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This profile was last updated on 4/25/15  and contains information from public web pages and contributions from the ZoomInfo community.

Wally Obermeyer

Wrong Wally Obermeyer?

Co-Chairman and President

Phone: (303) ***-****  HQ Phone
Email: w***@***.com
Local Address: , Colorado, United States
Wood Investment Counsel LLC
55 Madison Street Suite 680
Denver , Colorado 80206
United States

 
Background

Employment History

Board Memberships and Affiliations

Education

  • BA , cum laude
    Harvard College
  • MBA
    Harvard Business School
  • BA , cum laude
    Harvard College.
99 Total References
Web References
Wally ...
www.obermeyerwood.com, 17 Dec 2014 [cached]
Wally Obermeyer
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Wally Obermeyer
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Wally Obermeyer
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Wally Obermeyer, Co-Chairman and President
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Wally serves as the firm's co-chairman and president, overseeing our operations, managing client relationships, and spearheading strategic initiatives.
Wally founded Obermeyer Asset Management in 1997 after serving as regional vice president of Heritage Trust and Asset Management from 1994 to 1997. He has a broad range of business and financial experience including managing his family's ski apparel business and founding a hydroelectric generation company. Wally earned his MBA from Harvard Business School and a BA, cum laude, from Harvard College. He also serves as a trustee of the Gates Family Foundation and a board member of the Denver Museum of Nature and Science Foundation. Wally was recognized by Barron's as a Top 100 Independent Financial Advisor from 2007 to 2013 and in Barron's 2014 list of America's Top Financial Advisors.
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Before joining Obermeyer in 2000, John performed financial due diligence and valuation work as a senior associate with an Arizona-based private equity firm.
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Ali has worked in the financial industry for over two decades, and joined Obermeyer in 2005.
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Roger has worked in the financial sector since 1984, joining Obermeyer as one of the firm's first team members in 1998.
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Lonny later served as a managing director at Bear Stearns Asset Management and joined Obermeyer in 2008.
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Prior to joining Obermeyer, Wade served as executive vice president, and, previously, senior vice president of finance at Neomend, Inc., a private healthcare company.
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Before joining Obermeyer, she specialized in capital markets and investor relations, holding positions at Intelsat, Washington Real Estate Investment Trust, and Ford Motor Company.
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Prior to joining Obermeyer in 1997, Chris provided accounting support for Bank of Aspen and World Wide Ski Corporation.
About | Gates Family Foundation
www.gatesfamilyfoundation.org, 30 July 2015 [cached]
Walter R. Obermeyer
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Wally Obermeyer, a Colorado native, lives in Aspen and brings a Western Slope perspective to the Foundation. He has a keen interest in the environment, education and economics.
Wally is President of Obermeyer Asset Management Company, an investment advisory firm that manages approximately $800 million for clients residing in roughly 40 states. For five consecutive years, the firm has been recognized in Barron's list of the Top 100 Independent Financial Advisors.
Wally also serves on the board of his family's ski wear business and is the president of a hydroelectric generation company.
In addition to his service as a trustee for the Gates Family Foundation, Wally is a trustee for the Aspen Buddy Program and, until recently, served as president of the Aspen Valley Land Trust's board.
Wally earned his bachelor's degree, cum laude, from Harvard College and his master's in business administration from Harvard Business School.
Wally is married to Helen Ward.
Welcome to Obermeyer Asset Management
www.obermeyerasset.com, 10 Nov 2011 [cached]
Wally Obermeyer, President and Director Wally founded Obermeyer Asset Management and manages the firm's day-to-day activities. Wally chairs Obermeyer's Investment Committee, the team that formulates and implements our investment approach, and is the principal relationship executive for many of our clients. Before launching the firm in 1998, Wally was Regional Vice President of Heritage Trust and Asset Management. He has a broad range of experience in business and finance, including management of the family ski apparel business and a hydroelectric generation company. Wally earned his MBA from Harvard Business School and a BA, cum laude, from Harvard College.
Martha Cochran releases "Our Place Too".
www.cclt.org, 14 Oct 2012 [cached]
The books' publications were both underwritten by Obermeyer Asset Management, owned by AVLT board president Wally Obermeyer. Sales of the book support AVLT.
The AVLT Report
www.avlt.org, 3 Jan 2014 [cached]
Wally Obermeyer Joins AVLT Board of Directors
Wally heads up the day-to-day operations of Obermeyer Asset Management Company, and chairs its Investment Committee. Wally also serves as one of the firm's Directors. Previously, Wally was Regional Vice President of Heritage Trust and Asset Management, Inc. He has broad financial and business management experience, including management of the family ski apparel business and a hydroelectric generation company. Wally holds an MBA from Harvard Business School and a BA from Harvard College with a major in Economics. A long-time outdoor enthusiast and pilot, AVLT is thrilled to have Wally as a member of its Board of Directors.
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Wally Obermeyer joins AVLT Board of Directors
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Wally Obermeyer
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