| Wally Obermeyer, President and Chair
wally@obermeyerasset.com
Wally founded Obermeyer Asset Management and continues to lead the firm. Wally chairs Obermeyer's Investment Committee--the team that formulates and implements our investment approach--and is the principal relationship executive for many of our clients. Before launching the firm in 1998, Wally was regional vice president of Heritage Trust and Asset Management. 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.
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| John Goltermann, CFA, CPA, Senior Vice President, Portfolio Management, CCO
john@obermeyerasset.com
John is the architect of our global equity strategy, performing security analysis while also serving as the firm's chief compliance officer (CCO). Before joining Obermeyer, John performed due diligence and valuation work as a senior associate with a private equity firm. He has also worked in institutional cash management and accounting with Janus Capital. John earned his MBA in finance from Arizona State University and a BS, summa cum laude, in accounting from Metropolitan State College of Denver. In 2000, John received the Jack Furst Fellowship from Hicks Muse, a leading private equity firm.
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| Roger Hennefeld, CFA, Vice President, Trading and Portfolio Management
roger@obermeyerasset.com
Roger manages the firm's fixed income portfolio, trading operations,
information technology and performance reporting. Previously, Roger
was employed as an analyst with Columbia Partners, LLC and ASB Capital
Management. He has also performed equity trading and econometric
modeling for Merrill Lynch. Roger holds an MBA in finance from the
University of Colorado and a BS in mathematics from the University
of Delaware.
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| Laurence J. Kandel, Vice President, Denver Region
lonny@obermeyerasset.com
Lonny manages client relationships and is responsible for the firm’s marketing and business initiatives in the Denver and Front Range regions. Lonny has over seventeen years of experience in asset management. He spent the majority of his career at Janus Capital Group as a vice president in the Institutional Sales division managing Janus’ largest corporate relationships. Prior to joining Obermeyer, Lonny was a managing director at Bear Stearns Asset Management. Lonny earned his BS in both finance and marketing at the University of Colorado.
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| Alexandra Flynn Phillips, Vice President, Investments and Client Advisory
ali@obermeyerasset.com
Ali manages client relationships, advises on overall investment strategy and asset allocation, and collaborates on the firm's business development and marketing initiatives. As a vice president at Goldman Sachs, Ali worked in debt-capital markets and corporate derivatives and on the Fixed Income division's internal strategy team. Earlier, at Salomon Brothers in the U.S. and London, she advised corporate clients on strategic alliances, risk-management policies and capital-raising transactions. Ali earned her BA, cum laude, from Middlebury College with honors in economics.
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