FINANCIAL ADVISOR: “Wood Investment Counsel And Obermeyer Asset Management Merge”
October 6, 2014
“Wood Investment Counsel and Obermeyer Asset Management Company, both in Colorado, announced today that they have merged.
The combined firm will be known as Obermeyer Wood Investment Counsel and will manage about $1.7 billion in assets. The new firm will operate out of offices in Denver and Aspen.
Wally Obermeyer will serve as co-chairman and president of the new firm, and George Wood will serve as co-chairman.
The combined organization will include 17 employees and 11 investment professionals.
“The firm is large enough to have the resources and depth of specialization within the firm, but also small enough to deliver really personalized client service,” says Obermeyer.”