Skip Dines
Corporate Officer/Principal chez Obermeyer Wood Investment Counsel LLLP
Profil
Mr. Lee W.
Dines, Jr., is a Senior Vice President & Partner at Obermeyer Wood Investment Counsel LLLP.
He manages client relationships, working with individuals, multi-generational families, trusts, pension and profit-sharing plans, and foundations.
He has over 30 years of investment management experience in the Denver area.
From 1986 to 1997 he served as an officer, fixed-income research analyst, securities trader, and member of the Investment Committee for Tempest, Isenhart, Chafee, Lansdowne and Associates, one of Denver’s leading independent investment advisors at the time.
He was a partner at Davis Capital Management, LLC from 1997 until its merger with Wood Investment Counsel.
Mr. Dines received a BS in biology from Lewis and Clark College.
He is a regular member of the Denver Society of Security Analysts and the CFA Institute.
Postes actifs de Skip Dines
| Sociétés | Poste | Début |
|---|---|---|
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. | Corporate Officer/Principal | 01/01/2023 |
Anciens postes connus de Skip Dines
| Sociétés | Poste | Fin |
|---|---|---|
Wood Investment Counsel LLC
 Wood Investment Counsel LLC Investment ManagersFinance Wood Investment Counsel LLC is a registered investment advisor located in Denver, Colorado. The firm was formed in 2012 through a merger of Wood & Co. and Davis Capital Management. They provide investment management services to a variety of investors including high net-worth individuals, families and family offices, charitable organizations and retirement plans. | Compliance Officer | 30/09/2014 |
Davis Capital Management LLC
 Davis Capital Management LLC Investment ManagersFinance Founded in 1995, Davis Capital Management LLC is a registered investment advisor located in Denver, Colorado | Gestionnaire de Portefeuille-Actions | 30/06/2012 |
Formation de Skip Dines
| Lewis & Clark College (Oregon) | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
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Femme
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Sociétés liées
| Entreprise privées | 3 |
|---|---|
Wood Investment Counsel LLC
Wood Investment Counsel LLC Investment ManagersFinance Wood Investment Counsel LLC is a registered investment advisor located in Denver, Colorado. The firm was formed in 2012 through a merger of Wood & Co. and Davis Capital Management. They provide investment management services to a variety of investors including high net-worth individuals, families and family offices, charitable organizations and retirement plans. | Finance |
Davis Capital Management LLC
Davis Capital Management LLC Investment ManagersFinance Founded in 1995, Davis Capital Management LLC is a registered investment advisor located in Denver, Colorado | 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 |
