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David Duncan Biography and Net Worth

Director of First Western Financial

Mr. Duncan has been President and Chief Executive Officer of Silver Oak Cellars since 2002. He is also a Managing Partner of Twomey Cellars and the Proprietor of Ovid Winery. He also is President of Denver-based Duncan Oil, Inc. where he has served since 1988. Mr. Duncan is the former Chapter Chairman and member of the Northern California Chapter of the Young Presidents Organization. Mr. Duncan is also involved in the community serving as Chairman of the board of the St. Helena Hospital Foundation, Co-Chair of the capital campaign for the Saint Helena Montessori School and has been on the board the Napa Valley Vintners, serving as Chairman in 2014. Mr. Duncan earned a Bachelor of Arts from the University of Notre Dame and a Master of Business Administration from the University of Denver. Mr. Duncan’s qualifications for service on our board of directors include his experience as an entrepreneur, business leader, board member and manager in private equity and growth company investments. He also has extensive experience and knowledge of the operation of family businesses.

What is David R. Duncan's net worth?: The estimated net worth of David R. Duncan is at least $640,048.32 as of May 16th, 2023. Mr. Duncan owns 39,804 shares of First Western Financial stock worth more than $640,048 as of April 26th. This net worth estimate does not reflect any other assets that Mr. Duncan may own. Learn More about David R. Duncan's net worth.
How do I contact David R. Duncan?: The corporate mailing address for Mr. Duncan 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 David R. Duncan's contact information.
Has David R. Duncan been buying or selling shares of First Western Financial?: David R. Duncan has not been actively trading shares of First Western Financial during the last quarter. Most recently, on Tuesday, May 16th, David R. Duncan bought 500 shares of First Western Financial stock. The stock was acquired at an average cost of $16.00 per share, with a total value of $8,000.00. Following the completion of the transaction, the director now directly owns 39,804 shares of the company's stock, valued at $636,864. Learn More on David R. Duncan'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, First Western Financial insiders bought shares 1 times. They purchased a total of 500 shares worth more than $8,000.00. During the last twelve months, insiders at the sold shares 2 times. They sold a total of 44,893 shares worth more than $748,224.53. The most recent insider tranaction occured on February, 1st when CEO Scott C Wylie sold 42,408 shares worth more than $695,915.28. Insiders at First Western Financial own 17.7% of the company. Learn More about insider trades at First Western Financial.
Information on this page was last updated on 2/1/2024.

David R. Duncan Insider Trading History at First Western Financial

Transaction Date	Buy/Sell	Number of Shares	Average Share Price	Total Transaction	Shares Held After Transaction
5/16/2023	Buy	500	$16.00	$8,000.00	39,804
2/16/2023	Sell	1,755	$26.82	$47,069.10	12,160
12/13/2022	Sell	2,034	$29.53	$60,064.02	15,126
5/31/2022	Sell	6,536	$32.06	$209,544.16	17,162
5/26/2022	Sell	4,174	$30.88	$128,893.12	34,256
5/24/2022	Sell	1,780	$30.77	$54,770.60	40,380
12/9/2021	Sell	3,568	$29.70	$105,969.60

David R. Duncan Buying and Selling Activity at First Western Financial

First Western Financial Company Overview

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.

Today's Range

Now: $16.40

$15.83

$16.50

50 Day Range

MA: $14.28

$13.12

$16.42

2 Week Range

Now: $16.40

$12.84

$22.00

Volume

14,600 shs

Average Volume

23,528 shs

Market Capitalization

$157.77 million

P/E Ratio

21.30

Dividend Yield

N/A

Beta

0.68