including its community programs, civic programs, contemporary music programs and global impact programs; steers the investment and management of more than $1.0 billion in financial assets; and directs the development and management of a family portfolio of early stage value investments and global real estate assets, primarily in eastern Europe. Mr. Zimlich has held board of director-level positions in the following industries: technology, semi-conductors, water filtration, trust, private and commercial banking, food service and venture capital funds. He currently serves as a director of the Bohemian Foundation, Ampt, LLC, Indotek Group and Third Way, and is a member of the Colorado Forum. Mr. Zimlich graduated from the University of Iowa with of Bachelor of Business in Accounting. He is also a Certified Public Accountant and a Human Resources Professional. Mr. Zimlich’s qualifications for service as a director include his substantial experience in financial, accounting, governance and human resource matters, as well as his leadership experience developed while serving on numerous boards. He also has an extensive background in investment management and private equity investing.

How do I contact Joseph C. Zimlich?

The corporate mailing address for Mr. Zimlich and other First Western Financial executives is 1900 SIXTEENTH ST #1200, DENVER CO, 80202. First Western Financial can also be reached via phone at (303) 531-8100 and via email at [email protected]. Learn More on Joseph C. Zimlich's contact information.

Has Joseph C. Zimlich been buying or selling shares of First Western Financial?

Joseph C. Zimlich has not been actively trading shares of First Western Financial over the course of the past ninety days. Most recently, Joseph C. Zimlich sold 3,391 shares of the business's stock in a transaction on Monday, November 29th. The shares were sold at an average price of $30.09, for a transaction totalling $102,035.19. Learn More on Joseph C. Zimlich's trading history.

Who are First Western Financial's active insiders?

First Western Financial's insider roster includes Julie Courkamp (CFO), David Duncan (Director), John Sawyer (CIO), Mark Smith (Director), Scott Wylie (CEO), and Joseph Zimlich (Director). Learn More on First Western Financial's active insiders.

Are insiders buying or selling shares of First Western Financial?

During the last twelve months, insiders at the sold shares 3 times. They sold a total of 56,508 shares worth more than $966,988.28. The most recent insider tranaction occured on October, 30th when Director David R Duncan sold 8,600 shares worth more than $163,658.00. Insiders at First Western Financial own 17.9% of the company. Learn More about insider trades at First Western Financial.

Information on this page was last updated on 10/30/2024.

Joseph C. Zimlich Insider Trading History at First Western Financial

Transaction DateBuy/SellNumber of SharesAverage Share PriceTotal TransactionShares Held After TransactionDetails
11/29/2021Sell3,391$30.09$102,035.19View SEC Filing Icon  
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Joseph C. Zimlich Buying and Selling Activity at First Western Financial

This chart shows Joseph C Zimlich's buying and selling at First Western Financial by year and by quarter.

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First Western Financial Company Overview

First Western Financial logo
First Western Financial, Inc., a financial holding company, provides wealth advisory, private baking, personal trust, investment management, mortgage lending, and institutional asset management services. The company operates through two segments: Wealth Management and Mortgage. The Wealth Management segment provides deposit, loan, life insurance, and trust and investment management advisory products and services. The Mortgage segment engages in soliciting, originating, and selling mortgage loans into the secondary market. It serves entrepreneurs, professionals, high net worth individuals or families, and business and philanthropic organizations. First Western Financial, Inc. was incorporated in 2002 and is headquartered in Denver, Colorado.
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Today's Range

Now: $20.77
Low: $20.74
High: $21.05

50 Day Range

MA: $20.07
Low: $18.65
High: $21.66

2 Week Range

Now: $20.77
Low: $12.84
High: $21.87

Volume

9,508 shs

Average Volume

25,692 shs

Market Capitalization

$200.64 million

P/E Ratio

33.50

Dividend Yield

N/A

Beta

0.62