Ali Phillips

Background

About Ali Phillips

Ali is the firm’s president, leading our team and overseeing operations and strategic initiatives. Additionally, she manages client relationships and works closely with individuals and multigenerational families. Ali heads up our firm’s Executive Committee and is the chair of our Investment Committee. Ali has worked in the financial industry for over 30 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 US 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 is included on Barron’s “Top 100 Independent Advisors” and “Top Women Advisors,” Forbes’ “Best-in-State Wealth Advisors” and “Top Women Wealth Advisors” lists. Working Mother/Shook Research also named her one of America’s “Top Wealth Advisor Moms.”