Wally Obermeyer
Directeur Général chez Walter R. Obermeyer Holdings, Inc.
Postes actifs de Wally Obermeyer
| Sociétés | Poste | Début | Fin |
|---|---|---|---|
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. | Directeur Général | - | - |
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. | Président | 01/01/2024 | - |
| Directeur en chef des Investissements | 01/01/2024 | - | |
| Fondateur | 01/10/2014 | - | |
| President | 01/10/2014 | 01/01/2024 | |
| Responsable de la banque privée | 01/01/2024 | - |
Historique de carrière de Wally Obermeyer
Anciens postes connus de Wally Obermeyer
| Sociétés | Poste | Début | Fin |
|---|---|---|---|
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. | Président | 15/11/2010 | - |
| Directeur en chef des Investissements | 01/01/1998 | - | |
| Fondateur | 15/11/2010 | - | |
| Membre du Comité d'Investissement | 01/01/1998 | - | |
| Gestionnaire de Portefeuille-Actions | 01/01/1998 | - | |
| Portfolio Manager-Fixed Income | 01/01/1998 | - | |
| President | 01/01/1998 | - | |
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 | 01/01/1994 | - |
Formation de Wally Obermeyer
| Harvard Business School | Masters Business Admin |
| Harvard College | Undergraduate Degree |
Statistiques
Internationale
| Etats-Unis | 7 |
Opérationnelle
| Chairman | 2 |
| Chief Investment Officer | 2 |
| Founder | 2 |
Sectorielle
| Finance | 5 |
| Consumer Services | 3 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
| Entreprise privées | 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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