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Brooke Gais

Obermeyer Wealth Partners

Aspen, CO

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Current Employers
Obermeyer Wealth Partners

501 Rio Grande Place Suite 107, Aspen, CO 81611 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2023-09-29
  • CO RA
    APPROVED
    Since 2023-09-29

Branch Locations

501 Rio Grande Place Suite 107, Aspen, CO 81611 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley Glenview IL 08/2015 05/2017
Twin Brook Capital Partners Chicago IL 05/2017 07/2020
Perella Weinberg Partners Denver CO 07/2020 01/2021
Obermeyer Wood Investment Counsel, Lllp Denver CO 01/2021 Present
  • 08/2015 → 05/2017
    Morgan Stanley
    Glenview, IL
  • 05/2017 → 07/2020
    Twin Brook Capital Partners
    Chicago, IL
  • 07/2020 → 01/2021
    Perella Weinberg Partners
    Denver, CO
  • 01/2021 → Present
    Obermeyer Wood Investment Counsel, Lllp
    Denver, CO
Designations
Other Names
  • Brooke Gais
  • Brooke Perkins
  • Brooke Micah Perkins

View on SEC IAPD

Other Firms

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
STEVENSON ADVISORS, LLC
INTEGRATED BENEFITS, INCORPORATED
ASHTON THOMAS SECURITIES, LLC
J.P. MORGAN SECURITIES LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
WELLS FARGO CLEARING SERVICES, LLC
FOUNDATIONS INVESTMENT ADVISORS LLC

Other Investors

Jeffrey Allan Sgroi
ADAM STEVENSON
SARAH KATHERINE STACHNIK
JODY ANN SWAPP
CHRISTOPHER RICHARDS SABELLA
Charles C. Smith
Scott ROGER Mercier
BRIAN E OVERBO

Other Offices

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · ASPEN, CO
STEVENSON ADVISORS, LLC · ASPEN, CO
INTEGRATED BENEFITS, INCORPORATED · Aspen, CO
ASHTON THOMAS SECURITIES, LLC · Aspen, CO
J.P. MORGAN SECURITIES LLC · Aspen, CO
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · ASPEN, CO
WELLS FARGO CLEARING SERVICES, LLC · ASPEN, CO
FOUNDATIONS INVESTMENT ADVISORS LLC · ASPEN, CO

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