Ali Flynn Phillips
Senior Vice President | Partner
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 U.S. 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” (2019, 2018) and “Top Women Wealth Advisors” (2019, 2018, 2017) lists. Working Mother/Shook Research also named her one of America’s “Top Wealth Advisor Moms” (2018, 2017).
Read more about Ali in the Forbes Top Advisory Directory.firstname.lastname@example.org