Laurence Kandel Recognized as Denver 2010 Five Star Wealth Manager
Elite Group Represents Less Than Four Percent Of Investment Professionals In The Denver Area
Denver – November 17, 2010 – Obermeyer Asset Management Company, one of Colorado’s premier investment firms, today announced that Laurence Kandel has been named a Denver 2010 Five Star Wealth Manager in a survey conducted for 5280 and ColoradoBiz magazines. The survey, the full results of which are included in the November issues of each publication, was conducted by Crescendo Business Services for the magazines to identify wealth managers in the Denver area that scored highest in overall client satisfaction. Evaluation criteria included customer service, integrity, knowledge/expertise, communication, value for fee charged, meeting of financial objectives, post-sale service, quality of recommendations, and overall satisfaction.
Of the more than 15,000 financial advisors, financial planners, investment advisors, tax advisors, and estate planning attorneys in the region, only 568 of the top-scoring wealth managers made this year’s list.
“We’re pleased to see Lonny recognized by the broad investing community for his unique wealth management skills,” said Wally Obermeyer, president of Obermeyer Asset Management, “but we’re not at all surprised. We see and hear him delivering thoughtful investment advice and consistent service to our clients every day.”
Mr. Kandel, who serves as Vice President of Investments and Client Advisory for Obermeyer Asset Management, manages client relationships and is responsible for the firm’s marketing and business initiatives in the Denver and Front Range regions. A graduate of the University of Colorado, he has over seventeen years of experience in asset management, including executive roles with Janus Capital Group and Bear Stearns Asset Management.
“It’s always nice to be acknowledged for good work,” says Mr. Kandel, “and I’m honored. But what’s really important to me is that our terrific clients are obviously pleased with what the entire Obermeyer Asset Management team is doing for them.”
Obermeyer Asset Management builds and manages marketable securities portfolios for about 400 families representing approximately $730 million in assets. With an office in Aspen since 1997, the firm opened a second location in 2008 in the Cherry Creek business district of Denver to extend Obermeyer’s reach toward Colorado’s affluent investors.
About Obermeyer Asset Management Company
Obermeyer Asset Management Company is an independent Registered Investment Advisor (SEC File #801-54953) with offices in Aspen and Denver, CO. The firm manages assets for a select group of individuals, their families, and the foundations and corporations they lead. Obermeyer delivers a sound, thoughtful investment approach that seeks attractively-priced opportunities in the global securities markets. For more information, visit www.obermeyerasset.com.
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