Ep. 17: Ali Phillips — Chief Problem Solver

May 19 2021 • 48 mins

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.

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This show was produced in collaboration with Dustin H. James at Podboarder.