Wally Obermeyer
Chief Executive Officer at Walter R. Obermeyer Holdings, Inc.
Profile
Mr. Walter R.
Obermeyer is a Chairman, Chief Investment Officer & Partner at Obermeyer Wood Investment Counsel LLLP and a Chief Executive Officer at Walter R.
Obermeyer Holdings, Inc.
Before forming Obermeyer Wood Investment Counsel in October 2014, Mr. Obermeyer founded Obermeyer Asset Management in 1997.
Previously, he 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's ski apparel business and a hydroelectric generation company.
He also serves as a trustee of the Gates Family Foundation and a board member of the Denver Museum of Nature and Science Foundation.
Mr. Obermeyer earned his MBA from Harvard Business School and a BA, cum laude, from Harvard College.
Wally Obermeyer active positions
| Companies | Position | Start |
|---|---|---|
Walter R. Obermeyer Holdings, Inc.
 Walter R. Obermeyer Holdings, Inc. Investment ManagersFinance Walter R. Obermeyer Holdings, Inc. provides investment advisory services. The company is headquartered in Aspen, CO. | Chief Executive Officer | - |
Obermeyer Wood Investment Counsel LLLP
 Obermeyer Wood Investment Counsel LLLP Investment ManagersFinance Obermeyer Wood Investment Counsel LLLP (Obermeyer Wood) is a SEC-registered investment adviser headquartered in Aspen, Colorado. The firm was founded in 2014 through the merger of Obermeyer Asset Management Co. and Wood Investment Counsel LLC. They are ultimately owned by Walter R. Obermeyer Holdings, Inc. Obermeyer Wood provides advisory services to individuals, high-net worth individuals, trusts, pension and profit-sharing plans, charitable organizations and endowments, government entities, corporations, and other business entities. | Founder | 2014-09-30 |
Former positions of Wally Obermeyer
| Companies | Position | End |
|---|---|---|
Obermeyer Asset Management LLC
 Obermeyer Asset Management LLC Investment ManagersFinance Founded in 1997, Obermeyer Asset Management Co. is a registered investment advisor headquartered in Aspen, Colorado. | Founder | - |
Heritage Asset Management LLC
 Heritage Asset Management LLC Investment ManagersFinance Heritage Asset Management LLC provides investment advice. The private company is based in Woodland, WA. | Corporate Officer/Principal | - |
Training of Wally Obermeyer
| Harvard Business School | Masters Business Admin |
| Harvard College | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
Obermeyer Asset Management LLC
Obermeyer Asset Management LLC Investment ManagersFinance Founded in 1997, Obermeyer Asset Management Co. is a registered investment advisor headquartered in Aspen, Colorado. | Finance |
Heritage Asset Management LLC
Heritage Asset Management LLC Investment ManagersFinance Heritage Asset Management LLC provides investment advice. The private company is based in Woodland, WA. | Finance |
Obermeyer Wood Investment Counsel LLLP
Obermeyer Wood Investment Counsel LLLP Investment ManagersFinance Obermeyer Wood Investment Counsel LLLP (Obermeyer Wood) is a SEC-registered investment adviser headquartered in Aspen, Colorado. The firm was founded in 2014 through the merger of Obermeyer Asset Management Co. and Wood Investment Counsel LLC. They are ultimately owned by Walter R. Obermeyer Holdings, Inc. Obermeyer Wood provides advisory services to individuals, high-net worth individuals, trusts, pension and profit-sharing plans, charitable organizations and endowments, government entities, corporations, and other business entities. | Finance |
Walter R. Obermeyer Holdings, Inc.
Walter R. Obermeyer Holdings, Inc. Investment ManagersFinance Walter R. Obermeyer Holdings, Inc. provides investment advisory services. The company is headquartered in Aspen, CO. | Finance |
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