Forbes recently profiled Wally Obermeyer for its latest installment of Top Advisor Spotlights. Wally gave his thoughts on the advantages of owning individual stocks during periods of market volatility and how serving as our clients' financial sounding board has helped deepen relationships during the COVID-19 pandemic.
Obermeyer Wood, a Colorado-based investment manager and wealth management firm with offices in Cherry Creek (Denver) and Aspen, provides their quarterly newsletter pertaining to the CARES Act, the financial impact from the 2020 election on stock markets, and provides awards news from Forbes, Barron's, Denver Business Journal, and more.
Dana Gleason Nightingale, Partner and Vice President of Investments and Client Advisory, has been named to the prestigious Forbes and SHOOK Research list of Top Next-Generation Advisors for the fourth consecutive year.
The Summer 2020 Obermeyer Wood News is here! Halfway into 2020, we are beginning to see the impact the global pandemic will have on our economy and the business climate for years to come. It is clear there will be a new normal. We examine trends and opportunities in this new landscape, where some industries will decline, while others will accelerate. We also recap the 2020 Berkshire Hathaway annual shareholder meeting, review an inspiring autobiography by Misty Copeland, and provide a firm update regarding new team members and recent awards.
On Friday, May 15, we hosted a one-hour virtual workshop on Managing Coronavirus Anxiety with stress management expert Dr. Sandra Thebaud. Dr. Thebaud led this workshop by examining seven practical aspects of anxiety management related to the pandemic and social distancing.
Colorado business leaders voted Obermeyer Wood as the top wealth manager and financial planner in ColoradoBiz Magazine's 2020 Best of Colorado Business Choice Awards.