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Ryan C
Series 65
Aspen, CO
Obermeyer Wealth Partners
Ryan Collopy is a financial advisor at Obermeyer Wealth Partners with one year of industry experience. He holds a Series 65 designation and previously worked at Leever Partners and several other firms. Obermeyer Wealth Partners provides discretionary investment management and financial planning services to individuals, trusts, pension and profit-sharing plans, charitable organizations, corporations, and government entities. The firm follows a long-term, value-oriented investment approach emphasizing fundamental analysis and a portfolio mix of common stocks, bonds, mutual funds, and ETFs.
Dana N
CFP®, CFA®
Aspen, CO
Obermeyer Wealth Partners
Dana Nightingale is a CFP® and CFA® credentialed advisor with 13 years of industry experience. She has been with Obermeyer Wood Investment Counsel, LLLP since 2012. Obermeyer Wealth Partners provides discretionary investment management and financial planning to a range of clients, including individuals, trusts, pension plans, charitable organizations, corporations, and government entities. The firm employs a long-term, value-oriented investment approach focused on fundamental analysis and a diversified portfolio of stocks, bonds, mutual funds, and ETFs.
Matthew L
Series 65
Aspen, CO
Obermeyer Wealth Partners
Matthew Ladley is a financial advisor at Obermeyer Wealth Partners with a Series 65 designation and no prior industry experience. Before joining Obermeyer, he worked in roles including at US Ski and Snowboard and Icon Source Inc. Outside of financial advising, he owns and manages several residential investment properties. Obermeyer Wealth Partners provides discretionary investment management and financial planning services to individuals, trusts, pension plans, charitable organizations, corporations, and government entities. The firm employs a long-term, value-oriented investment approach focused on fundamental analysis and low turnover.
Bret H
Series 65
Aspen, CO
Obermeyer Wealth Partners
Bret Hirsh is a financial advisor with Obermeyer Wealth Partners in Aspen, CO, holding a Series 65 designation and eight years of industry experience. He previously worked at One Tusk Investment Partners for two years. Outside of advisory work, he manages several real estate investment properties. Obermeyer Wealth Partners provides discretionary investment management and financial planning services to individuals, trusts, pension plans, charitable organizations, corporations, and government entities. The firm employs a long-term, value-oriented investment approach focused on fundamental analysis and maintains a dividend-oriented strategy while coordinating with clients’ other professional advisors.
Kim B
Series 65
Aspen, CO
Obermeyer Wealth Partners
Kim Brown is a financial advisor at Obermeyer Wealth Partners with four years of industry experience and holds a Series 65 credential. She has been associated with Obermeyer Wood Investment Counsel since 2009. Outside of her advisory role, she operates Aspen Custom Vans, a campervan conversion and rental business, alongside her husband. Obermeyer Wealth Partners provides discretionary investment management and financial planning services to individuals, trusts, pension and profit-sharing plans, charitable organizations, corporations, and government entities. The firm follows a long-term, value-oriented investment approach focused on fundamental analysis and low-turnover portfolios, and it also works with state and municipal government clients and offers trustee services.
Roger H
CFA®
Aspen, CO
Obermeyer Wealth Partners
Roger Hennefeld is a CFA® charterholder with 27 years of industry experience. He has worked at Obermeyer Wood Investment Counsel, LLLP since 2008. Obermeyer Wealth Partners provides discretionary investment management and financial planning to individuals, trusts, pension and profit-sharing plans, charitable organizations, corporations, and government entities. The firm follows a long-term, value-oriented investment approach with an emphasis on fundamental analysis, low turnover, and a dividend-oriented strategy.
Caroline D
Series 66
Aspen, CO
Obermeyer Wealth Partners
Caroline Duke is a financial advisor at Obermeyer Wealth Partners in Aspen, CO, holding a Series 66 designation with two years of industry experience. Prior to joining Obermeyer Wealth Partners, she worked at Merrill and Capital One as well as Berkeley Research Group. Obermeyer Wealth Partners offers discretionary investment management and financial planning to individuals, trusts, pension and profit-sharing plans, charitable organizations, corporations, and government entities. The firm emphasizes a long-term, value-oriented investment approach focused on fundamental analysis, low turnover, and a dividend-oriented strategy, while also providing services such as tax preparation referrals and trustee arrangements.
Jeffrey S
Series 63, Series 65
Aspen, CO
Obermeyer Wealth Partners
Jeffrey Susman is a financial advisor at Obermeyer Wealth Partners with 23 years of industry experience. He holds the Series 63 and Series 65 credentials. Prior to joining Obermeyer, he worked at JPMorgan Chase Bank NA and Foreside Fund Services, LLC. Outside of his advisory role, he is an assistant soccer coach and serves on the investment committees of Jewish Colorado and Graland Country Day School. Obermeyer Wealth Partners provides discretionary investment management and financial planning services to individuals, trusts, pension plans, charitable organizations, corporations, and government entities. The firm employs a long-term, value-oriented investment approach focused on fundamental analysis and low turnover, and it also serves state and municipal government clients.
Hayden P
CFP®, Series 63, Series 65, Series 66
Aspen, CO
Obermeyer Wealth Partners
Hayden Porter is a CFP® professional at Obermeyer Wealth Partners with eight years of industry experience. His career includes roles at Morgan Stanley, LPL Financial, Kroll, and OnDeck Capital before joining Obermeyer Wood Investment Counsel in 2022. Obermeyer Wealth Partners provides discretionary investment management and financial planning to individuals, trusts, pension and profit-sharing plans, charitable organizations, corporations, and government entities. The firm follows a long-term, value-oriented investment strategy focused on fundamental analysis and dividend-oriented portfolios, serving both high-net-worth and institutional clients.
Nicholas B
CFA®, Series 65
Aspen, CO
Obermeyer Wealth Partners
Nicholas Barnes is a CFA® charterholder with 11 years of industry experience. He is currently with Obermeyer Wealth Partners and previously worked at Vantage Investment Partners for eight years. Barnes holds a Series 65 license and is based in Aspen, CO. Obermeyer Wealth Partners offers discretionary investment management and financial planning services to individuals, trusts, pension plans, charitable organizations, corporations, and government entities. The firm emphasizes a long-term, value-oriented investment approach focused on fundamental analysis and maintains a dividend-oriented strategy while coordinating with clients' other professional advisors.
Brian B
Series 65
Aspen, CO
Obermeyer Wealth Partners
Brian Brady is a financial advisor at Obermeyer Wealth Partners in Aspen, CO, holding a Series 65 credential with four years of industry experience. He previously worked at Vertafore, Inc. and the US-Ireland Alliance before joining Obermeyer Wood Investment Counsel in 2018. Obermeyer Wealth Partners provides discretionary investment management and financial planning services to a range of clients including individuals, trusts, pension plans, charitable organizations, corporations, and government entities. The firm employs a long-term, value-oriented investment approach focused on fundamental analysis and maintains a dividend-oriented strategy while coordinating with clients’ other professional advisors.
Brooke G
CFP®
Aspen, CO
Obermeyer Wealth Partners
Brooke Gais is a CFP® professional with three years of industry experience, currently with Obermeyer Wealth Partners in Aspen, CO. Her work history includes roles at Obermeyer Wood Investment Counsel, Perella Weinberg Partners, Twin Brook Capital Partners, and Morgan Stanley. Obermeyer Wealth Partners provides discretionary investment management and financial planning services to individuals, trusts, pension and profit-sharing plans, charitable organizations, corporations, and government entities. The firm’s investment approach is long-term and value-oriented, focusing on fundamental company analysis and maintaining a portfolio of researched common stocks, bonds, mutual funds, and ETFs with generally low turnover.
William G
Series 65
Aspen, CO
Obermeyer Wealth Partners
William Gorman is a financial advisor at Obermeyer Wealth Partners in Aspen, CO. He holds a Series 65 designation and has been with Obermeyer since 2025. Prior to this, he held roles at several firms including dss+ and Revel with Dinnerthyme. Obermeyer Wealth Partners provides discretionary investment management and financial planning services to individuals, trusts, pension and profit-sharing plans, charitable organizations, corporations, and government entities. The firm follows a long-term, value-oriented investment approach focused on fundamental analysis and low turnover, and also serves state and municipal government clients.
Adam S
Series 63, Series 65
Aspen, CO
Obermeyer Wealth Partners
Adam Savin is a financial advisor at Obermeyer Wealth Partners with 14 years of industry experience. He holds Series 63 and Series 65 licenses and previously spent 14 years at Booth Creek Capital Management LP before joining Obermeyer Wood Investment Counsel, LLLP. Obermeyer Wealth Partners provides discretionary investment management and financial planning services to individuals, trusts, pension plans, charitable organizations, corporations, and government entities. The firm follows a long-term, value-oriented investment approach focused on fundamental analysis and maintains a dividend-oriented strategy inherited from Booth Creek Capital Management.
Maya D
Series 66
Aspen, CO
Obermeyer Wealth Partners
Maya Dammen is a financial advisor at Obermeyer Wealth Partners with a Series 66 designation and one year of industry experience. Her prior work includes roles at Fidelity Investments, IMA Financial Group, and The Bank of Denver, as well as experience outside finance in retail and food service. Obermeyer Wealth Partners provides discretionary investment management and financial planning to individuals, trusts, pension plans, charitable organizations, corporations, and government entities. The firm employs a long-term, value-oriented investment approach focused on fundamental analysis and low-turnover portfolios, serving a diverse client base including state and municipal governments.
Anna B
CFP®
Aspen, CO
Obermeyer Wealth Partners
Anna Buckley is a CFP® professional at Obermeyer Wealth Partners in Aspen, CO, with four years of industry experience. She previously worked at Liberty Mutual Insurance for two years and completed her studies at the University of Oklahoma. Obermeyer Wealth Partners provides discretionary investment management and financial planning to a diverse client base, including high-net-worth individuals, trusts, pension plans, charitable organizations, corporations, and government entities. The firm employs a long-term, value-oriented investment approach focused on fundamental analysis and maintains a dividend-oriented strategy while coordinating with clients' other advisors.
Owen W
Series 65
Aspen, CO
Obermeyer Wealth Partners
Owen Wilson is a financial advisor at Obermeyer Wealth Partners with one year of experience. He holds a Series 65 designation and has prior experience at Bessemer Trust, The Olayan Group, UBS Investment Bank, and Ernst & Young. Obermeyer Wealth Partners provides discretionary investment management and financial planning services to individuals, trusts, pension and profit-sharing plans, charitable organizations, corporations, and government entities. The firm follows a long-term, value-oriented investment approach that emphasizes fundamental analysis, valuation, and a portfolio mix of researched securities with generally low turnover.
Alexandra P
Series 63, Series 65
Aspen, CO
Obermeyer Wealth Partners
Alexandra Phillips is a financial advisor at Obermeyer Wealth Partners with 20 years of industry experience. She has been with Obermeyer Wood Investment Counsel, LLLP since 2012. Phillips holds Series 63 and Series 65 licenses. Obermeyer Wealth Partners provides discretionary investment management and financial planning to individuals, trusts, pension plans, charitable organizations, corporations, and government entities. The firm’s investment approach is long-term and value-oriented, emphasizing fundamental analysis and a dividend-focused strategy with low portfolio turnover.
Matthew P
Series 65
Aspen, CO
Obermeyer Wealth Partners
Matthew Popish is a financial advisor at Obermeyer Wealth Partners with a Series 65 credential and one year of industry experience. He previously worked at Innovest Portfolio Solutions and is a co-founder of Pandora Trading Partners, a proprietary trading business focused on bitcoin contracts where he codes algorithmic strategies. Obermeyer Wealth Partners provides discretionary investment management and financial planning services to individuals, trusts, pension plans, charitable organizations, corporations, and government entities. The firm uses a long-term, value-oriented investment approach with an emphasis on fundamental analysis and a mix of common stocks, bonds, mutual funds, and ETFs.
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