Obermeyer Wealth Partners

Ryan Collopy is a financial advisor at Obermeyer Wealth Partners with a Series 65 designation. He has experience working at several firms, including Leever Partners and Mass Mutual Life Insurance Company, spanning from 2018 to the present. Obermeyer Wealth Partners provides discretionary investment management and related advisory services to a diverse client base, including individuals, trusts, pension plans, charitable organizations, corporations, and government entities. The firm employs a long-term, value-oriented equity approach with an emphasis on fundamental research and valuation discipline, offering integrated financial planning and access to private investments for eligible clients.

Dana Nightingale is a CFP® and CFA® with 12 years of industry experience. She has been with Obermeyer Wood Investment Counsel since 2012. Obermeyer Wealth Partners provides discretionary investment management and advisory services to a diverse client base including individuals, trusts, pension plans, charitable organizations, corporations, and government entities. The firm employs a long-term, value-oriented equity approach based on fundamental research and valuation discipline, offering integrated financial planning and access to private investment vehicles for eligible clients.

Matthew Ladley is a financial advisor at Obermeyer Wealth Partners in Steamboat Springs, CO. He holds a Series 65 designation and has recently transitioned into the financial advisory field after prior roles in the sports and consumer beverage industries. Outside of his advisory work, he manages residential investment properties as a sole proprietor. Obermeyer Wealth Partners provides discretionary investment management and advisory services to a diverse client base, including individuals, trusts, pension plans, and government entities. The firm employs a long-term, value-oriented equity strategy supported by fundamental research and offers a range of services such as integrated financial planning, trustee services, and access to private investment vehicles.

Bret Hirsh is a financial advisor at Obermeyer Wealth Partners with seven years of industry experience. He holds a Series 65 credential and previously worked at One Tusk Investment Partners from 2016 to 2018. Obermeyer Wealth Partners provides discretionary investment management and advisory services to a diverse client base, including individuals, trusts, pension plans, charitable organizations, corporations, and government entities. The firm employs a long-term, value-oriented equity approach focused on fundamental research and valuation discipline, offering a range of investment strategies and collaborating with clients’ other professional advisors.

Kim Brown is a financial advisor at Obermeyer Wealth Partners in Aspen, CO, holding a Series 65 designation with four years of industry experience. 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 advisory services to a diverse client base, including individuals, trusts, pension plans, charitable organizations, corporations, and government entities. The firm employs a long-term, value-oriented equity strategy with an emphasis on fundamental research, valuation discipline, and low portfolio turnover.

Roger Hennefeld is a CFA® charterholder with 27 years of industry experience. He has been with Obermeyer Wood Investment Counsel, LLLP since 2008. He is based in Aspen, CO. Obermeyer Wealth Partners provides discretionary investment management and related advisory services to a diverse client base, including individuals, trusts, pension and profit-sharing plans, charitable organizations, corporations, and government entities. The firm employs a long-term, value-oriented equity approach focused on fundamental research and valuation discipline, offering integrated financial planning and access to private investment vehicles for eligible clients.

Caroline Duke is a financial advisor at Obermeyer Wealth Partners with one year of industry experience. She holds the Series 66 designation and previously worked at Merrill Lynch, Capital One, Berkeley Research Group, and FTI Consulting. Obermeyer Wealth Partners provides discretionary investment management and related advisory services to a diverse client base including individuals, trusts, pension plans, charitable organizations, corporations, and government entities. The firm employs a long-term, value-oriented equity approach focused on company-specific fundamental research and valuation discipline, offering integrated financial planning and access to private investment vehicles for eligible clients.

Jeffrey Susman is a financial advisor with Obermeyer Wealth Partners in Denver, CO, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His prior roles include positions at JPMorgan Chase Bank NA and Cambiar Investors, Inc. Outside of financial services, he is an owner/partner in a full-service restaurant and serves as an assistant soccer coach at Kent Denver School. He also participates in nonprofit governance, serving on the investment committee of Jewish Colorado and the finance committee of Graland Country Day School. Obermeyer Wealth Partners provides discretionary investment management and related advisory services to a diverse client base, including individuals, trusts, pension plans, charitable organizations, corporations, and government entities. The firm follows a long-term, value-oriented equity approach with an emphasis on fundamental research and valuation discipline, offering a range of investment strategies and collaborating with clients’ other professional advisors.

Hayden Porter is a CFP® with seven years of industry experience, currently serving as a financial advisor at Obermeyer Wealth Partners. His prior roles include positions at Morgan Stanley, LPL Financial, and Kroll. Obermeyer Wealth Partners provides discretionary investment management and advisory services to a diverse client base, including individuals, trusts, pension plans, charitable organizations, and government entities. The firm employs a long-term, value-oriented equity approach with an emphasis on fundamental research and valuation discipline, while offering a range of investment strategies and collaborative financial planning services.

Nicholas Barnes is a CFA® charterholder with 10 years of industry experience, currently serving as an advisor at Obermeyer Wealth Partners since 2021. Prior to joining Obermeyer, he worked at Vantage Investment Partners from 2013 to 2021. Obermeyer Wealth Partners provides discretionary investment management and advisory services to a diverse client base including individuals, trusts, pension plans, charitable organizations, corporations, and government entities. The firm employs a long-term, value-oriented equity strategy with an emphasis on fundamental research and valuation discipline, offering integrated financial planning and access to private investment vehicles for eligible clients.

Brian Brady is a financial advisor at Obermeyer Wealth Partners in Aspen, CO, holding a Series 65 designation with four years of industry experience. He has been with Obermeyer Wood Investment Counsel since 2018 and previously worked at Vertafore, Inc. and US-Ireland Alliance. Obermeyer Wealth Partners provides discretionary investment management and advisory services to a diverse client base, including individuals, trusts, pension plans, charitable organizations, corporations, and government entities. The firm employs a long-term, value-oriented equity approach focused on fundamental research and valuation discipline, offering integrated financial planning and access to private investment vehicles for eligible clients.

Brooke Gais is a CFP® professional with two years of industry experience. She has worked at Obermeyer Wood Investment Counsel since 2021 and previously held roles at Perella Weinberg Partners, Twin Brook Capital Partners, and Morgan Stanley. Brooke is based in Aspen, CO. Obermeyer Wealth Partners provides discretionary investment management and advisory services to a diverse client base, including individuals, trusts, pension plans, charitable organizations, corporations, and government entities. The firm employs a long-term, value-oriented equity approach focused on fundamental research and valuation discipline, offering integrated financial planning and access to private investment opportunities.

Adam Savin is a financial advisor at Obermeyer Wealth Partners with 13 years of industry experience. He previously worked at Booth Creek Capital Management LP for 14 years before joining Obermeyer Wood Investment Counsel, LLLP in 2024. Savin holds Series 63 and Series 65 licenses. Obermeyer Wealth Partners offers discretionary investment management and advisory services to a diverse client base, including individuals, trusts, pension plans, charitable organizations, corporations, and government entities. The firm employs a long-term, value-oriented equity approach with a focus on fundamental research and low portfolio turnover, and it provides additional services such as integrated financial planning, trustee services, and access to private investment vehicles.

Owen Wilson is a Series 65-licensed financial advisor at Obermeyer Wealth Partners with experience at Bessemer Trust, The Olayan Group, UBS Investment Bank, and Ernst & Young. He joined Obermeyer Wealth Partners in 2025 and is based in Denver, CO. Obermeyer Wealth Partners provides discretionary investment management and advisory services to a diverse client base, including individuals, trusts, pension plans, charitable organizations, corporations, and government entities. The firm employs a long-term, value-oriented equity approach focused on fundamental research, valuation discipline, and low portfolio turnover, offering integrated financial planning and access to private investment vehicles.

Alexandra Phillips is a financial advisor at Obermeyer Wealth Partners in Aspen, CO, holding Series 63 and Series 65 licenses with 20 years of industry experience. She has been with Obermeyer Wood Investment Counsel, LLLP since 2012. Obermeyer Wealth Partners provides discretionary investment management and advisory services to a diverse client base, including individuals, trusts, pension plans, charitable organizations, corporations, and government entities. The firm employs a long-term, value-oriented equity approach focused on fundamental research and valuation discipline, offering integrated financial planning and access to private investment opportunities.