Wally Obermeyer

President & Co-Chairman | Partner

info@obermeyerwood.com

Wally is the firm’s co-chairman and president, overseeing our operations, managing client relationships, and spearheading strategic initiatives.

Wally founded Obermeyer Asset Management after serving as regional vice president of Heritage Trust and Asset Management from 1994 to 1997. 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. He is a trustee and Investment Committee Chair of the Gates Family Foundation and a board member for the Denver Museum of Nature and Science Foundation and the Aspen Center for Environmental Studies. Wally has been recognized for over a decade in leading industry rankings, most recently in by Forbes (“Top Wealth Advisors” in 2019 and “Best-in-State Wealth Advisors” in 2020) and Barron’s (“Top 100 Independent Advisors” in 2018 and “America’s Top Financial Advisors” in 2019). Obermeyer is also one of Barron’s 2019 Hall of Fame advisors, in recognition of being ranked on the Top 100 list for over a decade.

You can read more about Wally in both the Forbes and Barron’s advisor directories.

George F. Wood, CFA

Co-Chairman | Partner

George is our firm’s co-chairman.

George founded Wood Investment Counsel, LLC, in 1982 to provide independent investment management. He began his investment career in 1969 as an investment analyst with Stein Roe & Farnham, a leading investment advisory firm in Chicago, where he became a partner. He was subsequently with State Farm Insurance, where he was responsible for investment analysis and portfolio management. George holds an MBA from the University of Chicago and a PE (Professional Engineering) degree in chemical engineering from the Colorado School of Mines. He serves on the Colorado School of Mines Foundation Board of Governors and is chairman of its Investment Committee.

Skip Dines

Senior Vice President | Partner

skip@obermeyerwood.com

Skip manages client relationships, working with individuals, multigenerational families, trusts, pension and profit-sharing plans, and foundations.

Skip has more than 30 years of investment management experience in the Denver area. From 1986 to 1997, he was an officer, fixed-income research analyst, securities trader, and member of the Investment Committee for Tempest, Isenhart, Chafee, Lansdowne and Associates, then one of Denver’s leading independent investment advisors. He was a partner at Davis Capital Management, LLC, from 1997 until its merger with Wood Investment Counsel. Skip received a BS in biology from Lewis & Clark College. He is a regular member of the Denver Society of Security Analysts and the CFA Institute.

Ali Flynn Phillips

Senior Vice President | Partner

ali@obermeyerwood.com

Ali manages client relationships, working closely with individuals and multigenerational families, and advises on asset allocation and investment strategy. She also helps implement our strategic and marketing initiatives.

Ali has worked in the financial industry for 25 years, joining Obermeyer in 2005. As a vice president at Goldman Sachs, she worked in debt capital markets and corporate derivatives and on the Fixed Income division's internal strategy team. Earlier, at Salomon Brothers in the US and London, Ali 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. She is a board member and treasurer for the Aspen Center for Environmental Studies Endowment Fund and for Theatre Aspen, and serves on the advisory boards for Schwab Advisor Services and the Vanguard Leadership Group of the Aspen Institute. Ali is included in Forbes' "Best-in-State Wealth Advisors" (2018-2020) and "Top Women Wealth Advisors" (2019, 2018, 2017) lists. Working Mother/Shook Research also named her one of America's "Top Wealth Advisor Moms" (2019, 2018, 2017).

Read more about Ali in the Forbes Top Advisory Directory.

Maia Babbs, CFA

Vice President | Investments and Client Advisory| Partner

maia@obermeyerwood.com

Maia performs security analysis and manages client relationships.

Maia has nearly two decades of broad financial industry experience. Most recently, she was an equity research analyst at Janus Capital, focusing on the global financial sector with an emphasis on investment banks, insurance, and specialty financial firms. Her experience includes working as an equity research analyst at Denver Investment Advisors, a senior associate at investment banking firm Green Manning and Bunch, Ltd., and an associate in Deutsche Bank Securities Inc.’s debt capital markets group. Maia received her BA in foreign affairs from the University of Virginia and her MA in Law and Diplomacy (International Affairs) with a concentration in international economics and finance from The Fletcher School at Tufts University. Appointed in 2015, Maia is a commissioner for the Colorado Commission on Higher Education (CCHE). She was appointed the chair of the Fiscal Affairs and Audit Committee of the CCHE in October of 2018. Maia was also elected to the Genesee Fire Protection District Board of Directors in 2018 and is currently serving as Treasurer for that organization.

Roger Hennefield, CFA

Vice President | Trading and Investments

roger@obermeyerwood.com

Roger manages the firm’s trading operations, fixed income portfolio, and performance reporting, as well as select client relationships.

Roger has worked in the financial sector since 1984 and joined Obermeyer in 1998 as one of the firm’s first team members. Roger previously worked for ASB Capital Management and Columbia Partners, LLC, as a fixed income and equity analyst providing quantitative portfolio and security analytics. He was an equity trader and did econometric modeling at Merrill Lynch in the 1980s. Roger holds an MBA in finance from the University of Colorado and a BS in mathematics from the University of Delaware.

Bret Hirsh

Vice President | Investments and Client Advisory

bret@obermeyerwood.com

Bret performs security analysis and manages client relationships.

He began working in financial services industry in 2004, and was most recently a founding senior research analyst at One Tusk Investment Management in New York, NY. Bret's prior experience includes senior research positions at Scout Capital Management, Karsch Capital, and Crestwood Capital Management. He began his career as an analyst at Ares Management LLC and Credit Suisse First Boston. Bret is a graduate of the University of Pennsylvania, where he earned his B.S., cum laude, in philosophy, political science, and economics.

Dana Gleason Nightingale, CFA

Vice President | Investments and Client Advisory| Partner

dana@obermeyerwood.com

Dana performs security analysis, manages client relationships, and spearheads the firm’s Denver-area marketing initiatives. She also helps clients analyze their overall financial situation and goals.

Dana has twelve years of financial sector experience. Before joining Obermeyer, she specialized in capital markets and investor relations, holding positions at Intelsat, Washington Real Estate Investment Trust, and Ford Motor Company. Dana earned her MBA in finance from the Wharton School of the University of Pennsylvania, and a BBA in finance and political science from the University of Notre Dame. Forbes named Dana in its ranking of “America’s Top Next-Generation Wealth Advisors” (2019, 2018, 2017). She was also included in Working Mother/Shook Research’s “Top Wealth Advisor Moms” (2019, 2018, 2017).

Read more about Dana in the Forbes Top Advisory Directory.

G. Tod Wood, CFA

Vice President | Investments | Partner

tod@obermeyerwood.com

Tod is a dedicated research analyst focusing on the financial, software, technology, and healthcare sectors.

Tod has more than two decades of investment management experience, beginning as an analyst for ING Barings Securities in Tokyo in 1994, where he served as senior economist and analyst for the financial and telecommunications sectors. He joined JP Morgan Fleming in London as a portfolio manager for Japanese equities, and then served as analyst and portfolio manager for Tokyo-based Whitney & Co., a leading Japanese hedge fund. Tod received a BA in Asian studies from Pomona College and an MA in international relations from The Johns Hopkins University School of Advanced International Studies.

Charlton Rugg

Chief Compliance, Legal, and Technology Officer

charlton@obermeyerwood.com

Charlton directs our compliance and technology programs and is a general resource on regulatory and legal matters. Charlton has extensive experience in securities regulation and law.

Before joining Obermeyer Wood, he founded C.A. Rugg Advisory Services LLC, a Denver-based private law practice providing representation and advice on regulatory and business matters. Previous positions include serving as senior counsel in FINRA’s Enforcement Department, as an assistant U.S. attorney in the District of New Jersey’s U.S. Attorney’s Office, and as an associate at Simpson Thacher & Bartlett LLP in New York City. Charlton is a graduate of the University of Colorado School of Law and received his undergraduate degree in philosophy from Brown University.

Brian Brady

Director | Marketing and Communications

brian@obermeyerwood.com

Brian directs our marketing program and client communications initiatives.

Brian has a decade of experience working across the public, nonprofit, and private sectors in marketing and communications leadership positions. Before joining Obermeyer Wood, Brian served as the Director of Communications at insurance technology company Vertafore, where he was responsible for leading all marketing, external, and internal communications. His previous experience includes various communications roles in the United States House of Representatives Budget Committee and for the nonprofit US-Ireland Alliance. Brian is a graduate of Princeton University where he earned his B.A. in political science with a focus on international relations and security studies.

Mary Elisberg

Vice President | Client Services | Partner

mary@obermeyerwood.com

Mary is responsible for the administration of client services in the Denver office, as well as many of the firm’s human resource functions.

Mary joined Wood Investment Counsel in 1993 and has 35 years of experience in the investment field. Mary has managed administrative, operations, and trading activities. Previously, she administered more than 100 pension accounts for Coughlin Asset Management Group and performed various operational responsibilities for the Asset Management Group. Mary earned her bachelor’s degree in management and accounting from Oakland University in Rochester, Michigan.

Christine Goodendorf

Manager | Bookkeeping

chris@obermeyerwood.com

Chris oversees our firm’s finance and business operations.

Chris has more than 20 years of experience in the financial sector. Before joining Obermeyer in 1997, Chris provided accounting support for Bank of Aspen and World Wide Ski Corporation.

Molly A. Hartzler

Manager | Client Services

molly@obermeyerwood.com

Molly is responsible for the administration of client accounts. She also assists in trading and operational areas.

Molly joined Wood in 2009 with more than two decades of financial and investment management operations experience. She began her financial career at Wells Fargo in the trust administration area. She also worked in investment management operations at PVG Asset Management in Golden, Colorado.

Kimbo Brown-Schirato

Manager | Client Services

kimbo@obermeyerwood.com

Kimbo assists with client relationship management, including supporting analysis around financial goals and cash flows. She is also a key contact for liquidity requests and retirement plan distributions.

Originally from South Africa, she has lived in the Roaring Fork Valley since 2006. Kimbo brings experience in the nonprofit and hospitality sectors, most recently working as Aspen Youth Experience’s business manager, where she was responsible for bookkeeping, financial reporting, and human resource management. She earned her BBS from the University of Cape Town with honors in marketing and economics. Kimbo is a board member of the Aspen Community Foundation.

Elise A. Wood

Senior Associate | Client Services

elise@obermeyerwood.com

Elise manages multiple aspects of our client accounts including setup, reconciliation, and maintenance, and serves as a primary point of contact with third-party custodians. She also handles various aspects of our SEC compliance.

Elise brings extensive experience in the independent investment advisory business, most recently serving as a client service representative with The Milestone Group. A native of Ohio, Elise earned her BS from the College of Charleston.

Jody Dible

Associate | Client Services and Operations

jody@obermeyerwood.com

Jody works closely with our team in the areas of general support and client services. She also manages key aspects of our Aspen office’s technology systems.

She has extensive operations and support experience, including positions at Shamrock Foods, Four Corners Properties in Basalt, and CenturyLink. Her background includes computer science, information technology, and software development studies at the Ira A. Fulton Schools of Engineering at Arizona State University.

Naomi Seldin

Associate | Client Services

naomi@obermeyerwood.com

Naomi supports client services, office administration, and the firm’s communications initiatives.

She has more than a decade of communications and support experience, including positions at Cornell University’s Alumni Affairs office, and newspapers in New York and New Jersey. She has a BA from the University of Colorado at Boulder.