Ali Phillips
Profile
Ms. Ali F.
Phillips is Senior Vice President & Partner at Obermeyer Wood Investment Counsel LLLP.
She manages client relationships, working closely with individuals and multi-generational families, and advises on asset allocation and investment strategy.
She also helps implement our strategic and marketing initiatives.
She has worked in the financial industry for over two decades, and joined Obermeyer in 2005.
Ms. Phillips Previously working 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, she advised corporate clients on strategic alliances, risk-management policies, and capital-raising transactions.
She serves as a board member for the Aspen Center for Environmental Studies Endowment Fund and for Theatre Aspen and is on the advisory board for the Vanguard Group of the Aspen Institute.
Ms. Phillips earned her BA, cum laude, from Middlebury College with honors in economics.
Former positions of Ali Phillips
Companies | Position | End |
---|---|---|
Obermeyer Asset Management LLC
Obermeyer Asset Management LLC Investment ManagersFinance Founded in 1997, Obermeyer Asset Management Co. is a registered investment advisor headquartered in Aspen, Colorado. | Investment Committee Member | - |
Salomon Brothers | Corporate Officer/Principal | - |
Goldman Sachs & Co. LLC
Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis. | Corporate Officer/Principal | - |
Training of Ali Phillips
Middlebury College | Undergraduate Degree |
Experiences
Positions held
Linked companies
Private companies | 3 |
---|---|
Obermeyer Asset Management LLC
Obermeyer Asset Management LLC Investment ManagersFinance Founded in 1997, Obermeyer Asset Management Co. is a registered investment advisor headquartered in Aspen, Colorado. | Finance |
Goldman Sachs & Co. LLC
Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis. | Finance |
Salomon Brothers | Finance |
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