Stock MYFW FIRST WESTERN FINANCIAL, INC.
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Company First Western Financial, Inc.

Equities

MYFW

US33751L1052

Banks

Delayed Nasdaq
Other stock markets
 01:25:53 2024-04-24 pm EDT 		5-day change 1st Jan Change
16.32 USD -0.64% Intraday chart for First Western Financial, Inc. +19.52% -17.73%
Apr. 19 Transcript : First Western Financial, Inc., Q1 2024 Earnings Call, Apr 19, 2024
Apr. 18 Earnings Flash (MYFW) FIRST WESTERN FINANCIAL Posts Q1 Revenue $23.5M, vs. Street Est of $23M MT

Business Summary

First Western Financial, Inc. is a financial service holding company with operations in Colorado, Arizona, Wyoming, California, and Montana. The Company and its subsidiaries provide a fully integrated suite of wealth management services on a private trust bank platform. The Company offers its services through a branded network of boutique private trust bank offices, loan production offices and trust offices. The Company operates through two segments: Wealth Management and Mortgage. Its Wealth Management segment consists of operations relating to the Company’s fully integrated wealth management products and services. Services provided include deposit, loan, insurance, and trust and investment management advisory products and services. Its Mortgage segment consists of operations relating to the Company’s residential mortgage service offerings. Services provided by its mortgage segment include soliciting, originating, and selling mortgage loans on the secondary market.

Number of employees: 310

Sales per Business

USD in Million2022Weight2023Weight Delta
Wealth Management
95.6 %
103 95.1 % 79 95.6 % -22.93%
Mortgage
4.4 %
5 4.9 % 4 4.4 % -32.00%

Sales per region

USD in Million2022Weight2023Weight Delta
United States
100.0 %
108 100.0 % 83 100.0 % -23.38%

Managers

Managers TitleAgeSince
Scott Wylie CEO
 Chief Executive Officer 66 01-12-31
David Weber DFI
 Director of Finance/CFO 37 18-02-28
Julie Courkamp COO
 Chief Operating Officer 44 05-12-31
John Sawyer CIO
 Chief Investment Officer 55 -
Jesica Montgomery AUD
 Comptroller/Controller/Auditor 48 19-12-31
Matthew Cassell PRN
 Corporate Officer/Principal - -
Timothy Morphy
- -

Members of the board

Members of the board TitleAgeSince
Joseph Zimlich BRD
 Director/Board Member 64 03-12-31
Eric Sipf BRD
 Director/Board Member 75 02-12-31
Julie Caponi BRD
 Director/Board Member 62 16-12-31
Scott Wylie CEO
 Chief Executive Officer 66 01-12-31
Patrick Hamill BRD
 Director/Board Member 64 03-12-31
Luke Latimer BRD
 Director/Board Member 47 15-06-30
David Duncan BRD
 Director/Board Member 58 10-12-31
Julie Courkamp COO
 Chief Operating Officer 44 05-12-31
Thomas Gart BRD
 Director/Board Member 65 12-12-31
Mark Smith BRD
 Director/Board Member 72 01-12-31

Share class

VoteQuantityFree-FloatCompany-owned sharesTotal Float
Stock A 1 9,621,309 7,992,507 ( 83.07 %) 0 83.07 %

Shareholders

NameEquities%Valuation
The Banc Funds Co LLC
7.931 %
758,386 7.931 % 11 M $
Scott Wylie
7.838 %
749,480 7.838 % 11 M $
BlackRock Advisors LLC
5.333 %
509,905 5.333 % 7 M $
North Reef Capital Management LP
4.638 %
443,491 4.638 % 6 M $
FJ Capital Management LLC
3.862 %
369,263 3.862 % 5 M $
Vanguard Fiduciary Trust Co.
3.816 %
364,898 3.816 % 5 M $
Wasatch Advisors, Inc.
3.807 %
363,990 3.807 % 5 M $
AllianceBernstein LP
3.501 %
334,735 3.501 % 5 M $
Kennedy Capital Management LLC
3.167 %
302,798 3.167 % 4 M $
Punch & Associates Investment Management, Inc.
2.796 %
267,370 2.796 % 4 M $

Company contact information

First Western Financial, Inc.

1900 16th Street Suite 1200

80202, Denver

+303 531 8100

http://www.myfw.com
address First Western Financial, Inc.(MYFW)

Group companies

NameCategory and Sector

Sector

Financials
Banking & Investment Services
Banking Services
Banks
Other Banks

Sales per Business

Ratings for First Western Financial, Inc.

Trading Rating
Investor Rating
ESG Refinitiv
C
More Ratings

Analysts' Consensus

Sell
Consensus
Buy
Mean consensus
OUTPERFORM
Number of Analysts
3
Last Close Price
16.42 USD
Average target price
20 USD
Spread / Average Target
+21.80%
Consensus

EPS Revisions

Estimates Revisions

Quarterly earnings - Rate of surprise

Company calendar

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