Wally Obermeyer


Obermeyer Wood Investment Council


Requested Donation

Wally's Summary

Wally serves as Obermeyer Wood's co-chairman and president, overseeing the firm's 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 as a board member of the Denver Museum of Nature and Science Foundation and the Aspen Center for Environment Studies. Representing our firm, Wally has been recognized repeatedly as a top financial advisor, most recently appearing in Forbes’ 2018 list of Best-in-State Wealth Advisors and Barron’s 2018 rankings of America’s Top Financial Advisors and Top 100 Independent Advisors.

About Wally

  • Span of Control

    The number of people reporting to them

    lt 10

  • Industry

    Financial services

  • Size of Company

    In terms of revenue

    $50 - $99 Million

  • Employees of Company

    The number of people working for this company


  • Business Function

    Administration (CEO, Pres., GM, etc)

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