Wally Obermeyer
Chief Executive Officer at Walter R. Obermeyer Holdings, Inc.
Wally Obermeyer active positions
| Companies | Position | Start | End |
|---|---|---|---|
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. | Chairman | 2023-12-31 | - |
| Chief Investment Officer | 2023-12-31 | - | |
| Founder | 2014-09-30 | - | |
| President | 2014-09-30 | 2023-12-31 | |
| Head of Private Banking | 2023-12-31 | - |
Career history of Wally Obermeyer
Former positions of Wally Obermeyer
| Companies | Position | Start | 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. | Chairman | 2010-11-14 | - |
| Chief Investment Officer | 1997-12-31 | - | |
| Founder | 2010-11-14 | - | |
| Investment Committee Member | 1997-12-31 | - | |
| Portfolio Manager-Equities | 1997-12-31 | - | |
| Portfolio Manager-Fixed Income | 1997-12-31 | - | |
| President | 1997-12-31 | - | |
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 | 1993-12-31 | - |
Training of Wally Obermeyer
| Harvard Business School | Masters Business Admin |
| Harvard College | Undergraduate Degree |
Statistics
International
| United States | 7 |
Operational
| Chairman | 2 |
| Chief Investment Officer | 2 |
| Founder | 2 |
Sectoral
| Finance | 5 |
| Consumer Services | 3 |
Positions held
Active
Inactive
Listed companies
Private companies
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 |
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 |
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 |
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