TEAM

Our team embodies the Obermeyer Advantage: service, value, endurance and integrity. We've recruited top industry talent from Wall Street to the West Coast -- from investment management organizations, private equity firms, and financial services firms -- professionals who've earned their stripes as strategists, analysts, traders and investment advisors. All have a strong track record for delivering excellence, are highly performance driven, and translate their energy and expertise into a relentless pursuit of value and a refreshing client experience.

Investment Committee Members (Listed alphabetically except for Chair)
Wally Obermeyer, President and Chair
John Goltermann, CFA, CPA, Senior Vice President, Portfolio Management, CCO
Roger Hennefeld, CFA, Vice President, Trading and Portfolio Management
Laurence J. Kandel, Vice President, Denver Region
Alexandra Flynn Phillips, Vice President, Investments and Client Advisory

Professional Staff (Listed alphabetically)
Chris Goodendorf, Finance and Business Manager
Sallie Klein, Account and Compliance Manager
Danby Seldin, Executive Assistant and Client Service

Board of Directors
Wally Obermeyer, Director
William Patterson, Director