| Chris Goodendorf, Finance and Business Manager
chris@obermeyerasset.com
Chris oversees the finance and business operations of our firm, and serves as the primary contact for client liquidity requests, retirement plan distributions and charitable gifting. Chris also performs certain trading and reconciliation functions. She has extensive experience in the financial sector and previously provided accounting support for Bank of Aspen and World Wide Ski Corporation. |
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| Sallie Klein, Account and Compliance Manager
sallie@obermeyerasset.com
Sallie manages our client accounts including set-up and transfers, coordination with third-party custodians, and portfolio reviews and analysis. She is also responsible for various aspects of our SEC Compliance. Sallie has over seventeen years of experience in the financial industry, most recently as an associate on the self-directed trading desk at JPMorgan Private Banking. She previously held positions at Wachovia and Union Bank of Switzerland. Sallie earned her BA from the University of Colorado, Boulder. |
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| Danby Seldin, Executive Assistant and Client Service
danby@obermeyerasset.com
Danby supports customer service and the general organizational aspects of our business and serves as Wally’s executive assistant. She also handles the majority of our client communications and marketing collateral. Danby previously worked as a writing consultant for the University of North Carolina in Greensboro and, later, as an English teacher and private tutor for the Greensboro Day School. Danby earned her BA, summa cum laude, from University of North Carolina Greensboro, graduating Phi Beta Kappa with full academic honors. |
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