Ali Phillips is an executive vice president and partner at Obermeyer Wood Investment Council, an independent registered investment advisor and financial planning firm based in Aspen and Denver, Colorado. Ali manages client relationships, working closely with individuals and multigenerational families, as well as advises on asset allocation and investment strategy. Prior to joining Obermeyer Wood in 2005, Ali was a vice president at Goldman Sachs and worked at Salomon Brothers in the US and London.
In our conversation we discussed the concept of human capital and how our best savings and investment is taking our profession and leveraging it. We also talked about the challenge of finding a fulfilling non-traditional career in the mountains, but that it may take flexibility, patience, and focus to find the right fit. Lastly, we dove into investment strategy and the importance of a slow and steady approach versus taking a big gamble with your hard earned wealth.
This episode is brought to you by Basalt River Park, a new riverfront neighborhood in historic downtown Basalt, Colorado. After an extraordinary community-wide planning effort, Basalt River Park is pleased to offer five brand new Waters Edge residences impeccably designed by CCY Architects. The homes overlook the Roaring Fork River and have easy walkability to downtown Basalt. To stay in the know, call (970) 927-8080 or visit https://www.basaltriverpark.com/.
This episode is brought to you by SH Building Group. The experienced team of professionals at SH Built, consists of client, site, accounting, subcontractor, design, and craft building specialists. They integrate the latest construction management technology into every project and offer Home Guardianship Services and Advanced inspections. Start planning your project today, call (970) 438-0925 or visit https://shbuilt.com/.
This episode is brought to you by Vectra Bank Colorado. Are you looking to buy a new home? Or, perhaps you are planning to refinance, renovate, or build? Cari Kuhlman, and the team at Vectra Bank, can help! Offering traditional mortgages, home equity loans, refinance options, and construction loans of all sizes – Vectra is ready to help you with your next project. Check them out at https://www.vectrabank.com/.
Thanks for listening to this episode of Selling The Mountains. You’ll never miss an episode if you follow the show on Apple Podcasts, Spotify, or your listening platform of choice. Please leave a short review and share it with a friend if you like what you heard.