# First Western Financial Inc > Alpha governed public record. Unknown, unavailable, and unpublished values are never inferred as zero. ## Record | Field | Value | | --- | --- | | Representation | alpha-profile-markdown-v4 | | Protocol | Alpha Governance Facts Protocol 0.1 | | Schema | alpha.governance.entity.public.v1 | | Record version | public-1:ro-d751713988987e9331980363e24189ce | | Governance record representation | alpha-governance-record-v2 | | Canonical entity | alpha:company:093bb952-447a-44c3-b9d8-eb9b2caeb0fe | | Entity type | Company | | Canonical URL | https://registry.alpha.ac/companies/first-western-financial-inc | | Publication | PUBLISHED | | Verification | source_reported | | Verification schema | alpha-verification-states-v1 | | Ownership | unclaimed | | Published claims | 35 | | Claims under review | 1 | | Evidence records | 11 | | Conflicts | 0 | | Conflicts in internal review | 0 | | Observed | 2026-10-16T13:52:46.314178+00:00 | | Last reviewed | 2026-10-16T13:52:46.314178+00:00 | ## Identity - Legal name: First Western Financial Inc - Display name: First Western Financial Inc ## Alpha Governance Record | Field | Value | | --- | --- | | Governance Record schema | alpha-governance-record-v2 | | Ontology | alpha-governance-ontology-v1 | | Record version | public-1:ro-d751713988987e9331980363e24189ce | | As of | 2026-10-16T13:52:46.314178+00:00 | | Completeness | 0.409 | | Record Quality | 0.846 | | Directors | 10 | | Committees | 7 | | Governance events | 28 | | Entity class | public_company | ## Section coverage | Section | State | | --- | --- | | identity | PUBLISHED | | corporate_structure | NOT_REVIEWED | | board | PUBLISHED | | committees | PUBLISHED | | leadership | PUBLISHED | | ownership | NOT_REVIEWED | | financials | NOT_REVIEWED | | capital_structure | PUBLISHED | | compensation | NOT_REVIEWED | | governance | NOT_REVIEWED | | shareholder_governance | NOT_REVIEWED | | audit | NOT_REVIEWED | | legal | NOT_REVIEWED | | risk | NOT_REVIEWED | | cyber | NOT_REVIEWED | | ai_governance | NOT_REVIEWED | | agent_governance | RESTRICTED | | markets_external | NOT_REVIEWED | | events | PUBLISHED | | relationships | PUBLISHED | | assessments | PUBLISHED | | evidence | PUBLISHED | ## Board - David R. Duncan: Director. Status: current. Independent: true. Since: 2011-01-01. Committees: Compensation (member). claim_id=alpha:claim:company:093bb952-447a-44c3-b9d8-eb9b2caeb0fe:leadership_role:5 - Ellen S. Robinson: Director. Status: current. Independent: true. Since: 2024-01-01. Committees: Audit (member). claim_id=alpha:claim:company:093bb952-447a-44c3-b9d8-eb9b2caeb0fe:leadership_role:6 - Joseph C. Zimlich: Director. Status: current. Independent: true. Since: 2004-01-01. Committees: Nominating and Governance (chair); Nominating and Governance · Chair (member). claim_id=alpha:claim:company:093bb952-447a-44c3-b9d8-eb9b2caeb0fe:leadership_role:7 - Julie A. Caponi: Director. Status: current. Independent: true. Since: 2017-01-01. Committees: Audit (chair); Audit · Chair; Compensation (member); Compensation (member). claim_id=alpha:claim:company:093bb952-447a-44c3-b9d8-eb9b2caeb0fe:leadership_role:8 - Julie A. Courkamp: Director. Status: current. Independent: false. Since: 2021-01-01. claim_id=alpha:claim:company:093bb952-447a-44c3-b9d8-eb9b2caeb0fe:leadership_role:9 - Luke A. Latimer: Director. Status: current. Independent: true. Since: 2015-01-01. Committees: Audit (member); Audit; Nominating and Governance (member); Nominating and Governance (member). claim_id=alpha:claim:company:093bb952-447a-44c3-b9d8-eb9b2caeb0fe:leadership_role:10 - Mark L. Smith: Director. Status: current. Independent: true. Since: 2002-01-01. Committees: Nominating and Governance (member). claim_id=alpha:claim:company:093bb952-447a-44c3-b9d8-eb9b2caeb0fe:leadership_role:11 - Patrick H. Hamill: Director. Status: current. Independent: true. Since: 2004-01-01. Committees: Compensation (chair); Compensation · Chair (member). claim_id=alpha:claim:company:093bb952-447a-44c3-b9d8-eb9b2caeb0fe:leadership_role:12 - Scott C. Mitchell: Director. Status: current. Independent: true. Since: 2021-01-01. Committees: Nominating and Governance (member). claim_id=alpha:claim:company:093bb952-447a-44c3-b9d8-eb9b2caeb0fe:leadership_role:13 - Scott C. Wylie: Director. Status: current. Independent: false. Since: 2002-01-01. claim_id=alpha:claim:company:093bb952-447a-44c3-b9d8-eb9b2caeb0fe:leadership_role:14 ## Committees - Audit (audit). Chair: Julie A. Caponi. Members: Julie A. Caponi (chair, current); Ellen S. Robinson (member, current); Luke A. Latimer (member, current). committee_id=alpha:committee:first-western-financial-inc:audit - Audit · Chair; Compensation (audit). Chair: NOT_PUBLISHED. Members: Julie A. Caponi (member, current). committee_id=alpha:committee:first-western-financial-inc:audit-chair-compensation - Audit; Nominating and Governance (audit). Chair: NOT_PUBLISHED. Members: Luke A. Latimer (member, current). committee_id=alpha:committee:first-western-financial-inc:audit-nominating-and-governance - Compensation (compensation). Chair: Patrick H. Hamill. Members: Patrick H. Hamill (chair, current); David R. Duncan (member, current); Julie A. Caponi (member, current). committee_id=alpha:committee:first-western-financial-inc:compensation - Compensation · Chair (compensation). Chair: NOT_PUBLISHED. Members: Patrick H. Hamill (member, current). committee_id=alpha:committee:first-western-financial-inc:compensation-chair - Nominating and Governance (nominating_governance). Chair: Joseph C. Zimlich. Members: Joseph C. Zimlich (chair, current); Luke A. Latimer (member, current); Mark L. Smith (member, current); Scott C. Mitchell (member, current). committee_id=alpha:committee:first-western-financial-inc:nominating-and-governance - Nominating and Governance · Chair (nominating_governance). Chair: NOT_PUBLISHED. Members: Joseph C. Zimlich (member, current). committee_id=alpha:committee:first-western-financial-inc:nominating-and-governance-chair ## Executive leadership - David R. Duncan: Named Executive Officer. Status: current. claim_id=alpha:claim:company:093bb952-447a-44c3-b9d8-eb9b2caeb0fe:leadership_role:15 - Joseph C. Zimlich: Named Executive Officer. Status: current. claim_id=alpha:claim:company:093bb952-447a-44c3-b9d8-eb9b2caeb0fe:leadership_role:16 - Julie A. Courkamp: Named Executive Officer. Status: current. claim_id=alpha:claim:company:093bb952-447a-44c3-b9d8-eb9b2caeb0fe:leadership_role:17 - Mark L. Smith: Named Executive Officer. Status: current. claim_id=alpha:claim:company:093bb952-447a-44c3-b9d8-eb9b2caeb0fe:leadership_role:18 - Matthew Cassell: Named Executive Officer. Status: current. claim_id=alpha:claim:company:093bb952-447a-44c3-b9d8-eb9b2caeb0fe:leadership_role:19 - Patrick H. Hamill: Named Executive Officer. Status: current. claim_id=alpha:claim:company:093bb952-447a-44c3-b9d8-eb9b2caeb0fe:leadership_role:20 - Scott C. Mitchell: Named Executive Officer. Status: current. claim_id=alpha:claim:company:093bb952-447a-44c3-b9d8-eb9b2caeb0fe:leadership_role:21 - Scott C. Wylie: Chairman, Chief Executive Officer, and President [CEO]. Status: current. claim_id=alpha:claim:company:093bb952-447a-44c3-b9d8-eb9b2caeb0fe:leadership_role:22 ## Governance events - EXECUTIVE_APPOINTED: David R. Duncan executive of First Western Financial Inc, effective 2026-04-24. Effective: 2026-04-24. Detected: 2026-10-16T13:52:46.314178+00:00. event_id=alpha:event:transition:pyy4seemw11u - EXECUTIVE_APPOINTED: Joseph C. Zimlich executive of First Western Financial Inc, effective 2026-04-24. Effective: 2026-04-24. Detected: 2026-10-16T13:52:46.314178+00:00. event_id=alpha:event:transition:1gi856z1do6cw5 - EXECUTIVE_APPOINTED: Julie A. Courkamp executive of First Western Financial Inc, effective 2026-04-24. Effective: 2026-04-24. Detected: 2026-10-16T13:52:46.314178+00:00. event_id=alpha:event:transition:13hxrgyia5604 - EXECUTIVE_APPOINTED: Mark L. Smith executive of First Western Financial Inc, effective 2026-04-24. Effective: 2026-04-24. Detected: 2026-10-16T13:52:46.314178+00:00. event_id=alpha:event:transition:tcayxfa6wxhh - EXECUTIVE_APPOINTED: Matthew Cassell executive of First Western Financial Inc, effective 2026-04-24. Effective: 2026-04-24. Detected: 2026-10-16T13:52:46.314178+00:00. event_id=alpha:event:transition:ub2rir9eypiz - EXECUTIVE_APPOINTED: Patrick H. Hamill executive of First Western Financial Inc, effective 2026-04-24. Effective: 2026-04-24. Detected: 2026-10-16T13:52:46.314178+00:00. event_id=alpha:event:transition:148oaer1jo940v - EXECUTIVE_APPOINTED: Scott C. Mitchell executive of First Western Financial Inc, effective 2026-04-24. Effective: 2026-04-24. Detected: 2026-10-16T13:52:46.314178+00:00. event_id=alpha:event:transition:1i2y7rx179vfnb - CEO_CHANGED: Scott C. Wylie executive of First Western Financial Inc, effective 2026-04-24. Effective: 2026-04-24. Detected: 2026-10-16T13:52:46.314178+00:00. event_id=alpha:event:transition:1m1md4qlv6do2 - DIRECTOR_APPOINTED: Ellen S. Robinson seat on First Western Financial Inc, effective 2024-01-01. Effective: 2024-01-01. Detected: 2026-10-16T13:52:46.314178+00:00. event_id=alpha:event:transition:y4wf5n1m0zefd - COMMITTEE_MEMBER_ADDED: Ellen S. Robinson member of Audit, effective 2024-01-01. Effective: 2024-01-01. Detected: 2026-10-16T13:52:46.314178+00:00. event_id=alpha:event:transition:bychah1lej9h3 - DIRECTOR_APPOINTED: Julie A. Courkamp seat on First Western Financial Inc, effective 2021-01-01. Effective: 2021-01-01. Detected: 2026-10-16T13:52:46.314178+00:00. event_id=alpha:event:transition:10uv28j16bwnpj - DIRECTOR_APPOINTED: Scott C. Mitchell seat on First Western Financial Inc, effective 2021-01-01. Effective: 2021-01-01. Detected: 2026-10-16T13:52:46.314178+00:00. event_id=alpha:event:transition:1whthf6dfl5ww - DIRECTOR_APPOINTED: Julie A. Caponi seat on First Western Financial Inc, effective 2017-01-01. Effective: 2017-01-01. Detected: 2026-10-16T13:52:46.314178+00:00. event_id=alpha:event:transition:dwxen31mno25n - COMMITTEE_CREATED: Audit · Chair; Compensation committee of First Western Financial Inc, effective 2017-01-01. Effective: 2017-01-01. Detected: 2026-10-16T13:52:46.314178+00:00. event_id=alpha:event:transition:1phnexbmi591n - COMMITTEE_MEMBER_ADDED: Julie A. Caponi member of Audit · Chair; Compensation, effective 2017-01-01. Effective: 2017-01-01. Detected: 2026-10-16T13:52:46.314178+00:00. event_id=alpha:event:transition:lca8s0gszwdk - DIRECTOR_APPOINTED: Luke A. Latimer seat on First Western Financial Inc, effective 2015-01-01. Effective: 2015-01-01. Detected: 2026-10-16T13:52:46.314178+00:00. event_id=alpha:event:transition:1bzx4cm1o88z44 - COMMITTEE_CREATED: Audit; Nominating and Governance committee of First Western Financial Inc, effective 2015-01-01. Effective: 2015-01-01. Detected: 2026-10-16T13:52:46.314178+00:00. event_id=alpha:event:transition:byzgsa1pqizus - COMMITTEE_MEMBER_ADDED: Luke A. Latimer member of Audit; Nominating and Governance, effective 2015-01-01. Effective: 2015-01-01. Detected: 2026-10-16T13:52:46.314178+00:00. event_id=alpha:event:transition:gc0rj27f5zpw - DIRECTOR_APPOINTED: David R. Duncan seat on First Western Financial Inc, effective 2011-01-01. Effective: 2011-01-01. Detected: 2026-10-16T13:52:46.314178+00:00. event_id=alpha:event:transition:jv68ue16irq4k - COMMITTEE_MEMBER_ADDED: David R. Duncan member of Compensation, effective 2011-01-01. Effective: 2011-01-01. Detected: 2026-10-16T13:52:46.314178+00:00. event_id=alpha:event:transition:1l5rcmg14jhb5k - DIRECTOR_APPOINTED: Joseph C. Zimlich seat on First Western Financial Inc, effective 2004-01-01. Effective: 2004-01-01. Detected: 2026-10-16T13:52:46.314178+00:00. event_id=alpha:event:transition:fuw82a1tm9eee - DIRECTOR_APPOINTED: Patrick H. Hamill seat on First Western Financial Inc, effective 2004-01-01. Effective: 2004-01-01. Detected: 2026-10-16T13:52:46.314178+00:00. event_id=alpha:event:transition:17co7v21badr2a - COMMITTEE_CREATED: Compensation · Chair committee of First Western Financial Inc, effective 2004-01-01. Effective: 2004-01-01. Detected: 2026-10-16T13:52:46.314178+00:00. event_id=alpha:event:transition:ia4m5w1lz0omm - COMMITTEE_MEMBER_ADDED: Patrick H. Hamill member of Compensation · Chair, effective 2004-01-01. Effective: 2004-01-01. Detected: 2026-10-16T13:52:46.314178+00:00. event_id=alpha:event:transition:19cuxah1hj9wq9 - COMMITTEE_CREATED: Nominating and Governance · Chair committee of First Western Financial Inc, effective 2004-01-01. Effective: 2004-01-01. Detected: 2026-10-16T13:52:46.314178+00:00. event_id=alpha:event:transition:1so4dg658z69i - COMMITTEE_MEMBER_ADDED: Joseph C. Zimlich member of Nominating and Governance · Chair, effective 2004-01-01. Effective: 2004-01-01. Detected: 2026-10-16T13:52:46.314178+00:00. event_id=alpha:event:transition:1xkotgmm0i6pm - DIRECTOR_APPOINTED: Mark L. Smith seat on First Western Financial Inc, effective 2002-01-01. Effective: 2002-01-01. Detected: 2026-10-16T13:52:46.314178+00:00. event_id=alpha:event:transition:1ykom0hgdwmqz - DIRECTOR_APPOINTED: Scott C. Wylie seat on First Western Financial Inc, effective 2002-01-01. Effective: 2002-01-01. Detected: 2026-10-16T13:52:46.314178+00:00. event_id=alpha:event:transition:17t18zods4jrq ## Scoped resources - `alpha://company/first-western-financial-inc` (contract): https://registry.alpha.ac/api/public/companies/first-western-financial-inc?format=record - `alpha://company/first-western-financial-inc/identity` (contract): https://registry.alpha.ac/api/public/companies/first-western-financial-inc?format=record§ion=identity - `alpha://company/first-western-financial-inc/corporate-structure` (contract): https://registry.alpha.ac/api/public/companies/first-western-financial-inc?format=record§ion=corporate-structure - `alpha://company/first-western-financial-inc/board` (contract): https://registry.alpha.ac/api/public/companies/first-western-financial-inc?format=record§ion=board - `alpha://company/first-western-financial-inc/committees` (contract): https://registry.alpha.ac/api/public/companies/first-western-financial-inc?format=record§ion=committees - `alpha://company/first-western-financial-inc/leadership` (contract): https://registry.alpha.ac/api/public/companies/first-western-financial-inc?format=record§ion=leadership - `alpha://company/first-western-financial-inc/ownership` (contract): https://registry.alpha.ac/api/public/companies/first-western-financial-inc?format=record§ion=ownership - `alpha://company/first-western-financial-inc/financials` (contract): https://registry.alpha.ac/api/public/companies/first-western-financial-inc?format=record§ion=financials - `alpha://company/first-western-financial-inc/capital-structure` (contract): https://registry.alpha.ac/api/public/companies/first-western-financial-inc?format=record§ion=capital-structure - `alpha://company/first-western-financial-inc/compensation` (contract): https://registry.alpha.ac/api/public/companies/first-western-financial-inc?format=record§ion=compensation - `alpha://company/first-western-financial-inc/governance` (contract): https://registry.alpha.ac/api/public/companies/first-western-financial-inc?format=record§ion=governance - `alpha://company/first-western-financial-inc/shareholder-governance` (contract): https://registry.alpha.ac/api/public/companies/first-western-financial-inc?format=record§ion=shareholder-governance - `alpha://company/first-western-financial-inc/audit` (contract): https://registry.alpha.ac/api/public/companies/first-western-financial-inc?format=record§ion=audit - `alpha://company/first-western-financial-inc/legal` (contract): https://registry.alpha.ac/api/public/companies/first-western-financial-inc?format=record§ion=legal - `alpha://company/first-western-financial-inc/risk` (contract): https://registry.alpha.ac/api/public/companies/first-western-financial-inc?format=record§ion=risk - `alpha://company/first-western-financial-inc/cyber` (contract): https://registry.alpha.ac/api/public/companies/first-western-financial-inc?format=record§ion=cyber - `alpha://company/first-western-financial-inc/ai-governance` (contract): https://registry.alpha.ac/api/public/companies/first-western-financial-inc?format=record§ion=ai-governance - `alpha://company/first-western-financial-inc/agents` (contract): https://registry.alpha.ac/api/public/companies/first-western-financial-inc?format=record§ion=agents - `alpha://company/first-western-financial-inc/ecosystem` (contract): https://registry.alpha.ac/api/public/companies/first-western-financial-inc?format=record§ion=ecosystem - `alpha://company/first-western-financial-inc/events` (contract): https://registry.alpha.ac/api/public/companies/first-western-financial-inc?format=record§ion=events - `alpha://company/first-western-financial-inc/relationships` (contract): https://registry.alpha.ac/api/public/companies/first-western-financial-inc?format=record§ion=relationships - `alpha://company/first-western-financial-inc/assessments` (contract): https://registry.alpha.ac/api/public/companies/first-western-financial-inc?format=record§ion=assessments - `alpha://company/first-western-financial-inc/evidence` (contract): https://registry.alpha.ac/api/public/companies/first-western-financial-inc?format=record§ion=evidence ## Role modules - NOT_ASSERTED ## Attention - NO_RECORDS_FOUND ## Committee data - Claim alpha:claim:company:093bb952-447a-44c3-b9d8-eb9b2caeb0fe:committee_appointment:24: `{"kind":"committee_appointment","original_name":"Audit","category":"audit","role":"chair","person":{"alpha_id":"alpha:person:julie-a-caponi","name":"Julie A. Caponi"},"source_id":"board_seats"}` - Claim alpha:claim:company:093bb952-447a-44c3-b9d8-eb9b2caeb0fe:committee_appointment:25: `{"kind":"committee_appointment","original_name":"Audit","category":"audit","role":"member","person":{"alpha_id":"alpha:person:ellen-s-robinson","name":"Ellen S. Robinson"},"source_id":"board_seats"}` - Claim alpha:claim:company:093bb952-447a-44c3-b9d8-eb9b2caeb0fe:committee_appointment:26: `{"kind":"committee_appointment","original_name":"Audit","category":"audit","role":"member","person":{"alpha_id":"alpha:person:luke-a-latimer","name":"Luke A. Latimer"},"source_id":"board_seats"}` - Claim alpha:claim:company:093bb952-447a-44c3-b9d8-eb9b2caeb0fe:committee_appointment:28: `{"kind":"committee_appointment","original_name":"Compensation","category":"compensation","role":"chair","person":{"alpha_id":"alpha:person:patrick-h-hamill","name":"Patrick H. Hamill"},"source_id":"board_seats"}` - Claim alpha:claim:company:093bb952-447a-44c3-b9d8-eb9b2caeb0fe:committee_appointment:29: `{"kind":"committee_appointment","original_name":"Compensation","category":"compensation","role":"member","person":{"alpha_id":"alpha:person:david-r-duncan","name":"David R. Duncan"},"source_id":"board_seats"}` - Claim alpha:claim:company:093bb952-447a-44c3-b9d8-eb9b2caeb0fe:committee_appointment:30: `{"kind":"committee_appointment","original_name":"Compensation","category":"compensation","role":"member","person":{"alpha_id":"alpha:person:julie-a-caponi","name":"Julie A. Caponi"},"source_id":"board_seats"}` - Claim alpha:claim:company:093bb952-447a-44c3-b9d8-eb9b2caeb0fe:committee_appointment:32: `{"kind":"committee_appointment","original_name":"Nominating and Governance","category":"nominating_governance","role":"chair","person":{"alpha_id":"alpha:person:joseph-c-zimlich","name":"Joseph C. Zimlich"},"source_id":"board_seats"}` - Claim alpha:claim:company:093bb952-447a-44c3-b9d8-eb9b2caeb0fe:committee_appointment:33: `{"kind":"committee_appointment","original_name":"Nominating and Governance","category":"nominating_governance","role":"member","person":{"alpha_id":"alpha:person:luke-a-latimer","name":"Luke A. Latimer"},"source_id":"board_seats"}` - Claim alpha:claim:company:093bb952-447a-44c3-b9d8-eb9b2caeb0fe:committee_appointment:34: `{"kind":"committee_appointment","original_name":"Nominating and Governance","category":"nominating_governance","role":"member","person":{"alpha_id":"alpha:person:mark-l-smith","name":"Mark L. Smith"},"source_id":"board_seats"}` - Claim alpha:claim:company:093bb952-447a-44c3-b9d8-eb9b2caeb0fe:committee_appointment:35: `{"kind":"committee_appointment","original_name":"Nominating and Governance","category":"nominating_governance","role":"member","person":{"alpha_id":"alpha:person:scott-c-mitchell","name":"Scott C. Mitchell"},"source_id":"board_seats"}` ## Leadership - David R. Duncan: Director, Compensation. Claim: alpha:claim:company:093bb952-447a-44c3-b9d8-eb9b2caeb0fe:leadership_role:5. Valid from: 2011-01-01. Valid to: NOT_ASSERTED. Publication: PUBLISHED. Verification: source_reported. Assertion: source_reported. Evidence: alpha:projection-evidence:document:2072fcf4f15c4bae2a4e3c7258154a9641fab4bf37be2c743e4bedd69e7cbe27. - Ellen S. Robinson: Director, Audit. Claim: alpha:claim:company:093bb952-447a-44c3-b9d8-eb9b2caeb0fe:leadership_role:6. Valid from: 2024-01-01. Valid to: NOT_ASSERTED. Publication: PUBLISHED. Verification: source_reported. Assertion: source_reported. Evidence: alpha:projection-evidence:document:2072fcf4f15c4bae2a4e3c7258154a9641fab4bf37be2c743e4bedd69e7cbe27. - Joseph C. Zimlich: Director, Nominating and Governance · Chair. Claim: alpha:claim:company:093bb952-447a-44c3-b9d8-eb9b2caeb0fe:leadership_role:7. Valid from: 2004-01-01. Valid to: NOT_ASSERTED. Publication: PUBLISHED. Verification: source_reported. Assertion: source_reported. Evidence: alpha:projection-evidence:document:2072fcf4f15c4bae2a4e3c7258154a9641fab4bf37be2c743e4bedd69e7cbe27. - Julie A. Caponi: Director, Audit · Chair; Compensation. Claim: alpha:claim:company:093bb952-447a-44c3-b9d8-eb9b2caeb0fe:leadership_role:8. Valid from: 2017-01-01. Valid to: NOT_ASSERTED. Publication: PUBLISHED. Verification: source_reported. Assertion: source_reported. Evidence: alpha:projection-evidence:document:2072fcf4f15c4bae2a4e3c7258154a9641fab4bf37be2c743e4bedd69e7cbe27. - Julie A. Courkamp: Director. Claim: alpha:claim:company:093bb952-447a-44c3-b9d8-eb9b2caeb0fe:leadership_role:9. Valid from: 2021-01-01. Valid to: NOT_ASSERTED. Publication: PUBLISHED. Verification: source_reported. Assertion: source_reported. Evidence: alpha:projection-evidence:document:2072fcf4f15c4bae2a4e3c7258154a9641fab4bf37be2c743e4bedd69e7cbe27. - Luke A. Latimer: Director, Audit; Nominating and Governance. Claim: alpha:claim:company:093bb952-447a-44c3-b9d8-eb9b2caeb0fe:leadership_role:10. Valid from: 2015-01-01. Valid to: NOT_ASSERTED. Publication: PUBLISHED. Verification: source_reported. Assertion: source_reported. Evidence: alpha:projection-evidence:document:2072fcf4f15c4bae2a4e3c7258154a9641fab4bf37be2c743e4bedd69e7cbe27. - Mark L. Smith: Director, Nominating and Governance. Claim: alpha:claim:company:093bb952-447a-44c3-b9d8-eb9b2caeb0fe:leadership_role:11. Valid from: 2002-01-01. Valid to: NOT_ASSERTED. Publication: PUBLISHED. Verification: source_reported. Assertion: source_reported. Evidence: alpha:projection-evidence:document:2072fcf4f15c4bae2a4e3c7258154a9641fab4bf37be2c743e4bedd69e7cbe27. - Patrick H. Hamill: Director, Compensation · Chair. Claim: alpha:claim:company:093bb952-447a-44c3-b9d8-eb9b2caeb0fe:leadership_role:12. Valid from: 2004-01-01. Valid to: NOT_ASSERTED. Publication: PUBLISHED. Verification: source_reported. Assertion: source_reported. Evidence: alpha:projection-evidence:document:2072fcf4f15c4bae2a4e3c7258154a9641fab4bf37be2c743e4bedd69e7cbe27. - Scott C. Mitchell: Director, Nominating and Governance. Claim: alpha:claim:company:093bb952-447a-44c3-b9d8-eb9b2caeb0fe:leadership_role:13. Valid from: 2021-01-01. Valid to: NOT_ASSERTED. Publication: PUBLISHED. Verification: source_reported. Assertion: source_reported. Evidence: alpha:projection-evidence:document:2072fcf4f15c4bae2a4e3c7258154a9641fab4bf37be2c743e4bedd69e7cbe27. - Scott C. Wylie: Director. Claim: alpha:claim:company:093bb952-447a-44c3-b9d8-eb9b2caeb0fe:leadership_role:14. Valid from: 2002-01-01. Valid to: NOT_ASSERTED. Publication: PUBLISHED. Verification: source_reported. Assertion: source_reported. Evidence: alpha:projection-evidence:document:2072fcf4f15c4bae2a4e3c7258154a9641fab4bf37be2c743e4bedd69e7cbe27. - David R. Duncan: Named Executive Officer. Claim: alpha:claim:company:093bb952-447a-44c3-b9d8-eb9b2caeb0fe:leadership_role:15. Valid from: 2026-04-24. Valid to: NOT_ASSERTED. Publication: PUBLISHED. Verification: source_reported. Assertion: source_reported. Evidence: alpha:projection-evidence:document:7ae1c61cac20ca906a28ed56800cd6555456558df68b667adb4591ad7d5ad4fc. - Joseph C. Zimlich: Named Executive Officer. Claim: alpha:claim:company:093bb952-447a-44c3-b9d8-eb9b2caeb0fe:leadership_role:16. Valid from: 2026-04-24. Valid to: NOT_ASSERTED. Publication: PUBLISHED. Verification: source_reported. Assertion: source_reported. Evidence: alpha:projection-evidence:document:4f8e4ec8515f70cb07f4be30ccf240b2330bb220eb7c88ebf23c48adb5c99ac8. - Julie A. Courkamp: Named Executive Officer. Claim: alpha:claim:company:093bb952-447a-44c3-b9d8-eb9b2caeb0fe:leadership_role:17. Valid from: 2026-04-24. Valid to: NOT_ASSERTED. Publication: PUBLISHED. Verification: source_reported. Assertion: source_reported. Evidence: alpha:projection-evidence:document:1ca1cd9e50cfc97b67ad3e790433d6feb30c28412b784f82ab424eee2d3308da. - Mark L. Smith: Named Executive Officer. Claim: alpha:claim:company:093bb952-447a-44c3-b9d8-eb9b2caeb0fe:leadership_role:18. Valid from: 2026-04-24. Valid to: NOT_ASSERTED. Publication: PUBLISHED. Verification: source_reported. Assertion: source_reported. Evidence: alpha:projection-evidence:document:7a02d1341dcde760ebe88f3c4a9d6e186028f4664c7bdad1e18b0c46ecfc0750. - Matthew Cassell: Named Executive Officer. Claim: alpha:claim:company:093bb952-447a-44c3-b9d8-eb9b2caeb0fe:leadership_role:19. Valid from: 2026-04-24. Valid to: NOT_ASSERTED. Publication: PUBLISHED. Verification: source_reported. Assertion: source_reported. Evidence: alpha:projection-evidence:document:e565a0d6bb892c0a86c842d074137df05e33c7de330e28d510c6c3f5bb58f6f2. - Patrick H. Hamill: Named Executive Officer. Claim: alpha:claim:company:093bb952-447a-44c3-b9d8-eb9b2caeb0fe:leadership_role:20. Valid from: 2026-04-24. Valid to: NOT_ASSERTED. Publication: PUBLISHED. Verification: source_reported. Assertion: source_reported. Evidence: alpha:projection-evidence:document:f302b6da49e32703b4c2669e14eeb6c12947a14ff23b899849e94167732ff0ce. - Scott C. Mitchell: Named Executive Officer. Claim: alpha:claim:company:093bb952-447a-44c3-b9d8-eb9b2caeb0fe:leadership_role:21. Valid from: 2026-04-24. Valid to: NOT_ASSERTED. Publication: PUBLISHED. Verification: source_reported. Assertion: source_reported. Evidence: alpha:projection-evidence:document:063f0da000c6d12e3ef4229f7009ff0ffbf1414fa88c1b6010efb60f72ec5c66. - Scott C. Wylie: Chairman, Chief Executive Officer, and President. Claim: alpha:claim:company:093bb952-447a-44c3-b9d8-eb9b2caeb0fe:leadership_role:22. Valid from: 2026-04-24. Valid to: NOT_ASSERTED. Publication: PUBLISHED. Verification: source_reported. Assertion: source_reported. Evidence: alpha:projection-evidence:document:210fff49416778e9a12bab985ae592d2e4b2d22ed0d962d3eb4404ee240e4cb5. ## Roles - PUBLISHED ## Governance - NOT_ASSERTED ## Board committees - Audit: Chair Julie A. Caponi; Members Julie A. Caponi (Chair); Ellen S. Robinson; Luke A. Latimer. Claim: alpha:claim:company:093bb952-447a-44c3-b9d8-eb9b2caeb0fe:committee_record:23. Publication: PUBLISHED. Verification: source_reported. Assertion: source_reported. Evidence: alpha:projection-evidence:1cdbfef910df20490e0f6c875c463a90dda3eae70c30856be6ffcbe2e0bca3e9. - Compensation: Chair Patrick H. Hamill; Members Patrick H. Hamill (Chair); David R. Duncan; Julie A. Caponi. Claim: alpha:claim:company:093bb952-447a-44c3-b9d8-eb9b2caeb0fe:committee_record:27. Publication: PUBLISHED. Verification: source_reported. Assertion: source_reported. Evidence: alpha:projection-evidence:1cdbfef910df20490e0f6c875c463a90dda3eae70c30856be6ffcbe2e0bca3e9. - Nominating and Governance: Chair Joseph C. Zimlich; Members Joseph C. Zimlich (Chair); Luke A. Latimer; Mark L. Smith; Scott C. Mitchell. Claim: alpha:claim:company:093bb952-447a-44c3-b9d8-eb9b2caeb0fe:committee_record:31. Publication: PUBLISHED. Verification: source_reported. Assertion: source_reported. Evidence: alpha:projection-evidence:1cdbfef910df20490e0f6c875c463a90dda3eae70c30856be6ffcbe2e0bca3e9. ## Financials - NOT_ASSERTED ## Workforce - NOT_ASSERTED ## Market and index context - PUBLISHED ## Legal Name - First Western Financial Inc. Claim: alpha:claim:company:093bb952-447a-44c3-b9d8-eb9b2caeb0fe:legal_name:1. Publication: PUBLISHED. Verification: source_reported. Assertion: source_reported. Evidence: alpha:projection-evidence:f74f46b251ea77f64c86c408fbfd347d94135d0a3d10caf64d25848182751bf5. ## Entity Status - Public listing published. Claim: alpha:claim:company:093bb952-447a-44c3-b9d8-eb9b2caeb0fe:entity_status:3. Publication: PUBLISHED. Verification: source_reported. Assertion: source_reported. Evidence: alpha:projection-evidence:f74f46b251ea77f64c86c408fbfd347d94135d0a3d10caf64d25848182751bf5. ## Published Fact - US. Claim: alpha:claim:company:093bb952-447a-44c3-b9d8-eb9b2caeb0fe:published_fact:4. Publication: PUBLISHED. Verification: source_reported. Assertion: source_reported. Evidence: alpha:projection-evidence:f74f46b251ea77f64c86c408fbfd347d94135d0a3d10caf64d25848182751bf5. ## Committee Appointment - Julie A. Caponi: chair, Audit. Claim: alpha:claim:company:093bb952-447a-44c3-b9d8-eb9b2caeb0fe:committee_appointment:24. Publication: PUBLISHED. Verification: source_reported. Assertion: source_reported. Evidence: alpha:projection-evidence:1cdbfef910df20490e0f6c875c463a90dda3eae70c30856be6ffcbe2e0bca3e9. - Ellen S. Robinson: member, Audit. Claim: alpha:claim:company:093bb952-447a-44c3-b9d8-eb9b2caeb0fe:committee_appointment:25. Publication: PUBLISHED. Verification: source_reported. Assertion: source_reported. Evidence: alpha:projection-evidence:1cdbfef910df20490e0f6c875c463a90dda3eae70c30856be6ffcbe2e0bca3e9. - Luke A. Latimer: member, Audit. Claim: alpha:claim:company:093bb952-447a-44c3-b9d8-eb9b2caeb0fe:committee_appointment:26. Publication: PUBLISHED. Verification: source_reported. Assertion: source_reported. Evidence: alpha:projection-evidence:1cdbfef910df20490e0f6c875c463a90dda3eae70c30856be6ffcbe2e0bca3e9. - Patrick H. Hamill: chair, Compensation. Claim: alpha:claim:company:093bb952-447a-44c3-b9d8-eb9b2caeb0fe:committee_appointment:28. Publication: PUBLISHED. Verification: source_reported. Assertion: source_reported. Evidence: alpha:projection-evidence:1cdbfef910df20490e0f6c875c463a90dda3eae70c30856be6ffcbe2e0bca3e9. - David R. Duncan: member, Compensation. Claim: alpha:claim:company:093bb952-447a-44c3-b9d8-eb9b2caeb0fe:committee_appointment:29. Publication: PUBLISHED. Verification: source_reported. Assertion: source_reported. Evidence: alpha:projection-evidence:1cdbfef910df20490e0f6c875c463a90dda3eae70c30856be6ffcbe2e0bca3e9. - Julie A. Caponi: member, Compensation. Claim: alpha:claim:company:093bb952-447a-44c3-b9d8-eb9b2caeb0fe:committee_appointment:30. Publication: PUBLISHED. Verification: source_reported. Assertion: source_reported. Evidence: alpha:projection-evidence:1cdbfef910df20490e0f6c875c463a90dda3eae70c30856be6ffcbe2e0bca3e9. - Joseph C. Zimlich: chair, Nominating and Governance. Claim: alpha:claim:company:093bb952-447a-44c3-b9d8-eb9b2caeb0fe:committee_appointment:32. Publication: PUBLISHED. Verification: source_reported. Assertion: source_reported. Evidence: alpha:projection-evidence:1cdbfef910df20490e0f6c875c463a90dda3eae70c30856be6ffcbe2e0bca3e9. - Luke A. Latimer: member, Nominating and Governance. Claim: alpha:claim:company:093bb952-447a-44c3-b9d8-eb9b2caeb0fe:committee_appointment:33. Publication: PUBLISHED. Verification: source_reported. Assertion: source_reported. Evidence: alpha:projection-evidence:1cdbfef910df20490e0f6c875c463a90dda3eae70c30856be6ffcbe2e0bca3e9. - Mark L. Smith: member, Nominating and Governance. Claim: alpha:claim:company:093bb952-447a-44c3-b9d8-eb9b2caeb0fe:committee_appointment:34. Publication: PUBLISHED. Verification: source_reported. Assertion: source_reported. Evidence: alpha:projection-evidence:1cdbfef910df20490e0f6c875c463a90dda3eae70c30856be6ffcbe2e0bca3e9. - Scott C. Mitchell: member, Nominating and Governance. Claim: alpha:claim:company:093bb952-447a-44c3-b9d8-eb9b2caeb0fe:committee_appointment:35. Publication: PUBLISHED. Verification: source_reported. Assertion: source_reported. Evidence: alpha:projection-evidence:1cdbfef910df20490e0f6c875c463a90dda3eae70c30856be6ffcbe2e0bca3e9. ## Security Listing - MYFW (NASDAQ). Claim: alpha:claim:company:093bb952-447a-44c3-b9d8-eb9b2caeb0fe:security_listing:36. Publication: PUBLISHED. Verification: source_reported. Assertion: source_reported. Evidence: alpha:projection-evidence:f74f46b251ea77f64c86c408fbfd347d94135d0a3d10caf64d25848182751bf5. ## Coverage states | Field | Value | | --- | --- | | Identity | PUBLISHED | | Business | PUBLISHED | | Leadership | PUBLISHED | | Board and committees | PUBLISHED | | Governance | NOT_ASSERTED | | Financials | NOT_ASSERTED | | Workforce | NOT_ASSERTED | | Ownership | NOT_ASSERTED | | Ratings | NOT_PUBLISHED | | Market and index context | PUBLISHED | ## Public sources - alpha:projection-evidence:f74f46b251ea77f64c86c408fbfd347d94135d0a3d10caf64d25848182751bf5: [Alpha canonical company public projection](https://www.alpha.ac/api/public/companies/first-western-financial-inc). - alpha:projection-evidence:document:2072fcf4f15c4bae2a4e3c7258154a9641fab4bf37be2c743e4bedd69e7cbe27: [First Western Financial Inc DEF 14A 2026-04-24](https://www.sec.gov/Archives/edgar/data/1327607/000162828026027213/myfw-20260424.htm). - alpha:projection-evidence:document:7ae1c61cac20ca906a28ed56800cd6555456558df68b667adb4591ad7d5ad4fc: [MYFW DEF 14A executive officers](https://www.sec.gov/Archives/edgar/data/1327607/000162828026027213/myfw-20260424.htm). - alpha:projection-evidence:document:4f8e4ec8515f70cb07f4be30ccf240b2330bb220eb7c88ebf23c48adb5c99ac8: [MYFW DEF 14A executive officers](https://www.sec.gov/Archives/edgar/data/1327607/000162828026027213/myfw-20260424.htm). - alpha:projection-evidence:document:1ca1cd9e50cfc97b67ad3e790433d6feb30c28412b784f82ab424eee2d3308da: [MYFW DEF 14A executive officers](https://www.sec.gov/Archives/edgar/data/1327607/000162828026027213/myfw-20260424.htm). - alpha:projection-evidence:document:7a02d1341dcde760ebe88f3c4a9d6e186028f4664c7bdad1e18b0c46ecfc0750: [MYFW DEF 14A executive officers](https://www.sec.gov/Archives/edgar/data/1327607/000162828026027213/myfw-20260424.htm). - alpha:projection-evidence:document:e565a0d6bb892c0a86c842d074137df05e33c7de330e28d510c6c3f5bb58f6f2: [MYFW DEF 14A executive officers](https://www.sec.gov/Archives/edgar/data/1327607/000162828026027213/myfw-20260424.htm). - alpha:projection-evidence:document:f302b6da49e32703b4c2669e14eeb6c12947a14ff23b899849e94167732ff0ce: [MYFW DEF 14A executive officers](https://www.sec.gov/Archives/edgar/data/1327607/000162828026027213/myfw-20260424.htm). - alpha:projection-evidence:document:063f0da000c6d12e3ef4229f7009ff0ffbf1414fa88c1b6010efb60f72ec5c66: [MYFW DEF 14A executive officers](https://www.sec.gov/Archives/edgar/data/1327607/000162828026027213/myfw-20260424.htm). - alpha:projection-evidence:document:210fff49416778e9a12bab985ae592d2e4b2d22ed0d962d3eb4404ee240e4cb5: [MYFW DEF 14A executive officers](https://www.sec.gov/Archives/edgar/data/1327607/000162828026027213/myfw-20260424.htm). - alpha:projection-evidence:1cdbfef910df20490e0f6c875c463a90dda3eae70c30856be6ffcbe2e0bca3e9: [Audit](https://www.sec.gov/Archives/edgar/data/1327607/000162828026027213/myfw-20260424.htm). ## Rights | Field | Value | | --- | --- | | public_retrieval | allowed | | agent_retrieval | allowed | | redistribution | not_granted | | model_training | not_granted | | commercial_use | not_specified | | relationship_pathfinding | not_granted | | direct_contact | not_granted | ## Limitations - Absence of a leadership role, committee, or disclosure is not evidence that it does not exist. - Only explicitly published canonical company identity and current confirmed public roles are included. - Absence of a board, committee, executive, listing, or claim is not evidence that it does not exist. - Public retrieval does not grant redistribution, model-training, direct-contact, or relationship-pathfinding rights. - This Company Profile is an identity and evidence record, not an Alpha rating. ## Alternate representations - [Canonical profile](https://registry.alpha.ac/companies/first-western-financial-inc) - [Public Markdown](https://registry.alpha.ac/companies/first-western-financial-inc.md) - [Public JSON](https://registry.alpha.ac/api/public/companies/first-western-financial-inc?format=record) - [JSON-LD](https://registry.alpha.ac/api/public/companies/first-western-financial-inc?format=jsonld) - MCP resource: `alpha://companies/first-western-financial-inc` at https://mcp.alpha.ac/mcp ## Connected governance records Structured intelligence is not currently available. Existing published profile evidence remains accessible. ## Critical-risk oversight Snapshot as of 2026-10-17T04:37:59.74996+00:00; recorded 2026-10-17T04:37:59.74996+00:00. Every published assignment for this snapshot is listed. Only explicitly reviewed, rights-cleared assignments in effect on the as-of date, in the company's own wording. An assignment shows where oversight is placed, not whether it is effective. Missing records do not establish absence.