Ali Phillips

Ali Phillips Email and Phone Number

President and Partner @ Obermeyer Wealth Partners
Aspen, CO, US
Ali Phillips's Location
Aspen, Colorado, United States, United States
Ali Phillips's Contact Details
About Ali Phillips

Ali manages client relationships, working closely with individuals and multigenerational families, and advises on asset allocation and investment strategy. She is a member of our Executive Committee, overseeing our operations and spearheading the firm’s strategic initiatives. also helps implement our strategic and marketing initiatives. Ali is included in Forbes' "Best-in-State Wealth Advisors" (2018-2022) and "Top Women Wealth Advisors" (2017-2023) lists. Working Mother/Shook Research also named her one of America's "Top Wealth Advisor Moms" (2017-2021)Ali has worked in the financial industry for over twenty five years, and joined Obermeyer in 2005. Previously, 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, Theatre Aspen, and the Aspen Public Education Fund, and served on the advisory boards for Schwab Advisor Services and the Vanguard Leadership Group of the Aspen Institute.

Ali Phillips's Current Company Details
Obermeyer Wealth Partners

Obermeyer Wealth Partners

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President and Partner
Aspen, CO, US
Website:
obermeyerwealth.com
Employees:
36
Ali Phillips Work Experience Details
  • Obermeyer Wealth Partners
    President And Partner
    Obermeyer Wealth Partners
    Aspen, Co, Us
    View
  • Obermeyer Wood Investment Counsel, Lllp
    President
    Obermeyer Wood Investment Counsel, Lllp Jan 2024 - Present
    Aspen, Colorado, United States
    View
  • Obermeyer Wood Investment Counsel, Lllp
    Executive Vice President And Partner
    Obermeyer Wood Investment Counsel, Lllp Nov 2020 - Feb 2024
    Aspen, Colorado, United States
    Ali manages client relationships, working closely with individuals and multigenerational families, and advises on asset allocation and investment strategy. She is a member of our Executive Committee, overseeing our operations and spearheading the firm’s strategic initiatives.
    View
  • Obermeyer Wood Investment Counsel, Lllp
    Senior Vice President, Partner
    Obermeyer Wood Investment Counsel, Lllp Oct 2014 - Nov 2020
    Aspen, Co
    View
  • Obermeyer Asset Management
    Senior Vice President, Investments And Client Advisory
    Obermeyer Asset Management Feb 2005 - Sep 2014
    Aspen, Co
    Manages client relationships, advises on overall investment strategy and asset allocation, and oversees the firm’s strategy and marketing initiatives.With offices in Aspen and Denver, Obermeyer Asset Management is a Colorado-based discretionary asset management firm that was founded in 1997. Our team is deeply committed to delivering a highly individualized approach and sound, thoughtful investment advice designed to preserve and grow our clients’ net worth.
  • Goldman Sachs
    Vice President
    Goldman Sachs 1998 - 2004
    Worked in debt capital markets and corporate derivatives, and on the Fixed Income division’s internal strategy team.
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  • Salomon Brothers
    Associate
    Salomon Brothers 1993 - 1998
    Advised corporate clients on strategic alliances, risk management policies and capital raising transactions.

Ali Phillips Skills

Investment Management Wealth Management Financial Advisory Investment Advisory Capital Markets Asset Management Fixed Income Equities Asset Allocation Financial Modeling Investments Mutual Funds Securities Investment Strategies Retirement Planning Alternative Investments Risk Management Hedge Funds Wealth Preservation Planning Fiduciary Separately Managed Accounts Registered Investment Advisor Cash Flow Management Series 7

Ali Phillips Education Details

Frequently Asked Questions about Ali Phillips

What company does Ali Phillips work for?

Ali Phillips works for Obermeyer Wealth Partners

What is Ali Phillips's role at the current company?

Ali Phillips's current role is President and Partner.

What is Ali Phillips's email address?

Ali Phillips's email address is al****@****set.com

What is Ali Phillips's direct phone number?

Ali Phillips's direct phone number is +197092*****

What schools did Ali Phillips attend?

Ali Phillips attended Middlebury College.

What are some of Ali Phillips's interests?

Ali Phillips has interest in Board Member And Treasurer, Member, Advisory Board Of Vanguard Group, Aspen Young Professional Association, Past Vice President, President, Aspen Institute, Past President, Theatre Aspen, Wildwood School Board Of Directors.

What skills is Ali Phillips known for?

Ali Phillips has skills like Investment Management, Wealth Management, Financial Advisory, Investment Advisory, Capital Markets, Asset Management, Fixed Income, Equities, Asset Allocation, Financial Modeling, Investments, Mutual Funds.

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