Wally Obermeyer

President and Co-Chairman | Partner

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 repeatedly in leading industry rankings, most recently in 2019 by Forbes (“Top Wealth Advisors” and “Best-in-State Wealth Advisors”) and Barron’s (“Top 100 Independent Advisors” in 2018 and “America’s Top Financial Advisors” in 2019).

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