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Profile

Identity, professional record and current appointments.

Overview

Professional record at a glance

A concise summary of information supported by the cited public sources. Missing information is treated as unknown, not as a negative finding.

Current roles
11 current organization shown on this profile
Board positions
11 supported by public sources, 0 supplied by the profile owner
Committee roles
1Roles supported by the sources cited on this profile
Qualifications
Not establishedNo qualification is currently confirmed by the cited sources

Professional narrative

About

Mr. Zimlich formerly served as CEO of Bohemian Companies, a private family financial office that includes a family foundation and an investment management company with over $1 billion in financial assets. He is a Certified Public Accountant and Human Resources Professional. His qualifications include substantial experience in financial, accounting, governance and human resource matters, as well as investment management and private equity.

Sources are shown with the information they support.

Current roles

Appointments & responsibilities

Board appointments

Governance

Board appointments, committee responsibilities and disclosed relationships.

Committee appointments across companies · Temporarily unavailable

Structured records for this section are unavailable. This does not establish that no records exist. Published profile sources remain in Evidence & History.

Board and advisory record

Board service

Sources are shown with each role, education record, or credential.

Director

First Western Financial Inc

2004-01-01 · current

Confirmed by public sourceView source

Connections

Explore the roles, education and affiliations published in this record.

First Western Financial Inc

Open First Western Financial Inc profile →

Director at First Western Financial Inc

2004-01-01 → End not stated

current · source reported

Observed: 2026-09-24

First Western Fina…First Western Financial IncJoseph C. Zimlich

Dashed lines mark past roles. Select a connection to see its dates and sources.

Relationship map

Connected through the public record

Direct relationships from verified facts and published résumé records. Private connections are excluded.

Direct public links only

Only published affiliations are shown here. Private relationships require authorized access.

Experience

Career history, education, credentials and public contributions.

Published record

Featured coverage

Selected publications and public sources used to establish this profile. Inclusion records provenance; it is not an endorsement.

Source 1 · Sec FilingMYFW DEF 14A director slateSupports AI and ML experience, Board role, Committee assignments, Cybersecurity experience, Technology background.Open source

Basis

Identifiers, sources, dates and record limitations.

Identifiers

Alpha ID
alpha:person:joseph-c-zimlich
Record version
public-0

Published evidence records

5 evidence records, matching Agent View. Records may refer to different locations or observations in the same document. This count is not a count of independent corroborating sources.

  1. MYFW DEF 14A director slate

    sec filing · Source published: Apr 24, 2026 · Retrieved: May 1, 2026

    Supports 5 claims
    • AI and ML experience: AI and ML experience: not identified in the cited filing · Claim reviewed: May 16, 2026
    • Board role: Board role: Lead Independent Director · Claim reviewed: May 1, 2026
    • Committee assignments: Committee assignments: Nominating/Governance · Claim reviewed: May 1, 2026
    • Cybersecurity experience: Cybersecurity experience: not identified in the cited filing · Claim reviewed: May 16, 2026
    • Technology background: Technology background: not identified in the cited filing · Claim reviewed: May 16, 2026

  2. MYFW DEF 14A executive officers

    sec filing · Source published: Apr 24, 2026 · Retrieved: May 16, 2026

    Supports 5 claims
    • AI and ML experience: AI and ML experience: not identified in the cited filing · Claim reviewed: May 16, 2026
    • Cybersecurity experience: Cybersecurity experience: not identified in the cited filing · Claim reviewed: May 16, 2026
    • Executive company: Executive at First Western Financial Inc · Claim reviewed: May 16, 2026
    • Executive title: Executive title: Named Executive Officer · Claim reviewed: May 16, 2026
    • Technology background: Technology background: not identified in the cited filing · Claim reviewed: May 16, 2026

  3. First Western Financial Inc director board source

    sec filing · Source published: Apr 24, 2026 · Retrieved: May 3, 2026

    Supports 3 claims
    • Board independence: Independent director · Claim reviewed: May 3, 2026
    • Board membership: Serves on the board of First Western Financial Inc · Claim reviewed: May 3, 2026
    • Committee assignments: No committee assignment disclosed in the cited filing · Claim reviewed: May 3, 2026

  4. Open source

    sec proxy · Source published: Apr 24, 2026 · Retrieved: Apr 24, 2026

    Supports 1 claim
    • Professional Role: Director at First Western Financial Inc · Claim reviewed: May 16, 2026

  5. Open source

    public source · Source published: Date unavailable · Retrieved: Date unavailable

    Supports 1 claim
    • Board membership: Serves on the board of First Western Financial Inc · Claim reviewed: May 3, 2026

Sources

Sources and published information

Each item links to the public source used to support it. When sources disagree, the item is clearly marked for review.

AI and ML experience · CorroboratedAI and ML experience: not identified in the cited filingSupported by 2 public records2 sources
Verification
Corroborated
Confidence
72%
Last reviewed
May 16, 2026
  • SEC EDGAR

    Sec Filing · Tier 3 · Reviewed May 1, 2026

  • SEC EDGAR

    Sec Filing · Tier 3 · Reviewed May 16, 2026

Board independence · Source reportedIndependent director1 source
Verification
Source reported
Confidence
95%
Last reviewed
May 3, 2026
  • SEC EDGAR

    Sec Filing · Tier 3 · Reviewed May 3, 2026

Board membership · CorroboratedServes on the board of First Western Financial IncSupported by 3 public records2 sources
Verification
Corroborated
Confidence
95%
Last reviewed
May 3, 2026
Board role · Source reportedBoard role: Lead Independent Director1 source
Verification
Source reported
Confidence
92%
Last reviewed
May 1, 2026
  • SEC EDGAR

    Sec Filing · Tier 3 · Reviewed May 1, 2026

Committee assignments · Source reportedNo committee assignment disclosed in the cited filing1 source
Verification
Source reported
Confidence
95%
Last reviewed
May 3, 2026
  • SEC EDGAR

    Sec Filing · Tier 3 · Reviewed May 3, 2026

Committee assignments · Source reportedCommittee assignments: Nominating/Governance1 source
Verification
Source reported
Confidence
88%
Last reviewed
May 1, 2026
  • SEC EDGAR

    Sec Filing · Tier 3 · Reviewed May 1, 2026

Cybersecurity experience · CorroboratedCybersecurity experience: not identified in the cited filingSupported by 2 public records2 sources
Verification
Corroborated
Confidence
72%
Last reviewed
May 16, 2026
  • SEC EDGAR

    Sec Filing · Tier 3 · Reviewed May 1, 2026

  • SEC EDGAR

    Sec Filing · Tier 3 · Reviewed May 16, 2026

Executive company · Source reportedExecutive at First Western Financial Inc1 source
Verification
Source reported
Confidence
94%
Last reviewed
May 16, 2026
  • SEC EDGAR

    Sec Filing · Tier 3 · Reviewed May 16, 2026

Executive title · Source reportedExecutive title: Named Executive Officer1 source
Verification
Source reported
Confidence
94%
Last reviewed
May 16, 2026
  • SEC EDGAR

    Sec Filing · Tier 3 · Reviewed May 16, 2026

Technology background · CorroboratedTechnology background: not identified in the cited filingSupported by 2 public records2 sources
Verification
Corroborated
Confidence
72%
Last reviewed
May 16, 2026
  • SEC EDGAR

    Sec Filing · Tier 3 · Reviewed May 1, 2026

  • SEC EDGAR

    Sec Filing · Tier 3 · Reviewed May 16, 2026

View all sources5 records
  1. SEC EDGAR

    Sec Filing · Tier 3 · Reviewed May 1, 2026

    Supports: AI and ML experience · Board role · Committee assignments · Cybersecurity experience · Technology background

  2. SEC EDGAR

    Sec Filing · Tier 3 · Reviewed May 16, 2026

    Supports: AI and ML experience · Cybersecurity experience · Executive company · Executive title · Technology background

  3. SEC EDGAR

    Sec Filing · Tier 3 · Reviewed May 3, 2026

    Supports: Board membership · Committee assignments · Director since · Board independence

  4. https://www.sec.gov/Archives/edgar/data/1327607/000162828026027213/myfw-20260424.htm

    Sec Proxy · Tier not stated · Reviewed Apr 24, 2026

    Supports: Director at First Western Financial Inc (NASDAQ: MYFW)

  5. https://www.sec.gov/Archives/edgar/data/1327607/000162828026027213/myfw-20260424.htm

    Public Source · Tier not stated · Reviewed Not stated

    Supports: Board membership